Patrick George Heller
Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
7 statesRegistered in
$12.9BFirm assets
23 yearsFirm in business
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How the firm charges
Fee types in the public filing. This advisor may not use all of them.
Percentage of assets
Services the firm offers
These describe the firm as a whole, not only this advisor.
- Financial planning
- Portfolio management
Experience
12 years in the industry.
- Citizens Securities, Inc.Mar 2023 to now
- LPL Financial LLCMay 2022 to Mar 2023
- Cuna Brokerage Services, Inc.Oct 2021 to May 2022
- Cuna Mutual GroupOct 2021 to May 2022
- Equitable Advisors, LLCDec 2018 to Sep 2021
- AXA Advisors, LLCDec 2018 to Jun 2020
- Santander Bank NAOct 2017 to Nov 2018
- Santander Securities LLCOct 2017 to Nov 2018
- Cuso Financial Services, LPJun 2017 to Sep 2017
- PNC Investments LLCSep 2014 to Jun 2017
Exams passed
- Series 63 · Uniform Securities Agent State Law1998
- Series 66 · Uniform Combined State Law2007
State registrations
Registered as an investment adviser representative in 7 states (FL, MD, MI, NJ, OH, PA, VA).
Citizens Securities, Inc.
$12.9BAssets managed
60,545Clients
705Advisers
23 yearsIn business
Official records
SEC data as of Sep 29, 2026. Registrations and firm details can change; confirm current status on the SEC's Investment Adviser Public Disclosure (opens in a new tab) site.
- Individual CRD
- 2123083
- Firm CRD
- 39550