Todd Jones

Citizens Securities Inc., a registered broker-dealer and SEC-registered investment adviser, offers a range of investment products and financial strategies tailored to individual client goals. As an affiliate of Citizens Bank N.A., the company provides securities insurance brokerage services and investment advisory services while ensuring compliance with FINRA and SIPC regulations.

Additionally, Clarfeld Financial Advisors LLC serves as another affiliate, offering further investment advisory services to clients. Citizens Wealth Management, operating under certain instances as Citizens Private Wealth, is dedicated to helping clients navigate their financial journeys while emphasizing the importance of understanding investment risks and personal financial objectives.

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