Overview

I am Just starting as a financial advisor therefore the low AUM. Possibly looking to purchase a small book of clients. I was an annuity wholesaler for 17 years prior to deciding to be an advisor. I am also a Life Insurance Sales Consultant for Ohio National. I live on the Westside of CLEVELAND but will also work clients on East side. Being a former wholesaler, I have no problem driving across town to service clients.

Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
1,330 days old

Business Data

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