Just passed series 65

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May 26, 2009 2:53 pm

Hi new to the forum, I recently passed series 65 and would like some advice from expierienced members the best way to begin career as financial advisor, my goal is to get the CFP designation I have experience in insurance sales so I dont have book of business in AUM yet Thanx.

May 26, 2009 3:47 pm

Here's a similar thread, with about 6 pages of tips and explanations on the things to look out for when first starting out.

 
http://forums.registeredrep.com/forumposts.asp?TID=7673
May 27, 2009 12:03 am
3rdyrp2:

Here's a similar thread, with about 6 pages of tips and explanations on the things to look out for when first starting out.

 
http://forums.registeredrep.com/forumposts.asp?TID=7673




May 27, 2009 10:27 am

I know this much not to get started with primerica, seriously though do any members know of any RIA firms in NYC that I can partner that would take me in without a book of business, I have a client base from selling insurance

May 27, 2009 2:00 pm

Ambitious

Out of curiosity, how long did you study for the series 65 and what kind of score did you get on the test?  I have a couple of friends who are in the process of studying the material and are taking the test in 2 weeks. Thanks,

Lapide