Overview

I am seeking a buyout opportunity where the current advisor would like to make a soft transition for their client. With over 12 years of experience in the industry, I have have knowledge of with ETFs, stocks, mutual funds, annuities, perm and term life, disability insurance, 403(b), 401(k), etc.

Last Activity
6 months or more

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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Resources
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