Early Career: 401k Service Rep (ie Fidelity) Mutual Fund Sales Client Service roles Paraplanner
Later in Career: Financial advisor Trust officer Institutional broker (ie munis)
Its important to know you need to be sponsored to take this exam. You can do the SIE by yourself, but you need to get hired somewhere to sit for the series 7.
If you have an idea of something you want me to cover in depth, please let me know because I take your requests seriously. Will be back with more CFA Exam tips in a couple of weeks so please submit more questions you would like to hear answered. Love you all!
*** The information in this video is not intended or implied to be a substitute for professional financial advice. All content, including text, graphics, images, and information, contained in this video is for general information purposes only and does not replace a consultation with your financial or tax professional***
