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What financial education/qualifications to I need to take the FINRA Series 7 and 63 exams?
I would like to get into financial dealings -specifically financial planning, tax planning, and college planning. Currently, I have no formal education in business or finance. I saw a job I could potentially put my eye on in a few years - but I would need a minimum of FINRA series 7 and 63 to be considered. I am in preliminary stages of research, can anyone "school" me? Thanks.
1 Answer
- 1 decade agoFavorite Answer
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.
