Lisa Mahabir

Citizens Securities Inc., a member of FINRA and SIPC, offers a range of investment products and financial advisory services, including those provided by its affiliate Clarfeld Financial Advisors LLC. While their services include managed accounts and digital advisory programs, clients should be aware that all investments are subject to risks, including the potential loss of principal. Citizens Wealth Management operates under Citizens Bank N.A., providing clients with customized financial strategies tailored to individual goals and risk tolerances. It is important to note that investment products offered by Citizens and its affiliates are not insured by the FDIC, are not guaranteed by the bank, and may lose value. Generated from the website

Citizens Securities Inc., a registered broker-dealer and SEC registered investment adviser, offers a range of financial services including investment advisory and securities products. As a member of FINRA and SIPC, the firm emphasizes investment risk and tailored financial strategies to meet individual client goals and risk tolerance. Affiliated with Citizens Bank N.A., Citizens Securities partners with Clarfeld Financial Advisors LLC, providing clients with a comprehensive approach to wealth management. The company's offerings are distinct from traditional banking products, highlighting the importance of informed investment decisions and adherence to regulatory standards. Generated from the website

Scottrade is a leading online investment firm with the online trading tools and market research to help individuals make their own investment decisions.