Jennifer PaciCRD Number: 5922222
Current Firm: Citizens Securities, Inc.
Jennifer Paci (CRD# 5922222) is an Investment Advisor Representative working at Citizens Securities, Inc. in East Providence, RI and has over 5 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Financial Independence, LLC
Genesis Wealth Advisors, LLC
|Cco Investment Services||East Providence, RI||Jun 2014 - Current||2|
|Cco Investment Services Corp||Providence, RI||May 2011 - Jun 2014||3|
|Citizens Bank||North Smithfield, RI||Feb 2008 - Jun 2014||6|
|Unemployed||Hackettstown, NJ||May 2007 - Feb 2008||< 1|
|Key Bank||Parsippany, NJ||May 2006 - May 2007||1|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
Financial Advisors are obligated to disclose any events that may influence their professional conduct or ability to advise their clients. Disclosure events are certain criminal matters, regulatory actions, civil judicial proceedings, customer complaints, arbitrations, or civil litigations, employment terminations, and financial matters in which the advisor has been involved. On the most recent filing submitted to FINRA, this advisor had a disclosure event.Reported Disclosure Event:
- Financial Issue
Total Assets Under Management27,379MILLIONS
Total Number of Accounts19,253ACCOUNTS
Average Account Value$1,422,068
- A percentage of assets under your management
- Selection of other advisers (including private fund managers)
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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