Woburn, MA Russell Street Office

Team
Updated today

Client AUM

$12,566,102,485

Clients

60,162

Advisors

3

Of 708 advisors across 164 offices

Location

6 Russell Street, Ms: Ma606

Woburn MA 01801

Advisors at this office

3

Advisors at this office

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Abdullahi M

Series 66

Woburn, MA

Citizens securities, Inc.

Abdullahi Mohamed is a financial advisor at Citizens Securities, Inc. with 11 years of industry experience. He holds the Series 66 designation and has been with Citizens Securities since 2014. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, and it operates as both a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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Gregory G

Series 63, Series 65

Woburn, MA

Citizens securities, Inc.

Gregory Gonynor is a financial advisor at Citizens Securities, Inc. with seven years of industry experience. He holds Series 63 and Series 65 licenses and previously worked at Santander Securities, LLC, Santander Bank, NA, and New York Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs as well as brokerage and insurance services. The firm provides both a Managed Account program and a digital advisory platform that uses proprietary algorithms to recommend ETF-based portfolios.

Tax-loss harvesting Passive / index investing
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David V

Series 65, Series 63

Woburn, MA

Citizens securities, Inc.

David Visini is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds Series 65 and Series 63 credentials and has prior experience at JPMorgan Chase Bank and Santander Bank. Outside of finance, he teaches tap dancing and assists with marketing at Refine Dance Studio, a family-owned business. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory programs include a digital platform focused on ETF-based portfolios and discretionary Managed Accounts.

Tax-loss harvesting Passive / index investing
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