Shiri Ghimire
Investment adviser representative at Citizens Securities, Inc.
14 yearsExperience
2 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
14 years in the industry.
- Citizens BankJul 2024 to now
- Citizens Securities, Inc.Mar 2024 to now
- Citizens Bank, N/aMar 2024 to Jul 2024
- UnemployedMar 2023 to Mar 2024
- Citizens BankOct 2022 to Mar 2023
- Citizens Bank, N/aOct 2020 to Oct 2022
- Citizens Securities, IncAug 2015 to Mar 2023
- Citizens BankMay 2010 to Oct 2020
Exams passed
- Series 63 · Uniform Securities Agent State Law2016
- Series 65 · Uniform Investment Adviser Law2018
State registrations
Registered as an investment adviser representative in 2 states (CT, 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
- 6560940
- Firm CRD
- 39550