Overview

I specialize in Fee only Private Portfolio Management, Wealth Management, Financial / Retirement Planning & Insurance services for Individuals & Businesses since 1996. Currently working on Series 7 & 63. I am a candidate for both the CFP & CFA designations.

Current Designations- Chartered Asset Manager CAM, Chartered Portfolio Manager CPM, Chartered Financial Manager ChFM, Chartered Wealth Manager CWM

I am looking to Buy or Merge a practice to help my business grow. I have worked in the financial advisory business since 1996.

Last Activity
within 6 months

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