Charles Slany

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser that provides a range of financial services, including investment advisory and securities brokerage. As an affiliate of Citizens Bank N.A., the firm operates under the regulatory oversight of FINRA and SIPC, offering clients a variety of investment products and financial strategies tailored to individual goals and risk tolerances.

Additionally, Clarfeld Financial Advisors LLC is also affiliated with Citizens Bank N.A. and provides investment advisory services to clients. Both entities emphasize the importance of understanding investment risks, as their products are not insured by the FDIC or any federal government agency and may involve potential loss of principal invested.

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