Boynton Beach, 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 →Ariel sells life and disability insurance products through Legacy Peak Insurance Solutions, LLC. This activity is part of Ariel's advisory business, where she helps clients with financial plans and evaluates their insurance needs, dedicating a few hours per week to it.