Overview

Financial Services Operations Manager/ Planner with 20+ years experience looking to join a successful firm or buy a practice. Fully licensed Insurance and Investment Rep with strong ties to central Illinois and a deep conviction to my clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
within 2 months
Listing Age
1,219 days old

Business Data

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Clearing Firm / Custodian

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Third Party Money Managers

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Mutual Funds

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Variable Annuities

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Insurance Business

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Technology Solutions

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CRM Systems

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