Overview

Investment Advisor Representative.
Transamerica Financial Advisors, Inc.
Time period, January 2011 – Present (5 years 5 months)Orem, Utah. Responsibilities: Maintaining contact with current clients. Reviewing accounts and recommending new strategies. Setting up new accounts for new clients. Keeping current with education for multiple licenses.

I hope to find other representatives looking to Merge with our firm. I am also looking for others who may want to add additional services to their business. I am looking to acquire firms who are looking to retire or leave the business as well.

Last Activity
6 months or more

Business Data

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