Cazenovia, NY
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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 →Peter sells fixed insurance products as an independent contractor under the DBA Ward Wealth Management Group LLC, dedicating a few hours per week. He also acts as a solicitor for Hazard & Siegel Advisory Services LLC, referring client accounts, which takes about 10-20% of his time.