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Detailed Report
JEFFREY BERNARD RAND
JEFFERY BERNARD RAND, Jeff Rand
CRD#: 2094682
IA
Investment Adviser
B
Broker
CITIZENS SECURITIES, INC.CRD#: 39550 27777 Franklin Road
Southfield, MI 48034
Registration History
199019952000200520102015202020252 FIRMS2020 - 2022 (1 year)2 FIRMS2022 - Present (2 years)BFIDELITY BROKERAGE SERVICES LLC (CRD# 7784)2014 - 2020 (6 years)BMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2006 - 2014 (7 years)BCITIGROUP GLOBAL MARKETS INC. (CRD# 7059)1993 - 2006 (13 years)BLEHMAN BROTHERS INC. (CRD# 7506)1990 - 1993 (2 years)IAFIDELITY PERSONAL AND WORKPLAC... (CRD# 288590)2018 - 2020 (1 year)IASTRATEGIC ADVISERS LLC (CRD# 104555)2014 - 2018 (4 years)IAMERRILL LYNCH, PIERCE, FENNER ... (CRD# 7691)2007 - 2014 (7 years)
License(s)

State Registrations

B
Arizona 3/4/2025
B
Nevada 3/4/2025
B
California 3/4/2025
IA
Nevada 3/5/2025
IA
California 3/4/2025
B
South Carolina 3/4/2025
B
Illinois 3/4/2025
IA
South Carolina 3/7/2025
B
Michigan 4/11/2022
B
Tennessee 3/4/2025
IA
Michigan 4/11/2022

SRO Registrations

B
 FINRA

View Exams Passed by the individual in the detailed report

Learn about permitted activities of registered representatives

Learn about permitted activities of registered principals

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
CITIZENS SECURITIES, INC. (CRD#:39550)
27777 Franklin Road, Southfield, MI 48034
Registered with this firm since 4/11/2022
B
CITIZENS SECURITIES, INC. (CRD#:39550)
27777 Franklin Road, Southfield, MI 48034
Registered with this firm since 4/11/2022
Previous Registration(s)
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IA
 10/15/2020 - 03/24/2022 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Auburn Hills, MI
B
 10/15/2020 - 03/24/2022 CUSO FINANCIAL SERVICES, L.P. (CRD#:42132) Auburn Hills, MI
IA
 07/13/2018 - 03/25/2020 FIDELITY PERSONAL AND WORKPLACE ADVISORS (CRD#:288590) BOSTON, MA
B
 03/17/2014 - 03/25/2020 FIDELITY BROKERAGE SERVICES LLC (CRD#:7784) NOVI, MI
IA
 03/26/2014 - 07/13/2018 STRATEGIC ADVISERS LLC (CRD#:104555) GRAND RAPIDS, MI
IA
 01/18/2007 - 03/11/2014 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) DALLAS, TX
B
 12/15/2006 - 03/11/2014 MERRILL LYNCH, PIERCE, FENNER & SMITH INCORPORATED (CRD#:7691) DALLAS, TX
B
 07/31/1993 - 12/20/2006 CITIGROUP GLOBAL MARKETS INC. (CRD#:7059) CLINTON TOWNSHIP, MI
B
 10/24/1990 - 07/31/1993 LEHMAN BROTHERS INC. (CRD#:7506) NEW YORK, NY
For additional information about investment advisers or broker-dealers, please visit
www.investor.gov
B
Broker
A brokerage firm, also called a broker-dealer, is in the business of buying and selling securities – stocks, bonds, mutual funds, and certain other investment products – on behalf of its customer (as broker), for its own bank (dealer), or both. Individuals who work for broker-dealers - the sales personnel are commonly referred to as brokers.
IA
Investment Adviser
An investment adviser is paid for providing advice about securities to clients. In addition, some investment advisers manage investment portfolios and offer financial planning services.
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.