Norine Lima
Citizens Securities Inc., a registered broker-dealer and SEC registered investment adviser, provides a range of financial services and investment products through its affiliated entities, including Clarfeld Financial Advisors LLC. With a commitment to safeguarding client investments, the company adheres to stringent regulatory standards and emphasizes the importance of personalized investment strategies based on individual goals and risk tolerance.
As part of Citizens Bank N.A., Citizens Securities Inc. offers an array of services including securities transactions, insurance products, and advisory services, all subject to investment risks. The firm is a member of FINRA and SIPC, ensuring protection for clients while offering comprehensive financial solutions tailored to meet diverse client needs.
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