Just passed series 65
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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.
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/forum_posts.asp?TID=7673[quote=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/forum_posts.asp?TID=7673[/quote]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
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