Urja
Shah
Citizens Securities, Inc
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About this Advisor
Urja Shah is a financial advisor based in Morris Plains, New Jersey, working with Citizens Securities, Inc. Urja has previously held positions at Invest Financial Corp, Investors Bank, Cetera Investment Advisers LLC, Cetera Investment Services LLC, Citizens Securities, Inc, Santander Securities LLC, and Sovereign Bank. Urja has passed the Series 63 and Series 66 regulatory exams and is registered to provide services in Delaware, Florida, New Jersey, New York, Pennsylvania, South Carolina, and Texas. Currently, Urja is part of Citizens Securities, Inc, which operates out of Morris Plains, New Jersey. The firm has 1,059 offices and 613 employees. The firm manages assets totaling $7.3 billion and offers services including 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
Urja Shah Work History
Citizens Securities, Inc
Invest Financial Corp
Investors Bank
Cetera Investment Advisers LLC
Cetera Investment Services LLC
Santander Securities LLC
Sovereign Bank
Disclosures
Please visit the SEC profile of Urja Shah 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
Fort Washington, PA
Cranston, RI
Syracuse, NY
Clinton Township, MI
Monroeville, PA
Fort Washington, PA
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