Overview

External Wholesaler with 18 years experience looking to find an advisor that is interested in selling in the next couple years or join a practice as a Jr to eventually takeover the practice. Open to conversations, ideas, and locations. Series 6,7,63,65 and CIMA certified.


Last Activity
this week

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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Resources
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