Overview

Seeking to completely sell book of business and retire. Looking to complete transaction in the next two years.

The ideal candidate has between 5 and 10 years of experience and is familiar with mutual funds, equities, bonds, etfs, and REITs. Seeking a candidate with an established office in a state east of the Mississippi River.

Last Activity
within 3 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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