Financial Advisors

I recently just left my firm and left the financial services industry full time. I would like to keep my licenses however, as a back up plan.....Any thoughts on World Financial Group or Primerica?

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works at

Sorry W&R 1. They keep their 7. There is no down grade to 6.

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PFS held my 7 and 66.

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Idk if they’re gonna hold your 7 PFS won’t.

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PFS Investments limits you to mutual fund trades. You’re required to make one non-personal new trade every 24 months to remain active in addition to an active life license. Primerica Advisors' platform allows clients to hold some stocks and provides a consolidated statement. We’re self insured, no outside E&O. Mobile applications, Morningstar and other tools.

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You have to downgrade your 7 tho

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BTW you said “recently left”. Don’t take too long to make a decision and get your licenses moved. Sometimes stupid stuff happens with paperwork when you’re not there to personally walk it through .

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