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Adam K
Series 63, Series 66
Boalsburg, PA
Citizens Securities, Inc.
Adam Khalifa is a financial advisor at Citizens Securities, Inc. with nine years of industry experience. He holds Series 63 and Series 66 registrations and has worked at Citizens Securities and Citizens Bank since 2022, following five years at CUNA Brokerage Services and eight years at CUNA Mutual Group. Citizens Securities, a wholly owned subsidiary of Citizens Bank, serves a broad retail client base including individual and high-net-worth investors and individual retirement plans. The firm offers investment advisory programs alongside brokerage and insurance services, featuring a digital advisory platform and Managed Account program.
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