I’ve been in the industry for 23+ years, 16+ of those spent as a Producing Branch Manager. I hold S7, S63, S66, S24 and I’ve completed the education for the CFP (need to pass the exam). I excel in relationship building and providing exceptional service. I’ve only been on the full-service side for the past 2 years and my book of managed money is about $10M, with another $10M+ being self-directed by clients. I’d love to find an RIA job, what type of role would be suggested?
Jeff Rattiner Fast Track
And
Ken Zahn
No Question about these being Rockstars
Zahn. Passed first time. Definitely a giant filter for the stuff you dont need to know. Targeted.
Brett Danko