Adam I Khalifa

Employer firm

Citizens Securities, Inc. CRD 39550

$12.9B regulatory AUM 60,545 advisory clients

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers
• PARTICIPATE IN WRAP FEE PROGRAM

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 09/2017 → 09/2022
  Cuna Brokerage Services, Inc.
  Waverly, IA
• 03/2014 → 09/2022
  Cuna Mutual Group
  Madison, WI
• 09/2022 → Present
  Citizens Bank
  Westwood, MA
• 09/2022 → Present
  Citizens Securities, Inc.
  Westwood, MA

Previous Registrations

• 2017-11-16 → 2022-09-02
  Cuna Brokerage Services, Inc.
  Madison, WI
  Allison, IA
  Riverside, CA
  Madison, WI

Exams

• S66 Uniform Combined State Law Examination
  2017-11-16
• S63 Uniform Securities Agent State Law Examination
  2009-10-29