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Certified to work as an Investment Adviser Representative (Series 65, Series 7 + 66, or equivalent) We're a team of former founders and operators from Goldman Sachs, Square, Paypal, Brex, Facebook, Airbnb, and Uber. We are backed by top Silicon Valley VCs including Thrive Capital and Index Ventures, with a supporting cast of executives from Focus Financial and other industry titans.
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Discounts on Alternative Medicine, Chiropractic, Fertility Advocacy, Pet care, Prescriptions, Lab Testing, and Diabetic Supplies. We hire/acquire wealth managers with existing books of business and supercharge them with proprietary technology that streamlines CRM, Back Office, Operations, Client Services, Compliance, Marketing, and Lead Generation to help them dramatically scale their financial advisory practices.
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Supercharge your early planning and advice career at Fidelity with paid training to help you get your Series 7 & 66 licenses, personalized support, knowledgeable career guides, and celebration of your achievements, while building skills and experiences.
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Obtain Licenses: Become a FINRA (Financial Industry Regulatory Authority) Registered Representative by studying for and obtaining your SIE, Series 7 Top Off and Series 66 licenses, fully paid for and sponsored by Fidelity.
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Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA. A series 7 and series 63 license that are current and in good standing.
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FINRA Series 7 & 63 licensed; Series 65 or 66 licensed and appropriate state registrations OR ability to acquire series 65/66 upon hire. Issuing Authority, Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA.
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Series 7 & 63 licensed; Series 65 or 66 and appropriate state registrations preferred, OR ability to acquire quickly upon hire. Certifications: Series 07 - FINRA, Series 63 - FINRA, Series 65 - FINRA, Series 66 - FINRA.
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Certifications Series 6, 63, 65, and Life and Heath or Series 7, Series 66, and Life and Health Required Knowledge, Skills and Abilities Self-motivated. The Associate Director, Annuity Solutions plays a valuable role in helping our clients with replacement of retirement income and guaranteed accumulation techniques to help them in their continued pursuit of their financial objectives while achieving our annuity sales objectives.
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Series 07 - FINRA, Series 63 - FINRA, Series 66 - FINRA. These investigations will account for 7 years or more of history, depending on the role. We assist companies and non-profit organizations in delivering benefits to their employees.
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Registration as a licensed FINRA Registered Representative (SIE, Series 6/7 or equivalent license, and Series 63 if applicable), Registration as an Investment Advisor Representative (Series 65/66), Registration as a FINRA Securities Principal (Series 24/26.
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Registration as an Investment Advisor Representative (Series 65/66). Registration as a licensed FINRA Registered Representative (SIE, Series 6/7 or equivalent license, and Series 63 if applicable.
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Certifications: Series 07 – FINRA, Series 63 – FINRA, Series 65 – FINRA, Series 66 – FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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Building long-lasting meaningful relationships with clients Certifications: Series 07 – FINRA, Series 63 – FINRA, Series 66 – FINRA Company Overview Fidelity Investments is a privately held company with a mission to strengthen the financial well-being of our clients.
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FINRA Series 7, 63, 65 or 66 license, and applicable state insurance license. The Wealth Management Advisor (WMA) position is the investment planning and investment and insurance products lead on the Wealth Management Team. The WMA is responsible for facilitating the delivery of strategies and capabilities including portfolio management, trust administration, investment advisory and insurance.
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Active and valid FINRA Series 7, 9/10 and 66 (or 63/65) licenses. Active and valid FINRA Series 24 license. Active and valid FINRA Series 24 license. CFP, CFA, CIMA, and/or AAMS.
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