Independents in the Area

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Apr 24, 2006 2:30 pm

I recently became licensed for insurance,  the series 7 and the series 66. But I'm not too happy with the direction of my firm. I'd really like to start out my career on the right foot by being an assistant or a trainee at an Independent or a bigger B/D.

Any suggestions on firms in the area and best possible ways to set up an interview?

Apr 24, 2006 7:46 pm


Any suggestions on firms in the area and best possible ways to set up an interview?


What "area" are you talking about?

Apr 24, 2006 8:25 pm

Let’s start with East or West of the Mississippi?  River that is.  We’ll start there.

Apr 24, 2006 11:03 pm

what firm are you in right now?

Apr 24, 2006 11:12 pm

Sorry about that. Comepletely forgot to mention the area. It is the Washington DC Metro Area. So Anywhere in Northern Virginia and Southern Maryland fits the bill too.

I'd rather not mention my firm affiliation. But I'm looking to build a solid foundation in both sales and strategy. I'd like to find a firm with a solid training program that will really prepare me to become a financial advisor.

I don't really care if it's one of the big firms like ML, MS, or Smith Barney or an independent. I just want to find a good mentor and a good program to build my career on. I'm only in my early 20's, so I have plenty of time to learn.

What I don't want to do is jump into the game ill prepared. I think people deserve more than some kid fresh from college armed with a bunch of licenses and no real experience.

Apr 27, 2006 1:25 pm

I don’t have any real answers for ya, but I must say

that I like your attitude. You are right about what

people deserve – they don’t want to listen to some

kid fresh outta college – unless you are VERY

prepared. So make sure you know your stuff (But

also don’t come across as a complete “know it all”.)

Just curious, and this may be too personal, but what

don’t you like about the direction of your firm?