Overview

I am interested in becoming the OSJ for and then purchaser of an investment advisory practice for a retirement minded advisor. I have a "clean" U4 and I also have my life/health/property and casualty insurance licenses as well as being a CPA. My website is being revamped and may not be accessible

Last Activity
within 2 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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Technology Solutions

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CRM Systems

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Resources
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