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Jeffrey Kenney Hanna

Citizens Securities, Inc.

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About Jeffrey Kenney Hanna

Jeffrey Kenney Hanna is a financial advisor registered with Citizens Securities, Inc. and Clarfeld. Jeffrey has been in the industry for over 30 years and has experience working with a variety of clients including individuals, corporations, and high-net-worth individuals. He has earned the Certified Financial Planner and Chartered Financial Analyst designations. Jeffrey's specializations include financial planning, portfolio management for individuals, and portfolio management for businesses. In addition to their work with Citizens Securities, Inc. and Clarfeld, Jeffrey is involved in the community, serving on the Planned Giving Advisory Council for Lifespan, the Investment Committee for Neighborhood Health Plan of RI, and as an advisor for Guidepoint Global Advisors.

Firm Information

Jeffrey Hanna 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 Hanna’s Registration & Firm History

RI

12/22/2021 - Present

Citizens Securities, Inc. (Providence RI)

RI

10/27/2015 - 01/08/2020

CITIZENS SECURITIES, INC. (PROVIDENCE RI)

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Licenses & Designations

BC

Issued 11/30/2015

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 10/27/2015

Series 7 - General Securities Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Jeffrey Kenney Hanna.
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