Joseph Perna

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1835 Market St
Philadelphia, PA 19103
+1 (215) 254-3820
https://fa.citizensbank.com

Citizens Securities Inc., a member of FINRA and SIPC, offers a range of investment advisory services and securities brokerage as a registered broker-dealer and SEC registered investment adviser. Affiliated with Citizens Bank N.A., the firm provides tailored financial strategies that consider individual clients' goals, risk tolerance, and investment horizons.

In addition to investment advisory services, Citizens Securities Inc. and Clarfeld Financial Advisors LLC offer various financial products and services while ensuring clients are informed of the associated risks, including the potential loss of principal invested. Citizens Wealth Management operates as a division of Citizens Bank N.A., emphasizing a comprehensive approach to wealth management and financial planning.

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