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
within 2 months

Business Data

Blurred Charts

Clearing Firm / Custodian

Blurred Blurred

Third Party Money Managers

Blurred

Mutual Funds

Blurred Blurred Blurred

Variable Annuities

Blurred Blurred Blurred

Insurance Business

Blurred

Technology Solutions

Blurred Blurred Blurred Blurred

CRM Systems

Blurred Blurred Blurred Blurred Blurred
Resources
Loading...