Genevieve Rowell (CRD# 7008465) is an Investment Advisor Representative working at Citizens Securities, Inc. in Wolfeboro, NH and has over 5 years of experience in the finance industry.
CRD# 1132965
Lincoln Financial Advisors Corporation
CRD# 5166150
Mml Investors Services, LLC
CRD# 1775408
Cetera Investment Advisers LLC
| Company Name | Location | Dates | Years |
|---|---|---|---|
| Citizens Securities, Inc. | North Conway, NH | Dec 2020 - Current | 3 |
| Citizens Securities, Inc. | Laconia, NH | Sep 2018 - Dec 2020 | 2 |
| Citizens Bank | Laconia, NH | Aug 2018 - Dec 2020 | 2 |
| Crucon Cruise Outlet | Moultonborough, NH | May 2007 - Aug 2018 | 11 |
| Exam Code | Name | Passed Date |
|---|---|---|
| S63 | Uniform Securities State Law Examination | Oct 2018 |
| S65 | NASAA Investment Advisors Law Examination | Apr 2019 |
- AZ
- FL
- ME
- NH
- TX
- VT
- VA
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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
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, WY
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