Joseph Baganski (CRD# 4441749) is an Investment Advisor Representative working at Citizens Securities, Inc. in Jamison, PA and has over 10 years of experience in the finance industry.
CRD# 2972218
Lpl Financial LLC
CRD# 4498867
Raymond James Financial Services Advisors, Inc.
CRD# 4125056
Merrill Lynch, Pierce, Fenner & Smith Incorporated
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Bank, N/a | Jamison, PA | Nov 2023 - Current | < 1 |
| Citizens Securities, Inc. | Westwood, MA | Apr 2023 - Current | 1 |
| Citizens Bank, N/a | Newtown, PA | Apr 2023 - Nov 2023 | < 1 |
| Santander Securities, LLC | Dorchester, MA | Dec 2018 - May 2023 | 4 |
| Santander Bank, Na | Boston, MA | Dec 2018 - May 2023 | 4 |
| Citizens Bank | Glenside, PA | Dec 2013 - Dec 2018 | 5 |
| Cco Investment Services | Glenside, PA | Dec 2013 - Dec 2018 | 5 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S65 | NASAA Investment Advisors Law Examination | Oct 2013 |
| S63 | Uniform Securities State Law Examination | Sep 2014 |
- PA
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Total Assets Under Management7,314MILLIONS
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Total Number of Accounts47,222ACCOUNTS
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Average Account Value$154,888
- A percentage of assets under your management
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers (including private fund managers)
- Other
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