Help!
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I need help since I want to go to a different firm don’t like the stuff that I saw and heard about World Group Securities. I have my series 6,63,65,and life licenses. What would you guys recommend to do? I was there for less than a year.
I’d suggest Edward Jones but truth be told it’s easier to get into Harvard. Worth a shot though.
[quote=Wind3547]Considering i was told at our regional meeting on Thursday that it is easier to get into Harvard than Jones, i think you are screwed. I know i wouldn't want the person handling my money to have a DUI...[/quote] If they are not the same person then they know each other personally.I’d suggest Edward Jones but truth be told it’s easier to get into Harvard. Worth a shot though.
I didn’t get into Harvard, but got an offer from Edward Jones. Maybe I can go back to Harvard and tell them they made a mistake.
After working at WSG, EJ may be your only shot. Walk into your closest office and ask the IR to recommend you. You get an interview and they get a cruise.
EDJ is as good a place to start as any, I think. Also, a bank might check you out.
I was recommended to Jones from a former worker there. What are the positives & negatives?
If you want to see all of the negatives and positives do a search. This has been talked about to the death. That or go and talk face to face with a couple of brokers in your neighborhood. Most will give you the company produced jargon but one is bound to be candid and honest with you.
Hmm Good point. I’ll do some searching around. Any other comments or feedback would be welcomed.
I’m no Jones cheerleader, however, they smoke where you’re at. Go for it they will teach you how to sell. Besides, Jim Cramer endorses them. Since you have some licenses perhaps you can hold out for an existing office. That is your best bet. If that doesn’t pan out consider barber college.
A Series 6 is just right for most insurance guys BUT you will probably want to do more than mutual funds and annuities. I would guess that EDJ will require you to have the Series 7.
Series 7 should not be tough as long as I study hard for it. Never thought to get it since at WGS they really didn’t required it or brought it up to get it.