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Steven K

Series 65, Series 63

N. Smithfield, RI

Citizens Securities, Inc.

Steven Kuk is a financial advisor with Citizens Securities, Inc., holding Series 65 and Series 63 credentials and 24 years of industry experience. He has been with Citizens Securities since 2016 and Citizens Bank since 2025. Outside of his advisory role, he is active as a soccer coach, serving as a private goalkeeper coach, head soccer coach at Burrillville High School, and a goalkeeper coach for local soccer programs. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm’s advisory offerings include a digital advisory program that uses proprietary algorithms and a client risk-tolerance questionnaire to recommend ETF-based portfolios.

Tax-loss harvesting Passive / index investing
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