Financial Services - Waxhaw, NC, US
Finate Solutions provides over 50 years of combined practical experience to financial representatives looking to recharge their practices by changing their broker-dealer relationship, buying or selling a practice, or needing practice management consulting.By leveraging over 100 broker-dealer relationships, elite financial representatives can work with a group that understands the nuances of the financial services industry.Along with a rigorous due diligence model, our team identifies a clear forward-moving strategy.
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