Overview

Licensed financial advisor with series 7, 66 & life insurance.

Currently working for a small firm, where all advisors work under one main rep on salary. About 10 years experience with emphasis on estate planning using cash flow & tax analysis, insurance products & also a big part in individual stock, mutual fund models made in house with sleeves using third party money managers.

Looking to join a similar small practice on commissions basis to service and grow own book of business and help partners to grow theirs using estate planning via insurance products. I bring extensive experience, very detailed oriented, and can train advanced concepts to benefit clients.

Some items I use in the estate planning and servicing:
Cash Flow & Tax Analysis
Stock & Mutual Fund Models (and 3rd party money managers)
Insurance Products - Variable, Index & Hybrid Annuities, Variable & Other Life Insurance Products
Support Software - Insmark, RightCapital, eMoney, SalesForce, Wealthbox, RedTail, Holistiplan, LucidChart, etc.

Clean record.

Currently residing in San Diego but willing to relocate with my family.

If you have any questions please contact me.

Thank you.

Market
Advisor/RIA
Member Level
Premier
Last Activity
2 weeks
Listing Age
38 days old

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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