Overview

I work for a prestige financial services company but I'm look for opportunities to grow my book. I'm looking to purchase books not interested in mergers at this time. I am also looking for someone who may want to do a succession plan.

Last Activity
within 6 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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