Steger, IL
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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 →Darlene has a CPA practice where she provides bookkeeping, accounting, and tax preparation services, dedicating nearly full-time hours to it. She is also an investment advisor representative with Latitude Advisors, LLC, and spends a few hours per week on this. Darlene obtained an insurance license to service variable annuity clients and items related to life insurance, dedicating a few hours per week.