Kaitlin Oliveira

Website
520 White Plains Rd
Tarrytown, NY 10591
https://fa.citizensbank.com

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser that operates under the umbrella of Citizens Bank N.A. The firm offers a variety of financial services, including investment advisory services and securities brokerage, while also emphasizing the importance of individual investment strategies tailored to client goals and risk tolerance.

In addition to its core services, Citizens Securities Inc. collaborates with affiliates such as Clarfeld Financial Advisors LLC and Estate Preservation Services LLC, providing clients with diverse wealth management solutions. The firm is a member of FINRA and SIPC, ensuring adherence to industry standards and promoting client trust in their financial decisions.

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United States›New York›Tarrytown›Kaitlin Oliveira

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