Overview

Financial Advisor with 15 years experience primarily as representative of financial institutions, now recently ventured out to independent broker dealer. Seeking any and all Advisors entertaining partnership or acquisition. My current business is Greater Pittsburgh area, but entertaining all opportunities within reasonable distance.

Market
Advisor/RIA
Member Level
Basic
Last Activity
6 months or more

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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