Overview

I have over 30 years experience in Financial Services in sales and sales management roles. I have extensive experience in 401(k) and pension sales. I am looking to buy into a practice that focuses on corporate retirement plans. This could be structured as an outright purchase or as part of a succession plan.

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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