Overview

i am looking to buy a book of business. I have 20 years of financial services experience from 6 trading/portfolio management and 10 years of principal compliance work. I have an MBA in Finance and BS in Physics from The Ohio State University. Ideal book would comprise mostly advisory business. I am currently in a compliance role and do not have an existing book of business.


Last Activity
6 months or more

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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