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 6 years of experience in the finance industry.
Spinnaker Asset Management Inc.
Balanced Wealth Management, LLC
Financial Independence, LLC
|Citizens Securities, Inc.||East Providence, RI||May 2017 - Current||< 1|
|Citizens Bank||East Providence, RI||Jun 2016 - May 2017||< 1|
|Cco Investment Services||East Providence, RI||Jun 2014 - Jun 2016||2|
|Cco Investment Services Corp||Providence, RI||May 2011 - Jun 2014||3|
|Citizens Bank||North Smithfield, RI||Feb 2008 - Jun 2014||6|
|Exam Code||Name||Passed Date|
|S63||Uniform Securities State Law Examination||Jul 2011|
|S65||NASAA Investment Advisors Law Examination||Dec 2012|
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