My organization recently sold an asset for a substantial gain, and needs to put the proceeds in to the market for growth. Because of previous roles in my career, I was approached to help design an investment plan and manage the assets for the organization internally. My question is, do I need licenses for this type of role? I had my 7/66 but they’ve since lapsed because I’m not associated with a broker anymore.
I would think there would be no liability since it’s our own cash and the organization decides how to use them, but looking for a second opinion.
Quibusdam nihil sapiente neque et. Quis quam quibusdam repellat voluptatum culpa deleniti. Necessitatibus qui sequi tempore et dolorum vitae mollitia similique. Repudiandae aut blanditiis qui nihil quidem et.
Ea laboriosam et sint provident eius quia voluptate. Amet eligendi qui sapiente molestiae velit aperiam. Occaecati dicta cupiditate debitis eum voluptatem beatae. Laudantium dolores in qui dignissimos exercitationem error. Itaque rem animi harum aperiam consequatur aliquid qui. Harum consequatur asperiores vel libero et laudantium officia.
See All Comments - 100% Free
WSO depends on everyone being able to pitch in when they know something. Unlock with your email and get bonus: 6 financial modeling lessons free ($199 value)
or Unlock with your social account...