$12MM AUM | $125 GDC in Beachwood, OH

Market
Advisor
Member Level
Basic
Last Activity
this week
General
Listing Type
Buyer | Merge | Succession | Continuity
Location
Beachwood, OH, US
Fee 0% Commission 100%
$125
Gross Revenue
98
# of Accounts
50
Avg Client Age
Overview

I am a comprehensive Financial Advisor. I hold the RP and the CRPC designation. Hold series 6,7,63,65,66. Also had the Special Needs designation (was proprietary to Merrill Lynch). Have a strong Wealth Management, Private Client Services, Estate, Business and Personal Banking background.

Extended Profile Information

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