Pat Heller
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Citizens Securities Inc., a registered broker-dealer and SEC-registered investment adviser, operates as an affiliate of Citizens Bank N.A. offering a variety of investment products and financial strategies tailored to individual client goals and risk tolerance. The firm is a member of FINRA and SIPC, ensuring a secure and regulated environment for its clients.
In conjunction with Clarfeld Financial Advisors LLC, Citizens Securities provides a range of investment advisory services, insurance products, and wealth management solutions designed to meet diverse financial needs. Both firms prioritize transparency and the well-being of clients, with a commitment to adhere to fiduciary standards in their advisory practices.
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