Best Investors Account Sign in

Rani Ojha

Citizens Securities, Inc.

Albany, NY

Succasunna, NJ

Claim This Profile
Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2025-03-13
NY RA APPROVED 2025-03-12
NJ RA APPROVED 2022-11-07
  • FL RA
    APPROVED
    Since 2025-03-13
  • NY RA
    APPROVED
    Since 2025-03-12
  • NJ RA
    APPROVED
    Since 2022-11-07

Branch Locations

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

2 Commerce Blvd Ms: Nj199, Succasunna, NJ 07876 • 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
Santander Securities, Llc San Juan PR 10/2015 03/2017
Santander Securities, Llc Dorchester MA 11/2017 02/2022
Santander Bank, Na Boston MA 06/2015 08/2022
Santander Securities, Llc Dorchester MA 02/2022 08/2022
Citizens Securities, Inc Westwood MA 08/2022 10/2022
Citizens Bank, N.A Denville NJ 08/2022 10/2022
Citizens Bank Roxbury NJ 10/2022 Present
Citizens Securities, Inc Westwood MA 10/2022 Present
  • 10/2015 → 03/2017
    Santander Securities, Llc
    San Juan, PR
  • 11/2017 → 02/2022
    Santander Securities, Llc
    Dorchester, MA
  • 06/2015 → 08/2022
    Santander Bank, Na
    Boston, MA
  • 02/2022 → 08/2022
    Santander Securities, Llc
    Dorchester, MA
  • 08/2022 → 10/2022
    Citizens Securities, Inc
    Westwood, MA
  • 08/2022 → 10/2022
    Citizens Bank, N.A
    Denville, NJ
  • 10/2022 → Present
    Citizens Bank
    Roxbury, NJ
  • 10/2022 → Present
    Citizens Securities, Inc
    Westwood, MA
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2022-11-04
S63 Uniform Securities Agent State Law Examination 2018-01-26
  • S65 Uniform Investment Adviser Law Examination
    2022-11-04
  • S63 Uniform Securities Agent State Law Examination
    2018-01-26

View on SEC IAPD

Other Firms

ALLSQUARE WEALTH MANAGEMENT, LLC
CETERA INVESTMENT ADVISERS LLC
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC
MPWM ADVISORY SOLUTIONS LLC
LPL FINANCIAL LLC
THE AFFINITY GROUP, LLC
WELLS FARGO CLEARING SERVICES, LLC
CERITY PARTNERS LLC

Other Investors

DANIEL DOUGLAS BAUER
BRETT PHILIP HARRIS
DOUGLAS JAMES BAUER
MICHAEL STEPHEN SHAPIRO
STEPHEN MARK PEER
RICHARD JEFFERY ANTHONY
GEORGE NICHOLAS BROWN
JOHN COLE BUFF

Other Offices

ALLSQUARE WEALTH MANAGEMENT, LLC · ALBANY, NY
CETERA INVESTMENT ADVISERS LLC · ALBANY, NY
RAYMOND JAMES FINANCIAL SERVICES ADVISORS, INC · Albany, NY
MPWM ADVISORY SOLUTIONS LLC · ALBANY, NY
CITIZENS SECURITIES, INC. · ALBANY, NY
LPL FINANCIAL LLC · ALBANY, NY
THE AFFINITY GROUP, LLC · ALBANY, NY
WELLS FARGO CLEARING SERVICES, LLC · ALBANY, NY

More in Albany, NY

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor