Need Help! Series 65, 6, or 7
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Feb 11, 2009 6:47 am
Hello,
I am in the health insurance industry (Independent), mostly individual and small group policies. I have basic knowledge of the market (by no means a pro) and have been investing....mostly in mutual funds for the last 12 years. During many of my insurance sales I come accross clients who ask if I offer other services such as Mutual Funds, Stocks, Retirement Planning, etc. I am losing additional income by not being able to offer advice or at least sell some of these products on the side. My question is, should I obtain my series 6, 7 or 65? Also, any suggestions regarding any broker/dealers that would allow me to operate in this manner, taking into account the sale of these products would not be my primary source of income. Thanks Danny