Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Keith? Claim Your ProfileKeith Mendes is a registered representative with Citizens Securities, Inc. Keith has been in the securities industry since November 2015. Keith has passed the Uniform Securities Agent State Law Examination and the Uniform Investment Adviser Law Examination. Keith is a licensed representative in Connecticut. Citizens Securities, Inc. is an investment advisor that manages assets of between $1 billion and $10 billion. The firm provides portfolio management, financial planning, and selection of other advisers.
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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CT
01/07/2025 - Present
Citizens Securities, Inc. (MYSTIC CT)
Active
Inactive
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