5005 Rockside Road, Suite 600, Cleveland, OH, 44131
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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 works as a Client Service Manager at HeirMark, focusing on life insurance strategies and investment-related tasks. This includes client insurance reviews, requests, and obtaining APS reports, taking nearly full-time hours.