Patrick
Heller
Citizens Securities, Inc
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About this Advisor
Patrick Heller is a financial advisor based in Harrisburg, Pennsylvania. Heller is an advisor for Citizens Securities, Inc. Throughout their career, they have worked at M&T Securities, Pnc Bank, Pnc Investments LLC, Axa Advisors, LLC, Equitable Advisors, LLC, Cuna Brokerage Services, Inc, Cuna Mutual Group, Lpl Financial LLC, Citizens Securities Inc, Cuso Financial Services, Lp, Santander Bank Na and Santander Securities LLC. Heller has Series 63 and Series 66 licenses, certifying them as a securities agent, and is approved to serve investors in Maryland, Pennsylvania and Virginia. Citizens Securities, Inc is a financial advisory business that has its headquarters in Hingham, RI. It has offices in 1,059 locations and a total of 613 people on staff. It controls $7 billion in assets among its 47,802 accounts, making it one of the largest investment advisory firms in the United States by assets under management. The advisory firm provides a number 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 vary depending on which services the firm provides the client. However, fees 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
Patrick Heller Work History
Patrick has been registered as a financial advisor for 0 years.*
Citizens Securities Inc
Lpl Financial LLC
Cuna Brokerage Services, Inc
Cuna Mutual Group
Axa Advisors, LLC
Equitable Advisors, LLC
Cuso Financial Services, Lp
Santander Bank Na
Santander Securities LLC
Pnc Investments LLC
Pnc Bank
Pnc Investments LLC
M&T Securities
*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 Patrick Heller 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
Monroeville, PA
Utica, MI
Fort Washington, PA
Monroeville, PA
Westwood, MA
Philadelphia, PA
Westwood, MA
Fort Washington, PA
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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