Daniel Fuller
Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser affiliated with Citizens Bank N.A., providing a range of securities insurance products and investment advisory services. With membership in FINRA and SIPC, the firm emphasizes the importance of tailored investment decisions based on individual goals, risk tolerance, and time horizons.
Additionally, Clarfeld Financial Advisors LLC operates as another SEC-registered investment adviser under Citizens, offering comprehensive financial strategies and investment guidance. It should be noted that investment products provided by these affiliates entail risks, including the potential loss of principal invested, and are not insured by the FDIC or any federal government agency.
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