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Daniel F

Series 66

South Burlington, VT

Citizens Securities, Inc.

Daniel Faris is a financial advisor at Citizens Securities, Inc. with three years of industry experience. He holds the Series 66 designation and has previously worked at MassMutual Investors Services and MassMutual Life Insurance Company. Citizens Securities serves a broad retail client base, including individual and high-net-worth investors, offering investment advisory programs alongside brokerage and insurance services. The firm’s advisory offerings include a digital advisory program and a Managed Account program, with a focus on ETF-based portfolios tailored to client risk profiles.

Tax-loss harvesting Passive / index investing
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