Randall Marquez
Open
25 Union Pl
Summit, NJ 07901
Citizens Securities Inc. and Clarfeld Financial Advisors LLC are affiliates of Citizens Bank NA, providing a range of investment advisory services and insurance brokerage. Both firms are members of FINRA and SIPC, ensuring a commitment to regulatory standards and customer protection.
Their offerings include managed accounts, digital advisory programs, and various investment strategies tailored to individual goals and risk tolerances. These services, while aimed at maximizing financial outcomes, are subject to investment risks, including the potential loss of principal invested.
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