Market
Advisor/RIA
Member Level
Basic
Last Activity
this month
Profile Age
366 days old
General
Location
Carlsbad, CA, US
Profile Type
Buyer | Join A Practice
Fee 0% Commission 100%
Avg Client Age
55
Overview

I am currently in the process of transitioning from the mortgage industry into advising and I am looking for a good firm to partner with to get started in the industry, I have many potential clients from time in the mortgage industry and my personal network. I have passed the SIE exam and I am currently preparing to take the series 7 and 66 exams in the first quarter of 2020.

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