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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 →Fatina works full-time as an AVP and Relationship Specialist at Americana Partners, an RIA. She is also a registered representative with Purshe Kaplan Sterling Investments, spending about 10-20% of her time on client service and administration. Additionally, Fatina is a member of the Schwab Client Experience Panel, dedicating a few hours per week to providing feedback.