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Jeffrey Bernard Rand

Citizens Securities, Inc.

Rochester, MI

Rocky River, OH

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Current Employers
Citizens Securities, Inc.

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

Current Registrations

AuthorityCategoryStatusDate
NE RA APPROVED 2026-07-29
NC RA APPROVED 2025-12-22
IL RA APPROVED 2025-03-12
SC RA APPROVED 2025-03-07
NV RA APPROVED 2025-03-05
CA RA APPROVED 2025-03-04
MI RA APPROVED 2022-04-11
  • NE RA
    APPROVED
    Since 2026-07-29
  • NC RA
    APPROVED
    Since 2025-12-22
  • IL RA
    APPROVED
    Since 2025-03-12
  • SC RA
    APPROVED
    Since 2025-03-07
  • NV RA
    APPROVED
    Since 2025-03-05
  • CA RA
    APPROVED
    Since 2025-03-04
  • MI RA
    APPROVED
    Since 2022-04-11

Branch Locations

44 North Adams Rochester Hills Mailstop: Mib804, Rochester, MI 48309 • United States

21550 Center Ridge Road Ms: Ohb671, Rocky River, OH 44116 • 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
Fidelity Brokerage Services Llc Southfield MO 02/2014 02/2020
Fidelity Personal And Workplace Advisors Boston MA 07/2018 02/2020
Unemployed Clarkston MI 03/2020 09/2020
Cuso Financial Services, Lp San Diego CA 10/2020 04/2022
Cornerstone Community Financial Credit Union Auburn Hills MI 10/2020 04/2022
Citizens Securities, Inc. Southfield MI 04/2022 03/2025
Citizens Securities Inc., Rochester MI 03/2025 Present
  • 02/2014 → 02/2020
    Fidelity Brokerage Services Llc
    Southfield, MO
  • 07/2018 → 02/2020
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 03/2020 → 09/2020
    Unemployed
    Clarkston, MI
  • 10/2020 → 04/2022
    Cuso Financial Services, Lp
    San Diego, CA
  • 10/2020 → 04/2022
    Cornerstone Community Financial Credit Union
    Auburn Hills, MI
  • 04/2022 → 03/2025
    Citizens Securities, Inc.
    Southfield, MI
  • 03/2025 → Present
    Citizens Securities Inc.,
    Rochester, MI
Previous Registrations
  • 2020-10-15 → 2022-03-24
    Cuso Financial Services, L.P.
    Auburn Hills, MI
    San Diego, CA
    Auburn Hills, MI
  • 2018-07-13 → 2020-03-25
    Fidelity Personal And Workplace Advisors
    Boston, MA
  • 2014-03-26 → 2018-07-13
    Strategic Advisers Llc
    Birmingham, MI
    Southfield, MI
    Grand Rapids, MI
  • 2007-01-18 → 2014-03-11
    Merrill Lynch, Pierce, Fenner & Smith Incorporated
    Auburn Hills, MI
    New York, NY
    Farmington Hills, MI
    New York, NY
    Dallas, TX
    Indianapolis, IN
    Farmington Hills, MI
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2010-08-30
S63 Uniform Securities Agent State Law Examination 1990-10-29
  • S66 Uniform Combined State Law Examination
    2010-08-30
  • S63 Uniform Securities Agent State Law Examination
    1990-10-29
Other Names
  • Jeffery Bernard Rand
  • Jeff Rand

View on SEC IAPD

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