John RiesterCRD Number: 6225677
Current Firm: Citizens Securities, Inc.
John Riester (CRD# 6225677) is an Investment Advisor Representative working at Citizens Securities, Inc. in Cranston, RI and has over 4 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Cco Investment Services||East Providence, RI||Jul 2013 - Current||4|
|Unemployed||Hollis, NH||May 2011 - Jun 2013||2|
|Sovereign Bank||Nashua, NH||Jul 2012 - May 2013||< 1|
|Full Time Student||Durham, NH||Sep 2008 - May 2012||3|
|Warren Equities||Providence, RI||Mar 2011 - Aug 2011||< 1|
|J. Crew||Kittery, ME||Nov 2010 - Feb 2011||< 1|
|Patriot Landscaping||Lundendery, NH||Jul 2008 - Sep 2008||< 1|
|Full Time Student||Nashua, NH||Oct 2007 - Jun 2008||< 1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Dec 2013|
|S65||NASAA Investment Advisors Law Examination||Dec 2014|
Total Assets Under Management3,586MILLIONS
Total Number of Accounts26,251ACCOUNTS
Average Account Value$136,605
- A percentage of assets under your management
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
AK, AL, AR, AZ, CA, CO, CT, DC, DE, FL, GA, HI, IA, ID, IL, IN, KS, KY, LA, MD, ME, MI, MN, MO, MS, MT, NC, ND, NE, NH, NJ, NM, NV, NY, OH, OK, OR, PA, PR, RI, SC, SD, TN, TX, UT, VA, VI, VT, WA, WI, WV