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Hollie Ha Hodge

Citizens Securities, Inc.

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About Hollie Ha Hodge

Hollie Hodge is an investment advisor representative at Citizens Securities, Inc. Hollie has been in the industry since February 2006, and has held positions at several firms including PNC Investments and NatCity Investments, Inc. Hollie is registered in Michigan and Arizona. Hollie is a Series 7, Series 63, Series 65 and SIE licensed representative. Hollie specializes in providing financial planning and portfolio management services to individuals and corporations. Hollie also participates in a wrap fee program.

Firm Information

Hollie Hodge 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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Hollie Hodge’s Registration & Firm History

OH

12/18/2018 - Present

Citizens Securities, Inc. (ROCKY RIVER OH)

MI

11/13/2009 - 06/14/2018

PNC INVESTMENTS (TROY MI)

MI

07/15/2008 - 11/13/2009

NATCITY INVESTMENTS, INC. (IMLAY CITY MI)

MI

02/14/2006 - 07/01/2008

CHASE INVESTMENT SERVICES CORP. (LAPEER MI)

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Licenses & Designations

IA

Issued 12/13/2018

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 01/25/2006

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 11/01/2022

Series 7TO - General Securities Representative Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 02/13/2006

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Hollie Ha Hodge. Review regulatory record here.
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