I would similar to to get in to monetary exchange -specifically monetary planning, taxation planning, as well as college planning. Currently, I have no grave preparation in commercial operation or finance. I saw the pursuit I could potentially put my eye upon in the couple of years – though I would need the smallest of FINRA array 7 as well as 63 to be considered. I am in rough stages of research, can any one “school” me? Thanks.
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You would have to be sponsored by a firm to take the exams from my understanding. Since you would have to fill out the U4 or the U 10. You may or may not need a life insurance license depending on what products you offer. It is a very lucrative industry to get into, if you look at the baby boomer generation. I would say just start any where and get the experience to show for. Depending on the firm some look at whether or not you have a college education plus experience.
I have been in the insurance industry for almost a year and I just recently applied for my tax certification and am working on my Series 6/63. The sweetest part is I got my feet wet and I haven’t even gradauted college. By the time I do (couple of months) I may have a better resume then the others.
Good luck!
ps if you wnat more info email me.