Unclaimed Profile

Jeffrey Kenney Hanna

CITIZENS INVESTMENT ADVISORS·PROVIDENCE, Rhode Island

SIE, Series 7, Series 63CFP CFAClean record10 years registeredCITIZENS 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 · 10 years registered

Brand Profile

Not yet started

Career History

CITIZENS SECURITIES, INC.

Dec 2021 – present

CITIZENS PRIVATE WEALTH

Aug 2019 – present

CITIZENS SECURITIES, INC.

Jan 2016 – Jan 2020

PROVIDENCE, RI

Registrations & Exams

FINRA examinations passed

SIE

Series 7

Series 63

Registration record

First registered · January 19, 2016

Years registered · 10

Professional designations · CFP, CFA

Disclosure History

Clean record · no disclosure events on file

Source: SEC IAPD, as of 14 August 2026. Verify on FINRA BrokerCheck →

Firm Overview

Firm

CITIZENS INVESTMENT ADVISORS

CRD 112738 · SEC 801-60253

Employees

Total firm employees

Services offered by CITIZENS INVESTMENT ADVISORS

Per Form ADV

Portfolio management (pooled investments)

Client types served by the firm

Per Form ADV

Institutional Investors

View all advisors at CITIZENS INVESTMENT ADVISORS →

Introduction

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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 holds the following professional designations: CFP, CFA. These credentials require rigorous education, examination, and ongoing continuing education.

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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