Riverside, CA
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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 →Alexis is a junior partner at Empire Financial Benefits, Inc. and also works as a sales representative for Blue Shield and Kaiser, assisting clients with medical questions and placement, dedicating a few hours per week to each. Additionally, Alexis works as a certified tax preparer, spending minimal time on this activity.