Ahmed Iqbal

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

• 12/2021 → 06/2024
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stratford, CT
• 12/2021 → 06/2024
  Bank Of America, N.A.
  Stratford, CT
• 02/2020 → 11/2021
  Bank Of America, N.A.
  Farmington, CT
• 01/2020 → 02/2020
  Unemployed
  Hamden, CT
• 01/2019 → 12/2019
  Time And Tune Center
  Doha
• 03/2018 → 12/2018
  Northwestern Mutual
  Westport, CT
• 01/2017 → 03/2018
  Keybank
  Clinton, CT
• 08/2016 → 12/2016
  University Of New Haven
  Orange, CT
• 06/2024 → Present
  Citizens Securities, Inc.
  New Haven, CT

Previous Registrations

• 2022-03-10 → 2024-06-07
  Merrill Lynch, Pierce, Fenner & Smith Incorporated
  Stratford, CT
  New York, NY
  New Haven, CT

Other Businesses

Name of OBA: Alaraa Corp Position: Shareholder / Passive Investor Type of Entity: Corporation Responsibilies of Position: I am a 40% equity owner and registered Agent of Alaraa Corp. It is a retail convenience store. My role is strickly that of a passive investor and silent partner. I do not participate in a day-to-day management, hiring or financial operations. My involvemnet is limited to receiving periodic financial updates as a shareholder Monthly Compensation / Net Profit: $5,000 / month Date of Initial Involvement: 01/05/2026 Approximate Amount of Time Devoted on a Monthly Basis: 0

Exams

• S66 Uniform Combined State Law Examination
  2022-03-09