Overview

I have 31 years as a Financial Advisor, Series 7, 63 & 65. At 57 years old, just obtained my CDFA & CTEC license. Game plan to obtain CRPC after end of Tax season. The gentleman who hired me 31 years ago is still a friend & Client; taught me the love of this business. He retired at 72; I want to retire at 74. I treat clients as individuals and use the vast array of investments to help them with their financial goals. I am looking to be the "successor caregiver" to a like-minded advisor.

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within 6 months

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