Overview

Come over and team up with me for a defined time frame, we will get you paid fairly for your practice and your clients will be well served.
-Let's get coffee and chat

Retirement Planner offering comprehensive wealth management solutions. Looking to bring over advisors who are facing retirement issues and need succession planning with a preferred partner in their 30's with over 10 years experience.

Former Equities Trader, Compliance Specialist, Branch Auditor, Margin Analyst and BD operations specialist

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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