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
within 6 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...