Overview

9 years in financial biz. Life health annuity series 6,7,63 and 66 CLU, CFP, CHFC, AEP designations

I want to grow and hope to connect w a seller or merger

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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Resources
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