Overview

A traditional commission based practice, built over the past 25 years, with a mix of fixed income, equity and mutual fund holdings. My desire is to buy additional clients/assets in the Morris, Warren or Sussex County areas of NJ.

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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