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Patrick B

Series 63, Series 65

Spring Lake, NJ

Citizens securities, Inc.

Patrick Burgdorf is a financial advisor at Citizens Securities, Inc. with 37 years of industry experience. He holds Series 63 and Series 65 designations. His prior experience includes over three decades at TIAA-CREF and roles at WestPark Capital, Inc., Cetera, and Investors Bank. Outside of his advisory work, he serves as a volunteer firefighter and treasurer for the Exempt Firemen's Association of Deal. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs, brokerage, and insurance services. The firm operates a digital advisory program alongside managed accounts and functions as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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