Joseph Frank Persichetti
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
13 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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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
13 years in the industry.
- Citizens Securities, Inc.Aug 2022 to now
- Cetera Investment Advisers LLCJul 2020 to Aug 2022
- Cetera Investment Services LLCJul 2020 to Aug 2022
- Investors BankJul 2020 to Aug 2022
- HSBC Bank USA N.A.Aug 2016 to Jul 2020
- HSBC Securities (USA) Inc.Jan 2013 to Jul 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law1996
- Series 66 · Uniform Combined State Law2006
State registrations
Registered as an investment adviser representative in 13 states (CA, CT, DE, FL, MI, NC, NJ, NY, OH, PA, RI, VA, WV).
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
- 2689887
- Firm CRD
- 39550