Overview

I am a current financial advisor working on a team. I have my own clients as well as support advisors in investment research, trading, financial planning and moving the team forward in finding new opportunities and investments. I am interested in buying a financial advising practice. I am smart, personable, precise and have a lot of experience and knowledge in finance. I am willing to work concurrently with the current advisor for a predetermined period of transition or buy a practice outright. I am open to staying with the current company with the advisor.

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