HJ
H. Jeffrey Spivack
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Work Experience
Oct 2021 - Mar 2024 · 2 years and 5 months
Vice President, Financial Planning Operations Manager
May 2022 - Mar 2024 · 1 years and 10 months
Officer, Wealth Senior Financial Planner
Oct 2021 - May 2022 · 7 months
Kaplan University
Cfptm Instructor - Kaplan For Temple University, Duquesne University, Nw Mutual, Prudential
Apr 2019 - Present · 5 years and 8 months
Company Details
10000+ Employees
At Citizens Securities, Inc., we recognize that you have multiple financial goals and priorities. So we follow a disciplined approach to help develop a plan based on your current and future financial goals. Our broad array of products and services are used to build your customized portfolio, put your plan into action, and help you live the life you want to live — no matter where you are on your financial journey.   Whether you’re just getting started or already underway investing, a Citizens Securities, Inc. Financial Advisor can help you navigate your financial journey every step of the way. Individuals and families seek our financial guidance for many different reasons, including:   • Professional investment management • Investment diversification • Risk management • Tax efficiency • Access to a wide range of investment and insurance options • Retirement   Securities, Insurance and Investment Advisory Services offered through Citizens Securities, Inc. (“CSI”). CSI is an SEC registered investment adviser and Member-FINRA and SIPC. One Citizens Bank Way, JCB135, Johnston, RI 02919. CSI is an affiliate of Citizens Bank, N.A. Please be aware that the security products offered are different from those offered by a bank and are subject to investment risk, including possible loss of principal amount invested.
Year Founded
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Social Media
Linkedin
Industry
Financial Services
HQ Location
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Keywords
Financial PlanningInvestment ManagementEstate & Trust Planning ServicesRetirementRisk ManagementInsurance
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