Overview

I've 33 years experience with Series 6, 22 and 65 holds a CFP and CHFC designations. Six times qualifier and 4 times Member of MDRT. Great continued health permitting I'd like to remain active for another 18 1/2 years. Interested in primarily buying a practice but to a limited degree mildly interested in merging. Now my concentration is on building my Money Managed accounts.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred
Resources
Loading...