TrueAdvisor
TrueAdvisor
AI
AI

Ahmed Iqbal

Citizens Securities, INC.
3 Years of Experience
Broker
View SEC Summary
View SEC Summary
Areas of Practice
Investment Management
Citizens Securities, INC.
Compensation
Fee-Only (AUM)
Firm Size
704 advisors
Number of Clients
53,044 clients
Average Client Portfolio
$173K average
Assets Under Management
$9.2B

Fee Structure

Minimum Investment:$2K
Financial Planning:Investment management only

Location

1001 Boston Post Road, Mailstop: Ct-077, Guilford, CT, 06437

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History

Regulatory History
Clean regulatory record

No disclosures, customer disputes, or regulatory actions on file.

Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.

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Employment History
Current Registrations
Citizens Securities, INC.
June 2024 - Present · 1 yr 8 mos
Citizens Securities, INC.Broker
June 2024 - Present · 1 yr 8 mos
Previous Registrations
Merrill Lynch, Pierce, Fenner & Smith Incorporated
March 2022 - June 2024 · 2 yrs 3 mos
Merrill Lynch, Pierce, Fenner & Smith IncorporatedBroker
February 2022 - June 2024 · 2 yrs 4 mos
State Registrations6 states
CTFLMANYPARI
AdvisorBrokerBoth
Exams
No exam information available for this advisor.