Overview

I am a seasoned math educator who is relatively new to the financial services industry (1 year) who is looking to buy a small book of business or work as a junior financial planner and be part of a CFP's succession plan. I have passed my 7 and 66, am fluent in Spanish , and am beginning to build my own practice in Northern Colorado.

Last Activity
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...