WHAT LICENSES DO I NEED TO START AN INVESTMENT COMPANY?

I wish to deposit my own income along with alternative investors. I will keep half of any distinction over 4%. We will traffic usually stocks. What licenses do I need to do this?

{ 4 comments… read them below or add one }

zeuz May 29, 2010 at 11:43 am

Series 6 and Series 7 licenses issued by the SEC.

John T May 29, 2010 at 12:19 pm

If you don’t know the answer to that question, you really shouldn’t be trading other people’s money. I’m not saying that to be a jerk.

Check with your state securities regulator. Here is another resource:

http://www.nasaa.org/industry___regulatory_resources/investment_advisers/456.cfm

jeff410 May 29, 2010 at 1:01 pm

The best way to do it is to start an investment club and let everyone be an equal investor. They are usually set up as partnerships and it helps keep taxes and everything straight.

But if you want to do it your way and if its only a handful of people and you dont hold yourself out to be an investment advisor, you likely dont need any licenses. Contact FINRA at finra.org to find out.

Max M May 29, 2010 at 1:48 pm

Check with the Securities Exchange Commission (SEC).

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