Rubiel Tineo
Investment adviser representative at Citizens Securities, Inc.
15 yearsExperience
3 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
15 years in the industry.
- Citizens Securities, Inc.Jul 2025 to now
- Citizens BankJul 2025 to now
- Wells Fargo Bank, NAJun 2021 to Jul 2025
- Wells Fargo Clearing Services, LLCJun 2021 to Jul 2025
- CitigroupAug 2018 to Jun 2021
- J.P. Morgan Securities LLCOct 2012 to Aug 2018
- JPMorgan Chase BankFeb 2011 to Aug 2018
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 66 · Uniform Combined State Law2013
State registrations
Registered as an investment adviser representative in 3 states (NJ, NY, 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
- 6102427
- Firm CRD
- 39550