Overview

I have been an external wholesaler for the last 14 years and I am looking to become an adviser by way of transition plan or merging with a company who is focused on growth. I can bring value to the table by helping with recruiting efforts, establishing processes and systems, providing additional service to those clients who may be lacking attention, and also help with the creation of financial plans. I am fully licensed and also have my CFP® designation.


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within 2 months

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