Mark Zonno
Citizens Securities Inc. operates as a registered broker-dealer and SEC-registered investment adviser, offering a range of investment advisory services. Affiliated with Citizens Bank N.A., the firm emphasizes adherence to regulatory standards, including membership in FINRA and SIPC, while providing tailored financial strategies to meet individual client goals and risk tolerances.
In addition to investment advisory services, Citizens Securities Inc. offers brokerage services in collaboration with Clarfeld Financial Advisors LLC and other affiliates. The firm highlights the importance of investment risk awareness, indicating that products and strategies are subject to market fluctuations and potential loss of principal.
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