Overview

I am a producing manager with Prudential Advisors. I would like to partner experienced advisors with newer advisors that we have here. I can offer an investment platform with all the corporate benefits and you can still maintain your DBA.

Personally, I would like to merge my skills and talents to partner with existing books of business with the expectation to purchase/succeed advisors looking to retire.

Last Activity
6 months or more

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...