Michael H Beaulieu
Investment adviser representative at Citizens Securities, Inc.
22 yearsExperience
1 stateRegistered in
$12.9BFirm assets
23 yearsFirm in business
Are you Michael H Beaulieu? Claim your profile
Contact this firm
How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
22 years in the industry.
- Citizens Securities, Inc.Sep 2024 to now
- UnemployedApr 2024 to Sep 2024
- Empower Financial Services, Inc. (efsi)Apr 2022 to Apr 2024
- Gwfs Equities, Inc.Apr 2022 to Apr 2022
- Global Portfolio Strategies, Inc.Apr 2006 to Jan 2023
- Prudential Insurance Company of AmericaApr 2004 to Apr 2022
- Prudential Investment Management ServicesApr 2004 to Apr 2022
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 65 · Uniform Investment Adviser Law2001
State registrations
Registered as an investment adviser representative in 1 state (RI).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2436030
- Firm CRD
- 39550