Maria Carvalhal, financial advisor Johnston RI

Maria Carvalhal

CRD Number: 6715995
Current Firm: Citizens Investment Services

Maria Carvalhal (CRD# 6715995) is an Investment Advisor Representative working at Citizens Investment Services in Johnston, RI and has over 4 years of experience in the finance industry.

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Company Name Location Dates Years
Citizens Securities Inc. Warwick, RI Jul 2018 - Current 3
Citizens Bank Warwick, RI Jul 2018 - Current 3
Citizens Bank Warwick, RI Oct 2015 - Current 6
Citizens Securities Inc. Warwick, RI Sep 2016 - Jul 2018 1
Nanda Interiors Dighton, MA Dec 2001 - Oct 2015 13
Exam Code Name Passed Date
S63 Uniform Securities State Law Examination Jan 2017
S65 NASAA Investment Advisors Law Examination Sep 2018
Contact Info for Maria F. Carvalhal
Phone Number: 1-800-942-8300
Registered State(s):
  • CT
  • FL
  • NJ
  • RI
By the Numbers
  • Total Assets Under Management
    6,569
    MILLIONS
  • Total Number of Accounts
    40,577
    ACCOUNTS
  • Average Account Value
    $161,894
Compensation Options
  • A percentage of assets under your management
Advisory Services Offered
  • Portfolio management for individuals and/or small businesses
  • Selection of other advisers (including private fund managers)
  • Other
Types of Clients
Registered States

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

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