Description
My goal is to concentrate on customers that need to do retirement planning, which will include previous employment 401k rollovers, accumulated resources that need to be managed (managed accounts) and estate preservation. Having had the series 7 stockbroker license in 2003 to 2007, once I find the right employment mix of sale compensation with salry, I am experienced and ready to go to work; FNA (Financial Needs Analysis) is a strong point for me. Let's Talk!!!
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