Jason Schott
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Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser that offers a range of investment advisory services, including managed account programs and digital advisory solutions. The company is a member of FINRA and SIPC, ensuring regulatory compliance and safeguarding client assets.
Affiliated with Citizens Bank N.A., Citizens Securities Inc. provides investment products and financial strategies tailored to individual clients' goals, risk tolerance, and time horizons. Additionally, Clarfeld Financial Advisors LLC operates as an SEC-registered investment adviser under the Citizens umbrella, expanding the range of services available to clients.
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