Overview

Financial Advisor with over 12 years of experience. I started my practice working with middle class families. In the last couple of years I focused mostly on medicare insurance business. Therefore, I would like to purchase a practice that works with older clients or merge with a group that prospects the elder market. Im license 7, 66, life/health/property&casualty in New Jersey, New York and Florida.


Last Activity
within 2 months
Listing Updated
Dec. 21, 2023

Business Data

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Clearing Firm / Custodian

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