Overview

Looking to acquire retirement plan (401k, 403b, Pension Plans, SIMPLE's...) business. I am also open to the possibility of being a solicitor to run employer investment committee meetings, create and manage Investment Policy Statements, move accounts from brokerage to advisory, employee education, enrollments and so on. Have the 6,7,63,65, CRPC, and AIF designations along with 2-15 life, health and annuities insurance license.


Last Activity
6 months or more
Listing Updated
Dec. 21, 2023

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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