Travis LaCelle
Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment products and services tailored to meet individual financial goals and risk tolerance. As an affiliate of Citizens Bank N.A., the company is a member of FINRA and SIPC, providing clients with access to both banking and investment advisory services.
Clarfeld Financial Advisors LLC, another affiliate, also provides investment advisory services, ensuring that clients have various options for managing their financial strategies. Both entities emphasize the importance of understanding investment risks, including the potential loss of principal, while offering a variety of specialized financial solutions.
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