Overview

Seeking to merge with another firm for at least one year before completely selling book of business. Seeking to merge immediately.

The ideal candidate has at least five years experience with series 66, series 63 and similar licenses. The ideal candidate is familiar with stocks, bonds, ETFs, and options. Seeking a firm with an established presences in the area from Southeast Pennsylvania to Trenton, New Jersey.

Last Activity
6 months or more
Listing Age
2,380 days old

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

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...