IB
Inga Bekareva
CITIZENS SECURITIES
Edison, NJ 08817
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CRD#: 5442448
IB
Professional summary
Inga Bekareva is a registered financial advisor currently at CITIZENS SECURITIES, INC. located in Edison, New Jersey.
Inga is registered as an IAR (Investment Advisor Representative) and RR (Registered Representative) and started their career in finance in 2007. Inga has worked at 6 firms and has passed the Series 65, Series 63, Series 7TO, SIE and Series 6 exams.
Question & Answer
Are you a "fiduciary"?
Yes
Aliases
None
Other business activities
Outside business activity is any business or activity undertaken by an advisor that is outside the scope of their relationship with their firm (e.g., consulting services, real estate, freelance work, teaching, etc.). Investors should stay informed about these activities to ensure no conflicts of interest.
AirBnB - Fanwood, NJ; Investment-related; Nature: Short term rental on a very limited basis at my primary residence. I have a separate walk-in apartment in my property which I would like to use as an AirBnb short term rental 2-3 times a month; Fanwood, NJ; Started: 3/1/2023; Title: owner/host; Duties: AirBnb host at my primary residence; No time is devoted each month during securities trading hours; 6-10 hours are devoted each month outside of securities trading hours. /////
CRS (Client Relationship Summary) - RIA
Click below to view Inga Bekareva's CRS (Customer Relationship Summary).
CRS (Client Relationship Summary) - BD
Click below to view Inga Bekareva's CRS (Customer Relationship Summary).
Certified licenses
Advisors may have various certifications and credentials from different organizations. AdvisorCheck highlights these seven certifications - AIF®, CFP®, ChFC®, CFA, CLU®, CIMA®, CPWA®
NoneExperience
Current
April 22, 2024 - Present
CITIZENS SECURITIES, INC.
Office #1: 1819 Route 27 Nj279, Edison, NJ 08817Office #2: 1291 Springfield Ave Ms: Nj187, New Providence, NJ 07974Office #3: 105 North Avenue West Nj121, Cranford, NJ 07016Office #4: 565 Shelton Road Ms: Nj192, Piscataway, NJ 08854Office #5: 645 Route 18 Nj126, East Brunswick, NJ 08816Office #6: 2449 Plainfield Ave Ms: Nj221, South Plainfield, NJ 07080Office #7: 77 Central Avenue Ms: Nj115, Clark, NJ 07066RIA
BD
CRD#: 39550
Edison, NJ
Current
April 22, 2024 - Present
CITIZENS SECURITIES, INC.
Office #1: 1819 Route 27 Nj279, Edison, NJ 08817Office #2: 1291 Springfield Ave Ms: Nj187, New Providence, NJ 07974Office #3: 105 North Avenue West Nj121, Cranford, NJ 07016Office #4: 565 Shelton Road Ms: Nj192, Piscataway, NJ 08854Office #5: 645 Route 18 Nj126, East Brunswick, NJ 08816Office #6: 2449 Plainfield Ave Ms: Nj221, South Plainfield, NJ 07080Office #7: 77 Central Avenue Ms: Nj115, Clark, NJ 07066RIA
BD
CRD#: 39550
Edison, NJ
Past
February 7, 2020 - May 8, 2024
CITIGROUP GLOBAL MARKETS INC.
RIA
CRD#: 7059
BROOKLYN, NY
Past
May 31, 2017 - May 8, 2024
CITIGROUP GLOBAL MARKETS INC.
BD
CRD#: 7059
BROOKLYN, NY
Past
July 11, 2016 - June 6, 2017
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
BROOKLYN, NY
Past
May 14, 2015 - June 15, 2016
HSBC SECURITIES (USA) INC.
BD
CRD#: 19585
BROOKLYN, NY
Past
August 11, 2014 - April 30, 2015
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
HOWARD BEACH, NY
Past
October 1, 2012 - June 24, 2014
J.P. MORGAN SECURITIES LLC
BD
CRD#: 79
BROOKLYN, NY
Past
November 10, 2009 - October 1, 2012
CHASE INVESTMENT SERVICES CORP.
BD
CRD#: 25574
BROOKLYN, NY
Past
November 5, 2007 - October 21, 2009
PRUCO SECURITIES, LLC.
BD
CRD#: 5685
BROOKLYN, NY
Primary Firm SEC Registration
This SEC-registered firm can serve clients nationwide. Some states may require the firm to submit a notice filing if the firm has more than 5 clients or a physical office there. You can view these state-level filings under the section titled "State Registrations and Notice Filings".
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES
CRD#: 39550 / SEC#: 801-61902, 8-48744
RIA
Registered Investment Advisory firm - SEC (3/27/2003 Approved)Connecticut
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Florida
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Maine
Registered Investment Advisory firm - SEC (4/14/2003 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)New York
Registered Investment Advisory firm - SEC (3/31/2002 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (5/8/2003 Terminated)Vermont
Registered Investment Advisory firm - SEC (4/28/2003 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
State Registrations and Notice Filings
Listed states reflect where the advisor is authorized to serve clients under state regulations.
IAR
means the advisor is registered as an Investment Advisor Representative in this state and is authorized to provide investment advice to clients there.RR
indicates the advisor is registered as a Registered Representative in this state, allowing them to offer securities such as stocks, bonds, and mutual funds through a broker-dealer.Visual representation of state registrations
RR
New Jersey(4/22/2024)
IAR
New Jersey(4/23/2024)
RR
New York(4/22/2024)
IAR
New York(4/22/2024)
RR
Pennsylvania(5/12/2025)
IAR
Pennsylvania(5/13/2025)
RR
Virginia(5/12/2025)
IAR
Virginia(5/13/2025)
Exams
State Security Law Exam
State Security Law Exam
General Industry/Product Exam
RR
Series 7TO
Date: 12/10/2019
General Securities Representative ExaminationGeneral Industry/Product Exam
General Industry/Product Exam
SRO Registrations
RR
FINRA
Current Firm
CS
CITIZENS SECURITIES, INC.
CCO INVESTMENT SERVICES CORP. | CITIZENS WEALTH MANAGEMENT | CITIZENS SECURITIES, INC. | CITIZENS PRIVATE WEALTH | CITIZENS PRIVATE CLIENT | CITIZENS INVESTMENT SERVICES CORP. | CITIZENS INVESTMENT SERVICES | CITIZENS INVESTMENT SECURITIES, INC. | CITIZENS FINANCIAL SERVICES INC. | CHARTER ONE INVESTMENT SERVICES
CRD#: 39550 / SEC#: 801-61902, 8-48744
RIA
Registered Investment Advisory firm - SEC (3/27/2003 Approved)Connecticut
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Florida
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)Maine
Registered Investment Advisory firm - SEC (4/14/2003 Terminated)New Hampshire
Registered Investment Advisory firm - SEC (4/10/2003 Terminated)New York
Registered Investment Advisory firm - SEC (3/31/2002 Terminated)Rhode Island
Registered Investment Advisory firm - SEC (5/8/2003 Terminated)Vermont
Registered Investment Advisory firm - SEC (4/28/2003 Terminated)BD
Broker-Dealer Firm Regulated by FINRA (Boston district office)
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Contact information
Main Address
One Citizens Bank Way Jcb135, Johnston, RI 02043
Mailing Address
200 Station Drive Mws414, Westwood, MA 02090
Phone number
(781) 364-1641
Established
Rhode Island since 09/21/1995
Firm type
Corporation
Fiscal year end
December
Firm Size
Large
# of Employees
418
SEC notice filing (52 States and Territories)
FINRA licenses (52 States and Territories)
Regulatory assets under management
| Total Number of Accounts | 53,044 |
| AUM (Assets Under Management) | $ 9,188,004,183 |
Disclosures
| Regulatory Event | 16 |
| Arbitration | 6 |
Red Flags
Disclosures can be potential red flags, including customer disputes, regulatory fines, employer terminations, bankruptcies, judgments, liens, or certain criminal activities.
Check for any disclosures as part of your thorough research when choosing an advisor.
