Rookies & Trainees http://wealthmanagement.com/taxonomy/term/23731/more en Just passed my 7 today. Im taking this weekend and next weekend off and then start studying for my 66 http://wealthmanagement.com/forums/rookies-trainees/just-passed-my-7-today-im-taking-weekend-and-next-weekend-and-then-start-stu <div class="node-body forum-body"><p>What advise do you have for me coming off the 7? I scored and 85. I took learning material from testeachersonline and purchased training consultants online q bank after i exhausted all the first companies material. I over studied as I was done studying and had a delay in appointment but Im just relieved I&#39;m half way there. Any advise for the 66? (Sorry am on mobile)</p> <p>&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/just-passed-my-7-today-im-taking-weekend-and-next-weekend-and-then-start-stu" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/just-passed-my-7-today-im-taking-weekend-and-next-weekend-and-then-start-stu#comments Rookies & Trainees Thu, 23 Apr 2015 19:34:44 +0000 845981 at http://wealthmanagement.com Series 66 round 2 - HELP http://wealthmanagement.com/forums/rookies-trainees/series-66-round-2-help <div class="node-body forum-body"><p>So I just failed my series 66.&nbsp; The firm had me using firesolutions and I supplmented with Training Consultants.&nbsp; I was getting 87%-95% on the practice exams.&nbsp; I felt more confidant than I did with the 7.&nbsp; There was no way I wouldn&#39;t pass if I was scoring that high on the practice exams.&nbsp; Well it didn&#39;t turn out like I anticipated and I left dissapointed with a 69%.&nbsp; I have one more chance to get this!&nbsp; I know I have test anxiety issues which I will work on but I wondered if anyone had a seminar, tutor or something else I should look into.&nbsp; Th</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/series-66-round-2-help" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/series-66-round-2-help#comments Rookies & Trainees firesolutions pmd series 66 Series 66 Study Material Recommendation Training Consultants tutor Wed, 22 Apr 2015 19:17:13 +0000 843531 at http://wealthmanagement.com Need Review about JSM Consulting http://wealthmanagement.com/forums/rookies-trainees/need-review-about-jsm-consulting <div class="node-body forum-body"><p>we are a small company with few clients. majority of clients were acquired from personal references.</p> <p>now we are looking to extend our client base using different marketing methods.</p> <p>for social media promotion we are considering to hire the services of &quot;JSM Consulting&quot; their website here www.msjconsultingofusa.com/social.php</p> <p>we need some opinion / reviews about them? does anyone used their services?</p> </div><div class="og_rss_groups"></div> http://wealthmanagement.com/forums/rookies-trainees/need-review-about-jsm-consulting#comments Rookies & Trainees consultancy makrketing Fri, 17 Apr 2015 14:07:10 +0000 838481 at http://wealthmanagement.com PMD in a bad situation http://wealthmanagement.com/forums/rookies-trainees/pmd-bad-situation <div class="node-body forum-body"><p>I will give the cliff notes version of whats going on:</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/pmd-bad-situation" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/pmd-bad-situation#comments Rookies & Trainees Fri, 17 Apr 2015 00:22:48 +0000 838111 at http://wealthmanagement.com How to start a small trading company? http://wealthmanagement.com/forums/rookies-trainees/how-start-small-trading-company <div class="node-body forum-body"><p>I want to be able to solicit people to give me money so I can trade Forex.</p> <p>I was wondering what license do I need?</p> <p>Is it series 7 ?</p> </div><div class="og_rss_groups"></div> http://wealthmanagement.com/forums/rookies-trainees/how-start-small-trading-company#comments Rookies & Trainees FOREX Mon, 13 Apr 2015 23:56:39 +0000 835101 at http://wealthmanagement.com Pass Perfect Series 7 practice quizes and tests http://wealthmanagement.com/forums/rookies-trainees/pass-perfect-series-7-practice-quizes-and-tests <div class="node-body forum-body"><p>Hello all,&nbsp;</p> <p>I am currently studying for the Series 7 (taking it in 5 weeks). I purchased the Pass Perfect Question Databank which contains unlimited topic quizes (Regulations, Trading Markets, etc), and 30 practice tests (135 Qs each).&nbsp;</p> <p>What I am noticing is that the majority of the questions on the practice quizes are filled with, in my opinion, minute details that I cannot imagine would be tested on the real S7 exam.&nbsp;Please correct me if I am incorrect in my assumption.&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/pass-perfect-series-7-practice-quizes-and-tests" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/pass-perfect-series-7-practice-quizes-and-tests#comments Rookies & Trainees Sun, 12 Apr 2015 20:17:32 +0000 834371 at http://wealthmanagement.com Question about CRD http://wealthmanagement.com/forums/rookies-trainees/question-about-crd <div class="node-body forum-body"><p>I posted in this forum since it seems like it gets the most activity any help with my situation would be most appreciated!</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/question-about-crd" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/question-about-crd#comments Rookies & Trainees Sat, 11 Apr 2015 12:15:52 +0000 834341 at http://wealthmanagement.com Branching into Financial Planning http://wealthmanagement.com/forums/rookies-trainees/branching-financial-planning <div class="node-body forum-body"><p>Hi Everyone -&nbsp;</p> <p>I am looking for a little advise about starting from the ground-up. To give you a little background, I started an independent insurance agency a little over 4 years ago &amp; have been steadily growing the business&nbsp;while expanding my professional network.&nbsp;I now have the infrastructure in-place so that the insurance side of things is self-sustaining &amp; I can gear my focus elsewhere.</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/branching-financial-planning" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/branching-financial-planning#comments Rookies & Trainees Fri, 10 Apr 2015 12:06:49 +0000 833831 at http://wealthmanagement.com How difficult is it to get into UBS training program? http://wealthmanagement.com/forums/rookies-trainees/how-difficult-it-get-ubs-training-program <div class="node-body forum-body"><p>How does the difficulty of getting a job as a trainee compare across the industry? I want to get a position at UBS but I have heard it can be hard to get in. How does this compare to the likes of Edward Jones, Morgan Stanley, ML, and Raymond James? I will be graduation in the spring with close to a 3.9 gpa with corporate finance experience (Internships)&nbsp;but I go to a small local university. Will this hurt my chances significantly with UBS? My entire life I have wanted to be an advisor, but the path to becoming one seems foggy and unclear.</p> <p>&nbsp;</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/how-difficult-it-get-ubs-training-program" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/how-difficult-it-get-ubs-training-program#comments Rookies & Trainees UBS Wed, 08 Apr 2015 02:26:56 +0000 832011 at http://wealthmanagement.com Moving across the country 2-3 years into FA career? http://wealthmanagement.com/forums/rookies-trainees/moving-across-country-2-3-years-fa-career <div class="node-body forum-body"><p>I am looking to begin my career as an FA hopefully in a training program with one of the major banks but would like to move to the West coast for a few years to change scenery before doing so (am on the East coast). After 2-3 years of establishing myself and building a book of business, I&#39;d like to move back and start a family. Can I bring my book with me, is this a feasible endeavor if I stay within the same firm?</p> </div><div class="og_rss_groups"></div><p><a href="http://wealthmanagement.com/forums/rookies-trainees/moving-across-country-2-3-years-fa-career" target="_blank">read more</a></p> http://wealthmanagement.com/forums/rookies-trainees/moving-across-country-2-3-years-fa-career#comments Rookies & Trainees Sun, 05 Apr 2015 00:30:37 +0000 830661 at http://wealthmanagement.com