Overview

Looking to buy a practice or become successor. I have years servicing and growing my senior partners book of business successfully and I'm ready to service my own book, respectfully, without poaching on their book.

My CFP will be completed in the next few months. I have my series 7, 66, and life and health.


Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Resources
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