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    Lista de documentos

    Customer Relationship Summary

    Acuerdo de Asesoramiento de Finhabits

    Programa de Referencia de Finhabits

    Finhabits Advisory Agreement

    Finhabits ADV Part 2

    Finhabits Electronic Agreement

    Finhabits Insurance

    Finhabits Referral Agreement

    Apex Annual Disclosure Agreement

    Apex Customer Agreement

    Apex ROTH IRA Custodial Agreement

    Apex Traditional IRA Custodial Agreement

    Apex Safety of Customer Assets

    Apex Statement of Financial Condition

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    Investment advisory services offered through Finhabits Advisors LLC, an SEC registered investment adviser. Registration does not imply a certain level of skill or training. Past performance is no guarantee of future results or returns. Any historical returns, expected returns, or probability projections may not reflect actual future performance. All securities involve risk and may result in loss. All information herein as well as any communications on social media is not an offer, solicitation of an offer, or advice to buy or sell securities or services. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. Securities in your account are protected up to $500,000. See SIPC.org for more details. By using this website, you hereby consent to our Terms of Use and Privacy Policy. A person shall only become a client of Finhabits when he or she has signed the advisory agreement and acknowledged receiving all disclosures from Finhabits. Exchange Traded Funds are provided by Vanguard and iShares, registered trademarks of The Vanguard Group Inc. and BlackRock Inc.

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    Insurance services offered through Finhabits Insurance Services LLC, a licensed producer in the following states: California (license 6001946), Florida (license L109638), Georgia (license 217713), Illinois (license 3001250376), and Texas (license 2510873). All information herein as well as any communication on social media is neither an offer to sell insurance nor an advertisement of insurance in any place except the states California, Florida, Georgia, Illinois and Texas. Finhabits Advisors LLC is not a fiduciary to insurance products or services.

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