Jesse Pantano

Citizens Securities Inc., a member of FINRA and SIPC, provides a range of securities and investment advisory services, operating as a registered broker-dealer and SEC registered investment adviser. It works in conjunction with Clarfeld Financial Advisors LLC, offering tailored financial strategies and investment solutions, while underscoring the importance of individual goals and risk tolerance in investment decisions.

As a division of Citizens Bank N.A., Citizens Wealth Management emphasizes a holistic approach to financial planning, delivering investment products and advisory services that are distinct from traditional banking offerings. The firm is committed to transparency and compliance, ensuring that clients are informed of the risks associated with their investments.

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