Overview

Seeking to partner with a firm or individual for 2-3 years before completely selling book of business. Seeking to identify a successor in the next six months.

The ideal candidate has 5-7 years of experience and their own book of clients. All basic brokerage licenses including series 65 license are required and an insurance license is preferred. The ideal candidate has an established practice within a 50-100 mile radius of Buffalo, NY.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...