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
Conshohocken, PA 19428
Credentials
Series 66
Industry experience
6 years
Hamza Khan is a financial advisor at Citizens Securities, Inc. with six years of industry experience. He holds the Series 66 designation and has previously worked at JPMorgan Chase Bank, N.A., J.P. Morgan Securities, PNC Investments LLC, Bank of America, N.A., Merrill, and TD Bank. Citizens Securities serves a broad retail client base including individual and high-net-worth investors and offers investment advisory programs alongside brokerage and insurance services. The firm operates both discretionary and non-discretionary advisory programs and is wholly owned by Citizens Bank, N.A.
Based on Citizens Securities, Inc.
0.50% annually
Account minimum: $2,000
300 Barr Harbor Drive, Suite 450, Mailstop: Pabh10
Conshohocken, PA 19428
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Citizens Securities, Inc.
2025 - Present (1 year)
JPMorgan Chase BAnk, N.A.
2023 - 2025 (2 years)
J.P. Morgan Securities
2023 - 2025 (2 years)
PNC Investments LLC
2021 - 2022 (1 year)
Bank of America, N.A.
2019 - 2021 (2 years)
Merrill
2019 - 2021 (2 years)
Unemployed
2019 - 2019 (1 year)
TD Bank
2014 - 2019 (5 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.
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