Overview

My background is mostly software and tech sales. I'm looking more now to transition into the role of Financial Advisor or Partnership as a Registered Agent.

-Establish relationships with Independent Broker Dealers/IA's
-Open to chatting with Agencies in the Fintech Space.
-Work with an agency long term and assume business if owner is planning to retire in 1-3 years(seeking owner financing)
-Open to turn key solutions where I learn about estate and retirement planning possibly fixed income book of business.
-Open to sharing an office space or leasing from a CPA,Tax Preparer or RIA
-Series 6
-Series 63

Career changer looking at Financial Advisor and Insurance sales in SoCal.

I look forward to having mutual conversations.

Thank you.

Market
Insurance
Member Level
Basic
Last Activity
this month

Business Data

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Life Insurance Business

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Health Insurance Business

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Auto Insurance Business

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Home Insurance Business

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Commercial Insurance Business

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Other Insurance Business

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Agency Management System

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