![]() |
24 year old new to the site |
Post Reply
|
| Author | |
abd3
Rookie
Joined: Oct/30/2013 Location: Ohio Status: Offline Points: 2 |
Post Options
Thanks(0)
Quote Reply
Topic: 24 year old new to the sitePosted: Jan/20/2014 at 8:33pm |
|
Mandatory first post.
I currently work in the private bank of a large bank as a wealth manager/portfolio manager but I have dreams of starting my own RIA in the next 5 years. I have my life and health license, and am currently studying for the CFA. I passed Level I last year and am taking Level II this year. I may still consider the CFP after I'm done, but I still have 2 (hopefully) years until then. I'm really just here to absorb as much info as possible and to hopefully learn from discussions on this board. I've begun working on the details of my business plan as well as creating some modules in excel.
|
|
![]() |
|
RipRock
Senior Member
Joined: Oct/29/2013 Status: Offline Points: 1807 |
Post Options
Thanks(0)
Quote Reply
Posted: Jan/20/2014 at 8:58pm |
|
You need a picture of an aquatic center (liverPOOL). Suarez needs to make sure his diving is top rate.
Welcome. |
|
![]() |
|
noggin
Senior Member
Joined: Mar/11/2010 Location: Parts Unknown Status: Offline Points: 2477 |
Post Options
Thanks(0)
Quote Reply
Posted: Jan/20/2014 at 10:05pm |
|
Welcome....
|
|
|
What keeps us captive are our own fears.- Moraen
|
|
![]() |
|
insurancepro
Greenhorns
Joined: Dec/16/2013 Location: TN Status: Offline Points: 18 |
Post Options
Thanks(0)
Quote Reply
Posted: Jan/21/2014 at 10:14pm |
|
Welcome
|
|
![]() |
|
Post Reply
|
|
| Tweet |
| Forum Jump | Forum Permissions ![]() You cannot post new topics in this forum You cannot reply to topics in this forum You cannot delete your posts in this forum You cannot edit your posts in this forum You cannot create polls in this forum You cannot vote in polls in this forum |