Overview

I own a small business currently located in Lakewood Ranch, FL
I am seeking an opportunity to merge and/or stay on with a bigger practice. I have over 30 years experience in the industry. I maintain Series #7,24,52,63 and 65 licenses. I am a CFP and a CDFA.


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

Business Data

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Clearing Firm / Custodian

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