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Steven P
Series 63, Series 65
Brattleboro, VT
Citizens securities, Inc.
Steven Potwin is a financial advisor at Citizens Securities, Inc. with 17 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at several firms including Northwestern Mutual Wealth Management Company and Santander Bank. Potwin is a member of the Greater Monadnock Collaborative and serves as a notary public. Citizens Securities serves individual and high-net-worth investors as well as individual retirement plans, offering investment advisory programs, brokerage, and insurance services. The firm provides both discretionary and non-discretionary investment solutions, including a digital advisory program and managed accounts.
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