Atlanta, GA
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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 →Amy manages commissions and business expenses as President of Rubin Financial Services, Inc. She also acts as a referral source for Medicare Backoffice and is an agent selling fixed life insurance, annuities, and LTC insurance, dedicating a few hours per week to insurance sales.