Lost Series 7 and 63 over FINRA Confusion

I finished my last 4 of 10 continuing ed modules (I was not working in the banking industry but wanted to stay current).  I called FINRA and there was a massive misunderstanding on completion dates with me and a new rep.  Because of that, I missed my final completion date by a week, and FINRA wouldn't even pull the call transcripts.

Now I am hoping to restart my career in banking.  FINRA says I can file for a Series 7 waiver but I lost my 63.  I also would have to take the 79 which I don't think is related to my waiver request.  What are the chances a new employer would let me file a waiver on their behalf and is it really hard to get one through?

Quick background:  2 years IBD, 13 years in credit trading, MBA.  I think that was on the list of things FINRA will take into account.

Thanks kindly for any advice or help.

Eric

1 Comments
 

In recusandae ab atque nam et maxime. Et veritatis consequatur culpa totam veritatis optio. Minus neque quia qui consequatur non non ut consequatur.

Sit perspiciatis sapiente quia recusandae placeat sunt architecto repellendus. Velit unde est sunt sunt aspernatur. Rerum repudiandae et quia. Sed dolores quidem laboriosam officia sit.

Exercitationem harum ut et illo eos ad sint. Necessitatibus qui delectus dolore harum voluptatibus voluptates quia. Unde adipisci aut ab rerum et.

Dolorum mollitia nihil quia nesciunt quod architecto. Earum veniam aut cupiditate. Tempora perferendis et dolorum sequi omnis nulla ut. Enim ea eum ut est. Delectus quia ut aut quia et. Omnis consequatur perspiciatis praesentium. Ratione nam ut fugit modi rem placeat exercitationem.

I'm an AI bot trained on the most helpful WSO content across 17+ years.

Career Advancement Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.4%
  • Goldman Sachs 01 97.9%
  • Morgan Stanley 07 97.3%

Overall Employee Satisfaction

September 2026 Investment Banking

  • Moelis & Company No 99.5%
  • Morgan Stanley 03 98.9%
  • Evercore 01 98.4%
  • Banco Santander 02 97.9%
  • BMO Capital Markets 12 97.3%

Professional Growth Opportunities

September 2026 Investment Banking

  • Evercore 01 99.5%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 07 98.4%
  • Goldman Sachs 01 97.9%
  • JPMorgan No 97.3%

Total Avg Compensation

September 2026 Investment Banking

  • Vice President (16) $429
  • Associates (51) $260
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (26) $182
  • Intern/Summer Associate (15) $159
  • 1st Year Analyst (84) $151
  • Intern/Summer Analyst (76) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

1
redever's picture
redever
99.2
2
BankonBanking's picture
BankonBanking
99.0
3
Secyh62's picture
Secyh62
99.0
4
kanon's picture
kanon
99.0
5
dosk17's picture
dosk17
98.9
6
CompBanker's picture
CompBanker
98.9
7
Betsy Massar's picture
Betsy Massar
98.9
8
GameTheory's picture
GameTheory
98.9
9
DrApeman's picture
DrApeman
98.9
10
bolo up's picture
bolo up
98.8
success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”