Overview

Seeking to sell book of business and retire. Open to an arrangement where I can be a silent partner for a number of years. Seeking to complete the sell by June 2018.

The ideal candidate has at least 15 years of experience and familiarity with mutual funds, American funds, and Franklin Templeton. Series 7 and series 63 licenses are required. Only interested in candidates who have an established presence in the Seattle area, primarily the East Side made up of Bellevue, Redmond, Mercer Island, and Kirkland.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred Blurred
Resources
Loading...