Unclaimed Profile

Jeffrey Kenney Hanna

CITIZENS INVESTMENT ADVISORS·PROVIDENCE, Rhode Island

CITIZENS INVESTMENT ADVISORS

CITIZENS BANK N.A., PROVIDENCE, RI 02903CRD# 4393497Firm CRD# 112738

Profile Verification

Sourced · FINRA · SEC · CFP Board · Self-disclosed

Identity

Jeffrey Kenney Hanna · PROVIDENCE, RI

Registration

CRD #4393497 · CITIZENS INVESTMENT ADVISORS

Brand Profile

Not yet started

Disclosure history

9 disclosures on file · See FINRA BrokerCheck for full record

About

Jeffrey Kenney Hanna is a registered financial advisor based in PROVIDENCE, Rhode Island, affiliated with CITIZENS INVESTMENT ADVISORS. This profile is generated from public SEC and FINRA registration data.

Focus Areas

Specialties

Investment Management

Fee-Only Advisory

Client Types

Institutional Investors

Introduction

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Firm Overview

Firm

CITIZENS INVESTMENT ADVISORS

AUM

—

Regulatory assets under management

Employees

Total firm employees

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Services

Portfolio management (pooled investments)

Background

Compensation

Percentage of AUM

Regulatory

SEC/IARD CRD# 4393497

Firm CRD# 112738

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Frequently Asked Questions

What services does Jeffrey Kenney Hanna offer?

Jeffrey Kenney Hanna specializes in Investment Management, Fee-Only Advisory. Contact their office in PROVIDENCE, Rhode Island for a consultation.

What are Jeffrey Kenney Hanna's credentials?

Jeffrey Kenney Hanna is a registered investment adviser representative. Check their firm's Form ADV filing for detailed qualification information.

Where is Jeffrey Kenney Hanna located?

Jeffrey Kenney Hanna is based in PROVIDENCE, Rhode Island, working with CITIZENS INVESTMENT ADVISORS. Their office serves clients in the PROVIDENCE metropolitan area and surrounding communities.

How does Jeffrey Kenney Hanna charge for services?

Jeffrey Kenney Hanna's firm is compensated through percentage of aum. Always review the firm's Form ADV Part 2 for complete fee details before engaging an advisor.

How large is CITIZENS INVESTMENT ADVISORS?

CITIZENS INVESTMENT ADVISORS is a registered investment adviser with the SEC. See their Form ADV for full details.

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