Jeffrey
Little
Citizens Securities, Inc
Answer a few questions and
get matched with an advisor.
About this Advisor
Jeffrey Little is a financial advisor working in Toledo, Ohio, with a total of 1 year of industry experience. Little is an advisor for Citizens Securities, Inc. Their career trajectory has included roles at Cambridge Investment Research, Inc, Sterling Bank & Trust, Lpl Financial, Massmutual Life Insurance, Mml Investors Services, Allstate Financial Services, LLC, The Huntington Investment Company, The Huntington National Bank, Massmutual Life Insurance Company, Mml Investors Services, LLC and Citizens Securities, Inc. Little holds Series 63 and Series 65 licenses, which qualify them as both a securities agent and an investment advisor representative, and is registered to advise clients in California, Michigan and Ohio. Citizens Securities, Inc is a firm that has its headquarters in Hingham, RI. The company has offices in 1,059 locations and a total of 613 advisors. It controls $7 billion in assets under management across its 47,802 accounts, placing it among the biggest investment advisory firms in the United States by assets under management. Citizens Securities, Inc provides a diverse range of services, such as financial planning services, portfolio management for individuals and small businesses, selection of other advisers and other services. Fees for financial advisory services typically depend on which service is provided. Fee types billed by Citizens Securities, Inc typically consist of asset-based fees.
Certifications and Registrations
Years Registered*
Services Offered
Fee Structure
Office Location
Not sure which advisor is right for you? Use our matching tool.
Our matching tool simplifies the process of finding a financial advisor. To match you with top financial advisors nearby, we ask you a series of questions about your retirement plans, life status, investment goals and advisor preferences, which are all important topics to consider when choosing a financial advisor. Based on that information, we match you with financial advisors near you who suit your needs. Our matching tool has connected more individuals with financial advisors than any other service in the U.S. Click here to get matched with an advisor today.
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 Little Work History
Jeffrey has been registered as a financial advisor for 1 years.*
Citizens Securities, Inc
Mml Investors Services, LLC
The Huntington Investment Company
The Huntington National Bank
Massmutual Life Insurance Company
Mml Investors Services
Allstate Financial Services, LLC
Massmutual Life Insurance
Lpl Financial
Sterling Bank & Trust
Cambridge Investment Research, Inc
Sterling Bank & Trust
*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 Little 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
Westerly, RI
Westerly, RI
Johnston, RI
Westwood, MA
Philadelphia, PA
Schenectady, NY
Monroeville, PA
Hudson, NH
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.
The named financial professional and firm have not reviewed, approved, or endorsed this profile and are not responsible for its accuracy. Profile content is produced by SmartAsset independently of any business relationships that might exist between SmartAsset and the named financial professional and firm. Financial professionals and firms having business relationships with SmartAsset receive no special treatment or consideration in SmartAsset’s profiles.
This profile may include a firm or advisor that has a business relationship with SmartAsset, in which SmartAsset is compensated for lead referrals. SmartAsset is not a client of the aforementioned firms or advisors. SmartAsset did not receive compensation for including any of the firms or advisors in the aforementioned profile.
This page contains links to SmartAsset’s financial advisor matching tool, which may or may not match you with the advisor or firm mentioned in this profile. The matching tool does not include all available advisors and firms and matches based on specific criteria (investable assets, geography, and willingness to work with a remote advisor).
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes the use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
