Rawad Kassem
Investment adviser representative at Citizens Securities, Inc.
13 yearsExperience
13 statesRegistered in
CFP® certificationDesignation
$12.9BFirm assets
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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
13 years in the industry.
- Citizens Securities Inc.,Mar 2024 to now
- Santander Securities, LLCFeb 2016 to Mar 2024
- Santander Bank, NANov 2013 to Mar 2024
Designations
- CFP® certification
Exams passed
- Series 63 · Uniform Securities Agent State Law2012
- Series 65 · Uniform Investment Adviser Law2012
State registrations
Registered as an investment adviser representative in 13 states (AZ, CA, CT, FL, ME, NC, NH, NY, OH, PA, RI, TX, UT).
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
- 6034231
- Firm CRD
- 39550