Insurance Professional Seeking FA Position

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Dec 5, 2013 5:08 pm

Posted this in Rookie section with no response, so I will try here.





As the title says, 10 year insurance (employee benefit/group medical) professional looking to expand in the FA arena.


If you had one chance to make the move over again, what B/D, wirehouse, or other would you go with?


Currently starting the process with ML, MSSB, Ameriprise, and Raymond James.


What ideas, tips, pieces of knowledge, etc. would you give a person in my shoes?


Thanks ahead of time!