Michele Nehls
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Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser affiliated with Citizens Bank NA, offering a variety of investment advisory services and insurance products. With a commitment to meeting individual financial goals, their services include managed accounts, digital advisory programs, and brokerage services provided by professionals within the framework of FINRA and SIPC regulations.
Additionally, Clarfeld Financial Advisors LLC, an SEC-registered investment adviser, collaborates with Citizens Securities Inc. to provide comprehensive wealth management solutions. The firm emphasizes the importance of personalized investment strategies while acknowledging that all investment products and services are subject to risk, including potential loss of principal invested.
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