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Adam I Khalifa

Citizens Securities, Inc.

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About Adam I Khalifa

Adam I Khalifa is a financial advisor with over 5 years of experience in the industry. Adam has been registered with Citizens Securities, Inc. since 2022. Previously, Adam was employed by CUNA Brokerage Services, Inc. and Northwestern Mutual Investment Services, LLC. Adam is licensed to provide investment advice and services in Pennsylvania. Adam specializes in providing financial advice to high-net-worth individuals, corporations and individuals.

Firm Information

Adam Khalifa is currently registered with Citizens Securities, Inc.. Citizens Securities, Inc. is a corporation headquartered in Johnston, Rhode Island, and was formed on September 21, 1995. The firm manages approximately $1 billion to $10 billion in assets and provides financial planning, portfolio management for individuals and selection of other advisors. They also participate in a wrap fee program. The firm has regulatory assets under management of $9.19 billion in 53,044 accounts. Citizens Securities is registered with the SEC and in all 50 states, as well as the District of Columbia and Puerto Rico.
Citizens Securities, Inc.

ONE CITIZENS BANK WAY

JOHNSTON, RI 02043

$9.19B

Assets Under Management

53,044

Total Clients

788

Total Financial Advisors

Services Offered

Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.

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financial planning services

Comprehensive financial plans to help you achieve your personal and business goals.

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selection of other advisors

Helps you choose top advisors aligned with your financial goals.

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portfolio management for individuals

Personalized portfolio management to meet individual financial objectives.

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participate in wrap fee program

Participate in wrap fee program

Fee Structure

Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.

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percentage of assets

A percentage of the total value of assets under management is charged.

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Adam Khalifa’s Registration & Firm History

MA

09/16/2022 - Present

Citizens Securities, Inc. (WESTWOOD MA)

WI

09/26/2017 - 09/02/2022

CUNA BROKERAGE SERVICES, INC. (MADISON WI)

WI

12/07/2010 - 01/03/2011

NORTHWESTERN MUTUAL INVESTMENT SERVICES, LLC (MIDDLETON WI)

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Licenses & Designations

BOTH

Issued 11/16/2017

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/2009

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 09/26/2017

Series 7 - General Securities Representative Examination

BC

Issued 12/06/2010

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Adam I Khalifa.
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