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Neerja Kalloo

Citizens Securities, Inc.

Lexington, MA

Albany, NY

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Current Employers
Citizens Securities, Inc.

One Citizens Bank Way Jcb135, Johnston, RI 02919 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-13
CA RA APPROVED 2025-03-05
NH RA APPROVED 2018-01-03
  • FL RA
    APPROVED
    Since 2025-03-13
  • CA RA
    APPROVED
    Since 2025-03-05
  • NH RA
    APPROVED
    Since 2018-01-03

Branch Locations

1776 Mass Ave Ms: Ma-777, Lexington, MA 02420 • United States

20 Corporate Woods Blvd, Suite 302 Ms: Nyac10, Albany, NY 12211 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Citizens Bank Lexington MA 11/2014 12/2017
Cco Investment Services Lexington PA 11/2014 12/2017
Citizens Securities Inc. Lexington MA 12/2017 10/2022
Citizens Bank Lexington MA 12/2017 10/2022
Citizens Securities, Inc. Lexington MA 10/2022 Present
Citizens Bank, N/A Lexington MA 10/2022 Present
  • 11/2014 → 12/2017
    Citizens Bank
    Lexington, MA
  • 11/2014 → 12/2017
    Cco Investment Services
    Lexington, PA
  • 12/2017 → 10/2022
    Citizens Securities Inc.
    Lexington, MA
  • 12/2017 → 10/2022
    Citizens Bank
    Lexington, MA
  • 10/2022 → Present
    Citizens Securities, Inc.
    Lexington, MA
  • 10/2022 → Present
    Citizens Bank, N/A
    Lexington, MA
Other Businesses

Notary

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2017-12-28
S63 Uniform Securities Agent State Law Examination 2001-11-29
  • S65 Uniform Investment Adviser Law Examination
    2017-12-28
  • S63 Uniform Securities Agent State Law Examination
    2001-11-29
Other Names
  • Neerja Thussu

View on SEC IAPD

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SPENCER NORMAN BETTS

Other Offices

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OUELLETTE WEALTH ADVISORY LLC · LEXINGTON, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA
HIGHTOWER ADVISORS, LLC · Lexington, MA
STREET SMART FINANCIAL, LLC · LEXINGTON, MA
LPL FINANCIAL LLC · LEXINGTON, MA
LPL FINANCIAL LLC · LEXINGTON, MA
COMMONWEALTH FINANCIAL NETWORK · LEXINGTON, MA

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