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Jeffrey Bernard Rand

Citizens Securities, Inc.

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About Jeffrey Bernard Rand

Jeffrey Bernard Rand is a financial advisor registered with Citizens Securities, Inc. Jeffrey has been in the financial services industry since 1990 and has a wide range of experience in the field. Jeffrey is also registered with the state of Michigan as an investment advisor representative.

Firm Information

Jeffrey Rand 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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Jeffrey Rand’s Registration & Firm History

OH

04/11/2022 - Present

Citizens Securities, Inc. (FAIRLAWN OH)

MI

10/15/2020 - 03/24/2022

CUSO FINANCIAL SERVICES, L.P. (Auburn Hills MI)

MI

03/17/2014 - 03/25/2020

FIDELITY BROKERAGE SERVICES LLC (NOVI MI)

TX

12/15/2006 - 03/11/2014

MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (DALLAS TX)

MI

07/31/1993 - 12/20/2006

CITIGROUP GLOBAL MARKETS INC. (CLINTON TOWNSHIP MI)

NY

10/24/1990 - 07/31/1993

LEHMAN BROTHERS INC. (NEW YORK NY)

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Licenses & Designations

BOTH

Issued 08/30/2010

Series 66 - Uniform Combined State Law Examination

BC

Issued 10/29/1990

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 01/02/2023

Series 10 - General Securities Sales Supervisor - General Module Examination

BC

Issued 01/02/2023

Series 9 - General Securities Sales Supervisor - Options Module Examination

BC

Issued 08/07/1998

Series 8 - General Securities Sales Supervisor Examination (Options Module & General Module)

BC

Issued 01/02/2023

Series 99TO - Operations Professional Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/22/1990

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Bernard Rand.
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