Overview

Currently, I'm in my 14th year as a financial wholesaler having very successfully worked with mutual funds, annuities, and now alternative investments. I would like to purchase/transition into an existing fee based book of business and financial planning business. Would like the current owner to help transition over a time frame they see fit.


Last Activity
within 3 months

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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CRM Systems

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