Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
General
Location
Middletown, CT, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
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.

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