Overview

I am a young, driven, talented financial planner and investment advisor. I have several years of experience with veteran advisors. I am looking to buy a book of business from someone in need of a succession plan. I am a very easy-going person and very easy to get along with. I am fully licensed with a series 7 and 66 as well as life and health insurance. I provide fresh, new ideas to clients every day. I am a problem solver at my core and financial planning is a big puzzle I love to solve every day.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more
Listing Age
1,294 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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CRM Systems

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