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Majd N. Abuaitah

Citizens Securities, Inc.

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About Majd N. Abuaitah

Majd Abuaitah is a financial advisor with Citizens Securities, Inc. Majd has been in the industry since December 2021 and is registered with the state of New York. Majd holds Series 6, 63, and SIE licenses, and has experience with a variety of investment products and services. Majd specializes in financial planning, portfolio management for individuals, and selection of other advisors. Majd is also licensed to provide investment advice to corporations or other businesses. Prior to joining Citizens Securities, Inc., Majd worked at J.P. Morgan Securities LLC.

Firm Information

Majd Abuaitah 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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Majd Abuaitah’s Registration & Firm History

NY

09/25/2023 - Present

Citizens Securities, Inc. (PENFIELD NY)

NY

12/21/2021 - 09/16/2023

J.P. MORGAN SECURITIES LLC (FAIRPORT NY)

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Licenses & Designations

BC

Issued 01/18/2022

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 12/21/2021

Series 6TO - Investment Company Products/Variable Contracts Representative Examination

BC

Issued 11/02/2021

SIE - Securities Industry Essentials Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Majd N. Abuaitah.
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