We might be a fit!
If you don’t already have clients, you will need to be extremely patient & financially stable to see success as a financial advisor. Meaning, it is best to not quit your day job and/or have a 2nd stream of income during the early days to help prevent burnout.
Should you wish to forgo the selling of insurance or brokerage products, and serve clients in a fiduciary, fee-only capacity, you’ll need at a minimum the Series 65 license or a qualified exemption such as the CFP, CFA, or a combination of other series licensing (i.e. 7&66). As a team, we require a clean U4 & will compensate you with the private equity ownership of your practice + up to 90% of your productivity. We also help people launch their own brands if you’d rather go that route!
Should you wish to proceed, simply schedule an interview below or introduce your self by sending an e-mail to email@example.com. Thanks! – Adam Cross