Doug Rose
Citizens Securities Inc. offers a range of investment advisory services, including managed account programs and digital advisory solutions, while maintaining a commitment to compliance with regulatory standards as a member of FINRA and SIPC. The firm operates under the Citizens Financial Group umbrella, providing clients with access to various financial products and strategies that are tailored to individual investment goals and risk tolerances.
In addition to investment services, Citizens Securities Inc. provides insurance products and estate preservation services through its affiliated entities, ensuring a comprehensive approach to wealth management. Clients are advised that all investments carry risks, including the potential loss of principal, and should be evaluated based on personal financial objectives and time horizons.
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