Overview

I have been a financial advisor since 1991. I was trained by Merrill Lynch and was a Senior Financial Advisor from 1991-2000. The a Senior Financial Advisor at Morgan Stanley from 2000-2011. I am currently at New York Life and Nylifesecurities.
My current business is a mix of mutual funds, annuities,and life insurance. I am looking to purchase a quality book of business from an advisor looking for an exit strategy from our business.

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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