Best route to forming an LLC?
Why did you guys need to take the 65 again? as long as you had an active 7 and 66 you are ok.
Thanks for asking! I passed the Series 65 with an 82%…I am in the Omaha area…I do not have a Series 7 or 66. (I’m not taking the traditional path that most do around here.) <-- I expect that statement to get me flamed! So I studied for and passed the Series 65.
As for a custodian, I’m seriously considering Trade PMR. I can find nothing on this forum but good words about Trade PMR and Fred. Based on my AUM (miniscule at this point), I don’t have a lot of options.