Overview

I am managing some friends and family assets now but would like to find a partner and buy into a more formal practice over time or merge with an existing manager. I have series 7, 63 and over 20 years experience in financial services and am a proven and effective marketer. I want to grow a business over time.

Last Activity
2 weeks

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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Insurance Business

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