Kevin Valentine

Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser that offers a range of investment advisory services, securities, and insurance products. As an affiliate of Citizens Bank N.A., the firm emphasizes individual investment risk and aims to tailor its financial strategies to meet clients' unique goals and risk tolerances.

In partnership with Clarfeld Financial Advisors LLC, Citizens Securities provides a comprehensive approach to wealth management, ensuring that clients receive informed guidance throughout their investment journeys. The firm is a member of FINRA and SIPC, underscoring its commitment to regulatory compliance and client protection.

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