Overview

I am looking to partner up with an adviser who is looking to work less and eventually retire. The first couple of years introducing me to the clientele, making a nice smooth transition for the clients and eventually you working a lot less but still getting paid. I am also looking to acquire books of business'. I am fully licensed in all areas and very motivated, please reach out to discuss further

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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