Edward Pero

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a variety of investment advisory services through its affiliates, including Clarfeld Financial Advisors LLC. The company provides a range of investment products and financial strategies, all of which are subject to investment risks, including potential loss of principal invested.

As part of Citizens Bank N.A., Citizens Securities Inc. operates with a commitment to meeting the financial needs of clients through personalized services and investment strategies tailored to individual goals and risk tolerance. The firm emphasizes the importance of fully understanding the investment risks associated with its offerings, which are not insured by any federal government agency.

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