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Director of Life Marketing
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2341 5 th Avenue |
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San Diego |
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CA |
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USA |
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92101 |
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619.578.7800 x115 |
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619.578.7807 |
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Rick has over 21 years of experience in the financial services industry, which includes over 15 years in brokerage, providing advanced case strategies including qualified and non-qualified monies for wealthy clients. Over the years, Rick has assisted clients and licensed representatives with the purchase and sale of corporate stocks, stock options, bonds, investments of mutual funds, annuities, life insurance, disability income and long term care. |
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