Really great video, thank you! Do you need a FINRA license? At what point do you need the Series 65? And, what if you don’t know know a lot of wealthy people? I’m a corporate finance exec in transition, so I know a bunch of executives from my prior jobs, but I’m hesitant to reach out to them 😅
What is your opinion on Fidelity Investments advisors? One of my friends is working an entry level there and mentioned that the advisors aren’t really into the weeds of financial plans and I wanted to know your opinion on it.
Great advise
Really great video, thank you! Do you need a FINRA license? At what point do you need the Series 65?
And, what if you don’t know know a lot of wealthy people? I’m a corporate finance exec in transition, so I know a bunch of executives from my prior jobs, but I’m hesitant to reach out to them 😅
How do you switch from being a stock hobbyist and a gambler (declared for taxes) to an advisor?
What is your opinion on Fidelity Investments advisors? One of my friends is working an entry level there and mentioned that the advisors aren’t really into the weeds of financial plans and I wanted to know your opinion on it.
I am studying for the CFP and a career changer. What jobs should I target?
Type of firms to apply RIA?
You should do a video on how to help people hire a CFP that works by the hour and NOT on an AUM basis!
Most financial advisors don’t make it past a couple years. Most CPA’s stay gainfully employed their entire lives.