Overview

I am little over a year into the business. I had the opportunity to be rookie of the year in my agency and through Transamerica last year. At my firm we take a team approach to better serve are clients.
I am hoping to get connected with someone looking to sell their securities book of 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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Resources
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