Next career step
Need some questions answered:
Passed SIE & 63, currently working towards the 7.
My post right now is with an independent wealth management team as an unregistered assistant. Started back in September. The team here has a wealth of experience and have been great mentors to me, but it’s dawned upon me that this is a means to an end once I pass the 7.
Looking to jump onto an internal wholesale desk. Is that thr correct next step or are there other suggestions I could look into?
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