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Patrick George Heller

Citizens Securities, Inc.

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About Patrick George Heller

Patrick Heller is a registered representative with Citizens Securities, Inc. Patrick has been in the financial services industry since January 14, 1999. Patrick is licensed in Maryland, New Jersey, Pennsylvania, and Virginia. Patrick has a strong background in financial planning and portfolio management. Citizens Securities, Inc. is a full-service brokerage firm that offers a wide range of financial products and services to individual and institutional clients. The firm manages over $9 billion in assets and has a client base of over 53,000 individuals and businesses. Patrick is committed to providing clients with personalized financial advice and investment solutions.

Firm Information

Patrick Heller 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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Patrick Heller’s Registration & Firm History

PA

04/13/2023 - Present

Citizens Securities, Inc. (CAMP HILL PA)

PA

05/18/2022 - 03/28/2023

LPL FINANCIAL LLC (Harrisburg PA)

PA

10/15/2021 - 05/18/2022

CUNA BROKERAGE SERVICES, INC. (Harrisburg PA)

PA

12/14/2018 - 10/18/2021

EQUITABLE ADVISORS, LLC (MECHANICSBURG PA)

PA

10/17/2017 - 11/29/2018

SANTANDER SECURITIES LLC (YORK PA)

PA

06/19/2017 - 09/28/2017

CUSO FINANCIAL SERVICES, L.P. (HARRISBURG PA)

PA

11/14/2013 - 06/09/2017

PNC INVESTMENTS (EPHRATA PA)

PA

04/25/2012 - 10/18/2013

M&T SECURITIES, INC. (HARRISBURG PA)

PA

11/06/2006 - 04/20/2012

AXA ADVISORS, LLC (HARRISBURG PA)

MD

06/28/2001 - 10/17/2006

M&T SECURITIES, INC. (BALTIMORE MD)

NY

02/13/1998 - 11/19/1999

MONY SECURITIES CORPORATION (NEW YORK NY)

NJ

03/11/1991 - 02/27/1992

PRUCO SECURITIES CORPORATION (NEWARK NJ)

NJ

03/11/1991 - 02/27/1992

THE PRUDENTIAL INSURANCE COMPANY OF AMERICA (NEWARK NJ)

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Licenses & Designations

BOTH

Issued 02/27/2007

Series 66 - Uniform Combined State Law Examination

BC

Issued 02/05/1998

Series 63 - Uniform Securities Agent State Law Examination

BC

Issued 10/01/2018

SIE - Securities Industry Essentials Examination

BC

Issued 11/11/2006

Series 7 - General Securities Representative Examination

BC

Issued 02/12/1998

Series 6 - Investment Company Products/Variable Contracts Representative Examination

State Registrations

Active

Inactive

SRO Registrations

F

FINRA

Disclosures

There is public disclosure for Patrick George Heller. Review regulatory record here.
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