Hello I am wanting to start me own firm for financial planning and investment advisor.
Do I need to get my Series 6 or 7 or Series 63 or 65 I am really confused on what I need
You would think in college they would have covered this, but they didn’t . Also can you tell me what each series 6-7 etc is exactly for.
Thanks for your help in advance. RL
401(k) plan advisor|401(k) plan consultant