Jake
Pusateri
Citizens Securities, Inc
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About this Advisor
Jake Pusateri is a financial advisor based in Ronkonkoma, New York, working with Citizens Securities, Inc. Jake has previously held positions at Jewel Restaurant, Buteras Of Smithtown, Refuge Food And Spirits, Northwestern Mutual Life Insurance Company, Northwestern Mutual Investment Services LLC, JPMorgan Chase Bank, N.A, J.P. Morgan Securities, LLC, T.G.I. Fridays, Wells Fargo Clearing Services, LLC, Wells Fargo Bank, NA, Citizens Securities, Inc, and Citizens Bank. Jake has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Florida, New Jersey, New York, and Vermont. Currently, Jake is part of Citizens Securities, Inc, which operates out of Ronkonkoma, New York. The firm has 1,022 offices and 418 employees. Citizens Securities, Inc manages assets totaling $9.2 billion and offers services including financial planning services, portfolio management for individuals and small businesses, selection of other advisers, and other services. The fee structure at Citizens Securities, Inc includes asset-based fees.
Certifications and Registrations
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$9,188,004,183
418
53,044
$173,215
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jake Pusateri Work History
Citizens Securities, Inc
Citizens Bank
Wells Fargo Clearing Services, LLC
Wells Fargo Bank, Na
T.G.I. Fridays
Jpmorgan Chase Bank, N.A
J.P. Morgan Securities, LLC
Refuge Food And Spirits
Northwestern Mutual Life Insurance Company
Northwestern Mutual Investment Services LLC
Jewel Resturant
Buteras Of Smithtown
Disclosures
Please visit the SEC profile of Jake Pusateri to learn whether or not they have any disclosures. It is important to do your due diligence when looking for an advisor.
Financial Advisors at Citizens Securities, Inc
Fort Lauderdale, FL
Johnston, RI
Mentor, OH
Broadview Heights, OH
Conshohocken, PA
Boston, MA
Strongsville, OH
Brooklyn, NY
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