Lee Hurney

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser that offers a range of investment advisory services and securities insurance products. Operating as an affiliate of Citizens Bank N.A., the firm aims to provide tailored financial strategies while emphasizing the importance of individualized investment decisions based on clients' goals and risk tolerances.

Additionally, Clarfeld Financial Advisors LLC, another affiliate, also offers investment advisory services. Both entities are committed to maintaining high standards of fiduciary responsibility and compliance, ensuring that clients are informed about the risks associated with investments and the potential for loss of principal.

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