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Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of securities and investment advisory services. As an affiliate of Citizens Bank N.A., they provide clients with tailored financial strategies while emphasizing the importance of individual investment goals and risk tolerance.
In addition to investment advisory services, Citizens Securities Inc. and Clarfeld Financial Advisors LLC, also affiliated with Citizens, offer various financial products, including insurance and managed accounts. Clients are advised that investment products are subject to risks, including the potential loss of principal, and are not insured by the FDIC or any federal government agency.
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