Overview

I hope to find older established advisors looking for a qualified succession partner. I've got my CFP, have 19 yrs of industry experience, the first 8 of which were genuine Wall Street experience in New York City. I picked up an MBA from NYU Stern School of business while in New York. Beyond any credential, I believe serving my customers each day via a high touch service model would be attractive from an older advisor looking to partner.

Market
Advisor/RIA
Member Level
Basic
Last Activity
2 weeks
Listing Age
1,329 days old

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred Blurred

Mutual Funds

Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred

Loading...