CITIZENS SECURITIES, INC.
CITIZENS SECURITIES, INC. is a leading financial firm that provides expert advice and services to clients looking to reach their financial goals. With a team of experienced and knowledgeable advisors, CITIZENS SECURITIES, INC. offers a wide range of financial services and resources to help clients make smart decisions about their money.
How does the advisor help clients – Key Takeaways:
- Provides expert financial advice and services
- Helps clients reach their financial goals
- Offers a wide range of financial services and resources
Facts and Insights:
Founded in 1995, CITIZENS SECURITIES, INC. has been helping clients for over 25 years. With a team of over 500 advisors, the firm has grown to manage over $70 billion in assets under management. CITIZENS SECURITIES, INC. is known for its exceptional customer service and commitment to providing personalized financial solutions for each client.
Assets Under Management, Number of Advisors and Time in Business:
| Assets Under Management | Number of Advisors | Time in Business |
|---|---|---|
| $70 billion | 500+ | 25+ years |
Financial Services Offered:
- Investment Management
- Financial Planning
- Retirement Planning
- Estate Planning
- Wealth Management
Client Types:
- High-net-worth individuals
- Business Owners
- Retirees
- Corporate Executives
- Families
Fees & Compensation:
CITIZENS SECURITIES, INC. charges a fee based on a percentage of assets under management for its investment management services. The firm may also receive commissions for certain investment products, but always discloses these fees to clients. The fee structure is designed to align the interests of the firm with those of its clients, ensuring that advisors are always acting in the best interest of their clients.
Background:
CITIZENS SECURITIES, INC. is a subsidiary of Citizens Financial Group, Inc., one of the oldest and largest financial institutions in the United States. With over 1,000 branches and over 2,700 ATMs nationwide, Citizens Financial Group, Inc. has a strong presence in the banking and financial services industry. As a subsidiary, CITIZENS SECURITIES, INC. is backed by the strength and stability of its parent company, allowing it to provide top-notch services to its clients.
Financial Advisor Disclosures to Know:
CITIZENS SECURITIES, INC. and its advisors are committed to transparency and ethical practices. As such, the firm discloses any potential conflicts of interest to its clients, including any third-party relationships or compensation arrangements that may influence the advice or services provided. The firm also adheres to all regulatory requirements and regularly reviews its policies and procedures to ensure compliance at all times.