Overview

I am a Financial Planner / Investment Advisor with 16 years of experience on both the Securities side and Insurance side of the business.

I am currently looking to grow my practice organically and through acquisitions. I have the financial backing to purchase books with or without bank financing.

Last Activity
2 weeks

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred
Resources
Loading...