Cody Klingensmith
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Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services and securities products. As an affiliate of Citizens Bank N.A., the firm operates under the principles of fiduciary responsibility, emphasizing tailored investment strategies based on individual client goals and financial risk tolerance.
In addition to investment advisory services, Citizens Securities Inc. provides access to various banking products and trust services through its parent company, Citizens Bank N.A. Both Citizens Securities Inc. and Clarfeld Financial Advisors LLC are committed to transparency and client education, ensuring that clients are informed about potential risks and investment strategies.
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