Overview

I'm looking to transition from my 15 year-long wholesaling career. I'd like to utilize my CFP® as a practicing financial planner. I'm extremely motivated, a self-starter, and ready to help the right advisor complete a mutually beneficial succession.

Market
Advisor/RIA
Member Level
Basic
Last Activity
today

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred Blurred Blurred

Third Party Money Managers

Blurred Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred

Loading...