Overview

Experienced, top-performing CFP/ChFC looking for an opportunity to join a great team! Considering leaving a management position and returning to be a full time Financial Advisor. Interested in succession/ partnership opportunities in the Washington D.C area. Currently holds Series 6, 63, 65, 7, and 24 licenses. Also has L&H license.

Last Activity
6 months or more

Business Data

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Clearing Firm / Custodian

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Mutual Funds

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Variable Annuities

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Resources
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