Overview

Head of team with a portfolio manager, a financial planner, a CIMA analyst, a Registered CSA, a non-registered CSA and a research/event planning associate; looking to expand the practice. Only interested in very focused, high level situations.

Market
Advisor/RIA
Member Level
Premier
Last Activity
within 6 months

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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