Danielle Taglianetti, financial advisor Cranston RI
90 score

Danielle Taglianetti

CRD Number: 6105174
Current Firm: Citizens Securities, Inc.

Danielle Taglianetti (CRD# 6105174) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cranston, RI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Cco Investment Services Providence, RI Jul 2012 - Current 4
Citizens Bank Cranston, RI Sep 2010 - Jul 2012 1
Citizens Bank Barrington, RI May 2007 - Sep 2010 3
Unemployed Warwick, RI May 2007 - Jul 2007 < 1
Wilmington Finance North Kingstown, RI Nov 2005 - May 2007 1
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Nov 2012
S65 NASAA Investment Advisors Law Examination Dec 2012
Contact Info for Danielle J. Taglianetti
Phone Number: 1-800-942-8300
Registered State(s):
  • FL
  • RI
By the Numbers
  • Total Assets Under Management
    27,379
    MILLIONS
  • Total Number of Accounts
    19,253
    ACCOUNTS
  • Average Account Value
    $1,422,068
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

AL, AZ, CA, CO, CT, DE, FL, GA, HI, IA, ID, IL, IN, KY, LA, MD, ME, MI, MN, MO, MS, NC, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, TN, TX, UT, VA, VT, WA, WI, WV

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BADGES
90
Clean Record
This advisor has a clean track record with regulators.

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