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Hey everyone, I would like to compile a list of the different careers in the financial industry and the different degrees/certifications you need for them, if you have any knowledge on this subject please post, I'll try to keep this top post updated.
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Depending on what you hope to do, education and licenses vary. I will not speak for others, but I have a mortgage license, securities license (6,63), and Life/Health license. This allows me to do most of the things I want to do for now. Additionally, I intend to add to my securities with a series 7, 24 or 26, and 65. These will give me access to more products and better service for my customers. I also hope to add a CLU designation or other professional recognition in the next couple of years. This all adds credibility.
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Here are some I can think of:
1. Investment banking 2. Sales and Trading 3. Equity Research 4. Asset Management 5. Private Wealth Management 6. Financial Analyst for large corporation 7. Financial Advisor
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Sharpe Investing |
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Do you know if any company is looking to sponsor for tyhe Series 6 & 63 exams. I am very much interested in obtaining these certifications. How do I go about the entire process.
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Yes I did ..and Thanks for all the useful info, it really helped in plannign what I need to do. |
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