Overview

I am a veteran of the financial services industry for over 10 years. I have been on the wholesaling side of the business since 2008. My goal is to transition to being a financial advisor through joining a successful team, or acquiring a book to manage and grow. I have extensive experience in helping financial advisors relay complex investment strategies to clients, and I believe my talents and work ethic will make me an excellent candidate to join the right advisor firm.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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Clearing Firm / Custodian

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