Jennifer Roneker
Citizens Securities Inc. is a registered broker-dealer and SEC registered investment adviser, providing a range of financial services that include investment advisory and insurance products. As part of Citizens Bank N.A., the firm actively offers tailored financial strategies while emphasizing the importance of individual goals, time horizons, and risk tolerance in investment decisions.
Affiliated with Clarfeld Financial Advisors LLC and Estate Preservation Services LLC, Citizens Securities Inc. ensures clients receive comprehensive wealth management and insurance solutions. The firm operates under strict regulatory standards and member affiliations with FINRA and SIPC to protect client interests and investments.
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