Hetal
Saki
Citizens Securities, Inc
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About this Advisor
Hetal Saki is a financial advisor based in Fremont, California, working with Citizens Securities, Inc. Hetal has previously held positions at Gates Pass Advisors, LLC, Polaris Greyston Financial Group, Baker Avenue Asset Management Lp, Mariner Wealth Advisors, and Citizens Securities, Inc. Hetal has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in California. Currently, Hetal is part of Citizens Securities, Inc, which operates out of Fremont, California. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion. The services offered by the firm include 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
$7,314,113,890
613
47,222
$154,888
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Hetal Saki Work History
Citizens Securities, Inc
Mariner Wealth Advisors
Baker Avenue Asset Management Lp
Gates Pass Advisors, LLC
Polaris Greyston Financial Group
Disclosures
Please visit the SEC profile of Hetal Saki 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
Matawan, NJ
Woburn, MA
Uncasville, CT
Cranston, RI
Syracuse, NY
Clinton Township, MI
Monroeville, PA
Fort Washington, PA
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