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James B

Series 65, Series 66

Newburgh, NY

Citizens Securities, Inc.

James Brandemarte is a financial advisor at Citizens Securities, Inc. in Newburgh, NY, holding Series 65 and Series 66 licenses with 24 years of industry experience. He has been with Citizens Securities since 2009. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors and individual retirement plans, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory services include a digital advisory program operated in partnership with SigFig and a Managed Account program, while also functioning as a broker-dealer and insurance agency.

Tax-loss harvesting Passive / index investing
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