James Lucidonio
Photos
Citizens Securities Inc. is a registered broker-dealer and investment adviser, affiliated with Citizens Bank NA, offering a range of investment advisory services and insurance products. The firm is a member of FINRA and SIPC, ensuring clients receive services that comply with industry regulations while managing investment risks, including the potential loss of principal.
Additionally, Clarfeld Financial Advisors LLC operates as a registered investment adviser under the Citizens brand, providing tailored financial strategies designed to meet individual goals and risk tolerances. Citizens Securities, along with its affiliates, emphasizes the importance of informed investment decisions and the unique financial needs of each client, while ensuring compliance with investment advisory standards.
Generated from the website



