Overview

I have been licensed as a registered representative since 2001 and serving my clients since. My business includes investment management, insurance as well as retirement planning solutions. I am converting my practice to a fee based model and am interested in growing my assets and service area through asset acquisitions. I am currently franchising through Ameriprise financial and located in miami, FL.

Last Activity
within 4 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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Resources
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