Overview

Independent Investment Advisor: Series 7 & CA State Life & Health Insurance. Looking for a Broker-Dealers to place AUM on the equity side & myself continue to manage portfolios new and existing. Heavy options strategy must be under TD Ameritrade & Thinkpipes. Also looking for insurance partnership on the marketing side for annuities.
Current Insurance Partner in TX. Wife is a CPA. Any Interested parties please contact.

-Jason
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Market
Advisor/RIA
Member Level
Basic
Last Activity
this week
Listing Age
59 days old

Business Data

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