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Andreen Yousif

Investment adviser representative at Citizens Securities, Inc.
12 yearsExperience
1 stateRegistered 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.

  1. Citizens Securities, Inc.Feb 2024 to now
  2. Citizens Bank, N/aFeb 2024 to now
  3. UnemployedAug 2023 to Feb 2024
  4. Pruco Securities LLCSep 2022 to Jul 2023
  5. UnemployedJul 2022 to Sep 2022
  6. Rocket MortgageFeb 2018 to Jul 2022
  7. Michigan State UniveristyAug 2014 to May 2018

Exams passed

  • Series 66 · Uniform Combined State Law2024

State registrations

Registered as an investment adviser representative in 1 state (MI).

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
7664882
Firm CRD
39550
Advisor's SEC record (opens in a new tab)
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