insurance marketplace. We serve clients by acting as their independent advisor and broker for products in life insurance, health... insurance, retirement, annuities, Medicare, senior benefits, and more. P. R. Financial is remaking the industry for agents...
to our deliverables by a: Co-investor Lender / Financing Source Insurance Broker and Insurance Provider Any other third-party... with senior level individuals (internally and externally) One of the following Accreditations obtained: Licensed CPA in state...
, alternative products, family offices, mutual funds, broker-dealers, banks, insurance companies, and other investment managers... you serve One of the following active accreditations obtained: Licensed CPA in state of practice/primary office if eligible...
from every sector of the industry, including investment managers, broker-dealers, banks, insurance companies, mutual funds... obtained: Licensed CPA in state of practice/primary office if eligible to sit for the CPA If not CPA eligible...