Nathan Roberts
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Citizens Securities Inc. is a registered broker-dealer and SEC-registered investment adviser, offering a range of investment products and financial strategies that are subject to market risks, including the potential loss of principal invested. As an affiliate of Citizens Bank N.A., they provide investment advisory services through partnerships with Clarfeld Financial Advisors LLC and other unaffiliated members of FINRA and SIPC.
In addition to investment advisory services, Citizens Securities Inc. and its affiliates offer securities insurance products, mortgage services, and banking products that are not FDIC insured and may lose value. The firm emphasizes the importance of tailoring investment decisions to individual goals and risk tolerance.
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