Jeffrey
Rand
Citizens Securities, Inc
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About this Advisor
Jeffrey Rand is a financial advisor working out of Southfield, Michigan who has 1 year of relevant experience. Rand is an employee of Citizens Securities, Inc. Over the course of their career, they have held roles at Merrill Lynch, Pierce, Fenner & Smith Inc : 7691, Fidelity Brokerage Services LLC, Fidelity Personal And Workplace Advisors, Cuso Financial Services, Lp, Cornerstone Community Financial Credit Union and Citizens Securities, Inc. Rand holds Series 63 and Series 66 licenses, which qualify them as a securities agent, and is approved to operate in Michigan. Citizens Securities, Inc is a company that has its headquarters in Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It manages $7 billion in assets between its 47,802 client accounts, placing it among the biggest investment advisory firms in the country by assets under management. Citizens Securities, Inc provides a wide assortment of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advice largely depend on which service is offered. Fee types charged by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
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Citizens Securities, Inc Brokerage Details
$6,960,227,088
613
47,802
$145,605
Investment Advisory Services
- Financial planning services
- Portfolio management for individuals and/or small businesses
- Selection of other advisers
- Other
Jeffrey Rand Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Cuso Financial Services, Lp
Cornerstone Community Financial Credit Union
Fidelity Personal And Workplace Advisors
Fidelity Brokerage Services LLC
Merrill Lynch, Pierce, Fenner & Smith Inc : 7691
*The number of years registered in this profile is calculated by taking the year of an advisor's first active registration and subtracting it from the current year.
Disclosures
Please visit the SEC profile of Jeffrey Rand 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
Newton Highlands, MA
Grosse Pointe, MI
Johnston, RI
Medford, NJ
Bloomfield Hills, MI
Syracuse, NY
Westwood, MA
Westerly, RI
The content in this profile was updated by SmartAsset on 4/16/2023. All advisor details come from publicly available data, and we cannot guarantee the accuracy of the content. We are unable to make individual profile updates. If you want your profile removed temporarily or permanently, please contact profile-compliance@smartasset.com.
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