Keith Traffican
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Citizens Securities Inc., a registered broker-dealer and SEC-registered investment adviser, is a member of FINRA and SIPC, providing a range of investment advisory services and securities brokerage. The firm is an affiliate of Citizens Bank N.A., which offers various banking products, trust services, and investment strategies tailored to individual financial goals and risk tolerance.
Through its division Citizens Wealth Management, Citizens Securities Inc. collaborates with Clarfeld Financial Advisors LLC to deliver comprehensive financial planning and investment solutions. The products and strategies offered by Citizens and its affiliates are subject to investment risk, including the potential loss of principal, and are not FDIC insured or bank guaranteed.
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