Joseph John Baganski
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
4 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.Apr 2023 to now
- Citizens Bank, N/aApr 2023 to now
- Santander Bank, NADec 2018 to May 2023
- Santander Securities, LLCDec 2018 to May 2023
- Cco Investment ServicesDec 2013 to Dec 2018
- Citizens BankDec 2013 to Dec 2018
Exams passed
- Series 65 · Uniform Investment Adviser Law2013
- Series 63 · Uniform Securities Agent State Law2014
State registrations
Registered as an investment adviser representative in 4 states (DE, FL, NJ, PA).
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
- 4441749
- Firm CRD
- 39550