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Series-7-Catch-22
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Comments (2)

Chris in Goodyear, Arizona

4 months ago

I'm fresh out of college with 7 years experience in commission sales, mostly retail. So far, I've been rejected enough to require a drink (one rejection was 3 hours after applying). To no surprise, they were because I don't have the Series 7 yet. How do you get out of this Catch-22?

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22 year old advisor in Concord, California

1 month ago

i'm fresh outta college just got a FA gig at Merrill. I was lucky enough to place into the program but i've seen that becoming a client associate first allows you to transfer into the FA program BUT your grades and experience have to be top notch. I had experience working in the Private equity space along with an internship at BofA. Quality of quantity man. Hope that helps.

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