Need advice on my options
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Feb 11, 2006 3:33 pm
I have my Series 7, 66 and Insurance and am presently with W & R, since Sept 04. How do I maintain my licenses if I decide to leave W & R? Frankly after 18 months as a financial advisor with W & R, I am not sure if this is what I want to do. Initially I did my Series 7 due to personal interests in the market/finance/options. Do I have 2 years to join another firm before I lose my Series 7 and have to re-sit for the exam? What about Series 66 and Insurance licenses? Can anyone recommend a firm that might let me hang my licenses there and can live with minimal production. Thank you