Overview

I have been in the financial services industry for over 7 years on the wholesaling side. I am looking to build a partnership so that I may be sponsored to get my Series 7 and 65.

I currently have my Series 6 and 63 so I may start revenue building activity immediately. I have experience reviewing full portfolios to identify strengths and weaknesses in clients positioning and have a strong passion for retirement consulting.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred
Resources
Loading...