18300 Redmond Way, Suite 250, Redmond, WA, 98052
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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 →Persis works as an independent insurance agent, spending a few hours per week finding clients and creating illustrations with fixed insurance products. She also works full-time as a paraplanner, assisting advisors with their book of business.