Advisor at Citizens Securities, Inc.
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Firm
Citizens Securities, Inc.
Location
Boalsburg, PA
Credentials
Series 63, Series 66
Industry experience
8 years
Adam Khalifa is a financial advisor at Citizens Securities, Inc. with eight years of industry experience. He holds Series 63 and Series 66 licenses and previously worked at CUNA Brokerage Services, Inc. and CUNA Mutual Group. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs as well as brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, while operating as both a broker-dealer and insurance agency.
Based on Citizens Securities, Inc.
0.50% annually
Account minimum: $2,000
Boalsburg, PA
Pennsylvania
Citizens Securities, Inc.
2022 - Present (4 years)
Citizens Bank
2022 - Present (4 years)
CUNA Brokerage Services, Inc.
2017 - 2022 (5 years)
CUNA Mutual Group
2014 - 2022 (8 years)
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Is active or affiliated with:
Insurance agent
They sell insurance products and may earn commissions on those sales.
Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
Bank
They're affiliated with a bank that may offer its own financial products and services.
Trust company
They provide trust and estate administration services, typically for separate fees.
Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
Is not active or affiliated with:
Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
Lawyer
They provide legal services, typically billed separately.
Real estate agent
They facilitate real estate transactions and may earn commissions.
CFP®, Series 63
State College, PA
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CFP®, Series 66
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Invested Advisors
CFP®, Series 65
State College, PA
Invested Advisors
ChFC®, Series 63
State College, PA
Nestlerode & Loy, Inc.
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