James Tafelski
Citizens Securities Inc. is a registered broker-dealer and SEC registered investment adviser, offering a range of investment products and financial strategies through its Wealth Management division, which operates under the Citizens brand. As a member of FINRA and SIPC, the firm provides risk-aware advisory services, emphasizing the importance of aligning investment decisions with individual goals and risk tolerance.
Affiliated with Citizens Bank N.A., Citizens Securities Inc. collaborates with Clarfeld Financial Advisors LLC to deliver comprehensive investment and insurance solutions. The firm ensures clients are well-informed about the inherent risks associated with securities and investment products, which are not insured by the FDIC and may lose value.
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