Market
RIA
Member Level
Basic
Last Activity
6 months or more
Profile Age
287 days old
General
Location
Manalapan Township, NJ, US
Profile Type
Buyer | Join A Practice
Business Type
Registered Investment Advisor
Overview

33 yrs on wall street doing fixed income. Looking to join a group with ambition to take over, buy or inherent existing client biz. Sales for 31 of those yrs. Have series 24 7 63 66 life and health producers licenses. Considered a approachable, likable and knowledgable person w/ deep understanding of this business.

Business Mix Info

Blurred Business Mix
Blurred Fund

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred

Variable Annuities

Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred

Loading...