Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Jeffrey? Claim Your ProfileJeffrey Sutton is a registered representative at Citizens Securities, Inc. He has been in the industry since April 2009. Jeffrey Sutton is a Chartered Financial Analyst. Jeffrey Sutton has passed the Uniform Investment Adviser Law Examination and the Uniform Securities Agent State Law Examination. Jeffrey Sutton has experience with high-net-worth individuals, corporations or other businesses, and individuals other than high-net-worth. Jeffrey Sutton specializes in portfolio management for individuals, selection of other advisers, and financial planning. Jeffrey Sutton's firm, Citizens Securities, Inc., has a total of 53,044 clients and $9,188,004,183 in assets under management. Citizens Securities, Inc., provides financial planning, selection of other advisers, and portfolio management for individuals. They also participate in a wrap fee program.
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.
Comprehensive financial plans to help you achieve your personal and business goals.
Helps you choose top advisors aligned with your financial goals.
Personalized portfolio management to meet individual financial objectives.
Participate in wrap fee program
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.
A percentage of the total value of assets under management is charged.
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NY
11/27/2024 - Present
Citizens Securities, Inc. (TARRYTOWN NY)
Active
Inactive
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