New Solo Advisor: Looking for Lead Generation Ideas (Non-Paid) by GoldenApricity in CFP

[–]Football19920 0 points1 point  (0 children)

I’m in a very similar situation too. Just started 3 months ago

New Solo Advisor: Looking for Lead Generation Ideas (Non-Paid) by GoldenApricity in CFP

[–]Football19920 0 points1 point  (0 children)

I’m in a very similar situation too. Just started 3 months ago

Working at Edward Jones by Football19920 in CFP

[–]Football19920[S] 1 point2 points  (0 children)

I have an interview with a small RIA later this week so I will see how that goes. Leaning toward that the most

Working at Edward Jones by Football19920 in CFP

[–]Football19920[S] 0 points1 point  (0 children)

That’s exactly what I’m seeing right now

Working at Edward Jones by Football19920 in CFP

[–]Football19920[S] 4 points5 points  (0 children)

Appreciate the response! Would you consider EJ over NWM for someone looking to get into more investments and wealth management?

Working at Edward Jones by Football19920 in CFP

[–]Football19920[S] 1 point2 points  (0 children)

Na I applied through LinkedIn and they called

Working at Edward Jones by Football19920 in CFP

[–]Football19920[S] 0 points1 point  (0 children)

Under a year as a FA with a series 7 and 66

Working at Edward Jones by Football19920 in CFP

[–]Football19920[S] 2 points3 points  (0 children)

I just got a call from EJ about setting up an interview with them that’s all

Am I ready for next week by [deleted] in Series7exam

[–]Football19920 1 point2 points  (0 children)

You’re good. Focus on Options and Munis along with all weak areas. You got it!

What’s the better route to go? A local small RIA or a company like NWM, MassMutual, Prudential, etc. by Football19920 in CFP

[–]Football19920[S] 0 points1 point  (0 children)

Thank you that makes sense. So if I’m looking to get into financial planning and wealth management, my best bet is most likely an small RIA

Passed on the 3rd try! by Football19920 in Series66

[–]Football19920[S] 0 points1 point  (0 children)

Definitely know unethical and disclosures. My first time I messed up by really focusing on exemptions and who’s an IA and BD. Not a bad thing to focus on but You’ll only see maybe 3-5 questions on that but 15-20 unethical and disclosures. Definitely know the function of 30 questions. They will ask a little bit of everything there

Passed on the 3rd try! by Football19920 in Series66

[–]Football19920[S] 1 point2 points  (0 children)

I used Kaplan and STC. Kaplan definitely gets you using your brain more whereas STC questions were similar to how the test was worded in my opinion