Julie Nootbaar

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1215 Superior Ave Fl 5
Cleveland, OH 44114
+1 (216) 277-1650
https://fa.citizensbank.com

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a variety of investment advisory services and insurance products, all subject to investment risk, including the potential loss of principal. With affiliations to Citizens Bank NA and Clarfeld Financial Advisors LLC, the firm provides tailored financial solutions to meet individual investment goals and risk tolerances.

In addition to brokerage services, Citizens Securities Inc. is involved in wealth management through its division, Citizens Private Wealth, which emphasizes personalized investment strategies. The firm operates under the principles of transparency and fiduciary responsibility, ensuring that clients are informed about the risks associated with their investment decisions.

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