Overview

I am interested in learning about opportunities regarding purchasing a book of business or being a succession option locally. I have been in the industry since 2006 as both an IAR / RR and Registered Client Relationship Manager.

Last Activity
within 4 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred

Third Party Money Managers

Blurred Blurred Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred Blurred Blurred Blurred

Insurance Business

Blurred Blurred Blurred Blurred Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred
Resources
Loading...