6373 Brockton Ave., Riverside, CA, 92506
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Disclosures include customer complaints, regulatory actions, and other events that advisors must report to the SEC. A clean record means none have been reported.
Learn about disclosures →Cecelia is the owner/preparer at Tax & Insurance Services Incorporated, where she provides tax preparation services and meets with clients, dedicating about 10-20% of her time. She is also a licensed insurance agent selling life, variable, and annuity products, spending about two-thirds of her time on this, and a corporate RIA providing investment advisory services, sales, and advice, spending about a quarter of her time. Finally, she is a registered representative selling registered products, spending about a quarter of her time.