Overview

I am a Certified Financial Planner who holds the following licenses:
Securities: Series 7 and 66
Insurance: Life & Health, Variable Products
Professional: CFP, CPA/PFS

I want to purchase a practice or become an equity memeber in a practice. I am open to joining an RIA firm or an independent firm tied to broker dealer. If a seller is open and flexible, we can create an opportunity to that works for both of us.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred

Loading...