Overview

External sales wholesaler with 10 years of experience in mutual funds and annuities. CERTIFIED FINANCIAL PLANNER and recently passed RICP designation. Live in Nashville TN. Looking to break into a financial planning position by joining team or succession plan.

Last Activity
within 2 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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