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?

like
Posting as :
works at
You are currently posting as works at

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

like

PFS held my 7 and 66.

like

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

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.

You have to downgrade your 7 tho

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 .

Related Posts

My manager randomly asked my relationship status. I don't mind sharing and told him that I'm married and he replied with "Oh..that's too bad" 🤔

funny

Has anyone used remote offshore virtual assistants while searching for targeted companies and jobs? It becomes overwhelming and tedious taking away time from actual preparation. I need recommendations for company and how they helped you.

Hi - asking a question for a friend. They recently accepted a job offer and currently going thru background check. They inflated their undergrad gpa on their resume (stupid of them i know) and are worried it’s going to get found and the offer rescinded. I told her she’s wrong for doing that but there’s no way the offer gets rescinded. Thoughts? She’s like almost 4 years post grad

Does anyone have a discount code for West Elm that I could use? I’m looking at a couch that costs more than my mortgage payment. 😬

Really struggling with a few students in my kindergarten class this year and looking for suggestions. I've been teaching K for 10 of the 16 years I've been a teacher, and have never felt as disrespected by students as I do this year. Several students continually talk, yell, and laugh over me, or make noises when I am talking. They are sent away from the group to reset and make a better choice, but usually continue when they return. Parent contact has been supportive, but hasn't helped.

Anyone ever feel that because of your title, people speak down on you and also hold you back?

like

Examples of infamous or vile scientists in history? We always hear about the greats but what about those who brought a bad name to our field?

like

Is mphasis giving permanent wfh to all employees?

Offer advise please. I have talked my way into an interview with a European fund (~$10 Bn AUM). As a first step in the recruiting process, they have invited me for a brief (15-30 min) introductory call where they want to assess my fitment for their team.

What do funds generally look for in candidates? I have been following the fund's recent investments/ exits and other realted news. Is there anything more I should be looking at? TIA.

like

Is flipping houses just like PE but for real estate?

like

How do you deal with a functional alcoholic parent who does not want to accept their addiction?

like

Is there a website where we can work on some Supply Chain projects to build up resume? Eg. Forecasting, Inventory Analytics, Network Optimization?

like

How did you get over your ex? I find it very hard especially during quarantine.

like

Anyone here have their CPA license in New Jersey? Wanted to see if I'm the only one who never received my wall certificate lol. It's been 11 months now.

likehelpful

Accepted offer to leave consulting (3 YoE, no previous lab experience) to join corp strategy team at biotech, any advice on what to do during the first couple of weeks?

like

How do I deal with minimal support from our principal when it comes to dealing with parents?

like

Anyone have insight into Deloitte GPS Finance and Enterprise Performance consultant level salary (2YOE)? Looking to negotiate but unsure of the salary band.

like

How did you go into real estate? What caught your eye?

like

Some people at my old firm have been reaching out trying to get me to come back. I am somewhat interested, but it would have to be a compelling offer. Is there a polite / correct / ethical way to reach out and see what they are willing to offer me without committing to anything?

like

Does anyone wanna make NYE’s plans?? None of my friends are around, so I’m looking to have a good time with some strangers cause why not haha

Probably go clubbing/dancing/bar hopping. Anything really. I’m a super fun time :)

24 M (not interested in hooking or anything at all, so any gender/people to hang with is cool with me). DM or comment below if you want my IG 👀

likefunny

Additional Posts in Financial Advisors

Does your office use any type of instant messaging If so, what and how do you archive it?

like

When picking between two excellent candidates for an open job, what is the determining factor that pushes you toward one over the other?

like

Too early to tell whether to short on Vanguard Energy ETF.

like
like

Are the extra costs for a TAMP or Hybrid OSJ who provides investment management for additional bps worth it, or do you prefer to build portfolios yourself, especially with looming market correction...

like

Do you sign your emails with your close/name and your email signature or just the close and signature?

What is that one quality you demonstrated at work that differentiated you from others and made you successful/climb up the ladder?

likesmart

I'm looking to improve my communication skills to navigate a very political environment better (i.e. I need to be more diplomatic). Any books recommendarions are appreciated 💁🏼‍♀️

like

How do I check-in with a client without sounding like a salesman? Want to check in via email, have a new relationship with these clients.

like

other firms- what is your thought on the DOL ruling? is EJ crazy for switching everyone to fee based platforms to be compliant?

like

Does anyone else hate prospecting and rely on referrals? Cold calling is so miserable 😩

like

I’m interested in hearing from Edward Jones reps that sell individual bonds. I read recently that bond pricing will become completely transparent and show the clients the full fees/markups. Concerns?

like

For those that spend alot of time on the phone. What type and brand of headset do you use?

like

Audiobook recommendations? Currently listening to The Subtle Art of Not Giving a F*ck and I'm enjoying it, but I'd also be open to listening to novels aside from self help books.

likefunny

This is the craziest job ever. I’m less than one year in and I get no leads given to me. I’m an indy FA (S7, S66, and life + health licensed) I am constantly looking for new prospects to the point I want to rip my hair out, but then I’ll have days like today where I’ll make 20k in one day and think this job is a joke. I really need to learn how to prospect better. I’ve made 150k in my 7 months as an advisor, I’ve made 29 new clients in that time and am looking for a way to streamline prospecting

like

For you more experienced guys and larger producers. How do you go about pitching an idea of the phone if you are In another state from the person you are on the phone with?

like

At what point did you realize that you no longer had to fight to make it? Certain number of clients? Certain number of AUM? Maybe never?

likeuplifting

Starting a full-time assistant. How much vacation time? 1 week for first 2 years, then 2 weeks for years 3-6 and then 3 weeks...

like

What was your process for hiring an Admin or Junior Advisor? How do you find a qualified person and decide between the person selling or clerical tasks?

like

Anyone switch their book from commission to fee only? Just curious how it went. Considering it myself.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal