Jessica McCarthy
Citizens Securities Inc. is a registered broker-dealer and investment adviser that offers various financial services, including investment advisory, securities products, and insurance services. As an affiliate of Citizens Bank N.A., the firm is a member of FINRA and SIPC, ensuring a level of compliance and trust within the financial industry.
Additionally, Clarfeld Financial Advisors LLC, also an SEC registered investment adviser, collaborates with Citizens Securities Inc. to provide tailored financial strategies and investment opportunities. Both firms emphasize the importance of risk management and personalized investment decisions based on individual goals and circumstances.
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