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James M
Series 63, Series 66
Woodside, NY
Citizens securities, Inc.
James Merello is a financial advisor with Citizens Securities, Inc. He holds Series 63 and Series 66 licenses and has three years of industry experience. Prior to joining Citizens Securities, he worked at J.P. Morgan Securities and JPMorgan Chase Bank. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, by offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program using ETF-based portfolios and a separate Managed Account program.
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