Personal Investing
With the customized and hands-on support of CitizensTrust Investment Services, your investment strategies will be thoroughly evaluated, honed, and designed to seek the maximum return on your investment and match your overall objectives.
From mutual funds and real estate investment trusts to annuities and stocks, CitizensTrust Investment Services professionals are here to help you invest for a more confident financial future.
Our Personal Investing professionals have a vast array
of experience benefiting clients in the following areas:
Brokerage and Trading
Tax-Deferred Investments
Retirement Income Planning
Asset Allocation
College Funding
Life Insurance
CitizensTrust Investment Services is a division of Citizens Business Bank, N.A.
Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). Insurance products are offered through LPL or its licensed affiliates. Citizens Business Bank, N.A. and CitizensTrust Investment Services are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using CitizensTrust Investment Services, and may also be employees of Citizens Business Bank, N.A. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Citizens Business Bank, N.A. or CitizensTrust Investment Services. Securities and insurance offered through LPL or its affiliates are:
| Not Insured By FDIC or Any Other Government Agency ● Not Bank Guaranteed ● Not Bank Deposits Or Obligations ● May Lose Value |
Citizens Business Bank, N.A. provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.
Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.
The LPL Financial registered representative(s) associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.
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