Overview

Interested in growing my asset management and insurance practice in South Florida. My target market are small business owners, persons who are retiring or recently retired who are creating retirement income and estate plans, and families beginning college funding plans for their children.

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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