Overview

Financial Professional with retail and wholesale experience and working towards my CFP and ChFC designations. My past experiences have created a strong focus on financial planning, mutual funds, annuities, life insurance, long term care, managed money, alternatives and stock and bond trading.

Looking to purchase a book of business, join a firm or help with succession. Strong relationship focus with financial planning and being a fiduciary. Currently Series 7 and 66 registered with CO insurance licenses for life/health and variable contracts.


Last Activity
6 months or more

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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Resources
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