12/18/2020
Although I have time to re-submit my series 6 license with another broker/dealer, I would rather remain independent than captive. I'll be letting the license go while I study for the series 65. In the meantime, I will continue to represent numerous different insurers to cater to the needs of the individual. In this way my clients will be able to adjust to a specific plan with specific rider's despite the carrier.
If any of you have recently lost your jobs and need help bolstering your current qualified plans, I will also represent myself as a business development specialist for an independent boutique wealth firm. I won't be able to give any investment advise, but can guide you in the right direction. Hit me up if you have any questions. Stay Safe!