Overview

Financial Services veteran with 26 years of experience across mutual funds, ETFs, SMAs, and college savings plans. FINRA Series 7, 24, 50, 63 and a CFA Charter Holder I am experienced in investment management/asset allocation, P&L management, marketing, and distribution. I am leaving the corporate world and looking to join or buy an existing financial advisory practice. Mid six figures of available capital and potentially more for the right opportunity.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week

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