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Neerja Kalloo

Citizens Securities, Inc.

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About Neerja Kalloo

Neerja Kalloo is a financial advisor with over 20 years of experience in the industry. Neerja has been registered with Citizens Securities, Inc. since 2018. Previously, Neerja was a financial advisor at Santander Securities LLC, LPL Financial LLC, IFMG Securities, Inc., and Quick & Reilly, Inc. Neerja Kalloo is registered to provide investment advice in Massachusetts and New Hampshire. Neerja is also a registered representative in Massachusetts and New Hampshire.

Firm Information

Neerja Kalloo 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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Neerja Kalloo’s Registration & Firm History

MA

01/03/2018 - Present

Citizens Securities, Inc. (LEXINGTON MA)

MA

09/19/2012 - 03/05/2013

SANTANDER SECURITIES LLC (LEXINGTON MA)

MA

05/27/2008 - 09/19/2012

LPL FINANCIAL LLC (WEST ROXBURY MA)

MA

10/18/2004 - 05/27/2008

IFMG SECURITIES, INC. (LEXINGTON MA)

NY

11/19/2001 - 10/18/2004

QUICK & REILLY, INC. (NEW YORK NY)

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Licenses & Designations

IA

Issued 12/28/2017

Series 65 - Uniform Investment Adviser Law Examination

BC

Issued 11/29/2001

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/16/2001

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There are no public disclosures for Neerja Kalloo.
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