Emre OztuncCRD Number: 5493291
Current Firm: Citizens Securities, Inc.
Emre Oztunc (CRD# 5493291) is an Investment Advisor Representative working at Citizens Securities, Inc. in Fairhaven, MA and has over 9 years of experience in the finance industry.
Four Ponds Financial Planning
Axis Advisors, LLC
Msi Financial Services, Inc.
|Cco Investment Services Corp||South Attleboro, MA||Sep 2014 - Current||3|
|Allstate Insurance Co||North Andover, MA||Jul 2013 - Sep 2014||1|
|Metlife Securities Inc.||Westborough, MA||Mar 2009 - Jun 2013||4|
|Unemployed||Raynham, MA||Dec 2008 - Feb 2009||< 1|
|Ameriprise Financial Services Inc.||Quincy, MA||Feb 2008 - Dec 2008||< 1|
|Crown Meeting (formerly Balanced Group)||Warwick, RI||Mar 2006 - Jan 2008||1|
|Exam Code||Name||Passed Date|
|S66||NASAA Uniform Combined State Law Examination||May 2008|
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