Miami, FL
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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 →Andres is an independent insurance agent for various companies since 2018, dedicating a few hours per week to this. He also works in real estate sales and as a mortgage loan officer, dedicating about 10% of his time, and is an advisory representative of a registered investment advisor, spending nearly full-time hours on this.