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harley48 View Drop Down
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Joined: Aug/16/2011
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Points: 59 		Post Options Post Options   Thanks (0) Thanks(0)   Quote harley48 Quote  Post ReplyReply Direct Link To This Post Topic: About to re-enter
    Posted: Aug/17/2011 at 3:17am
Hi.

Previously with Merrill Lynch for four years. Took a 3 year hiatus to have a little fun. Now age 30, nearly finished with CFP coursework and planning to re-enter the business as an RIA.

Currently unlicensed, but previously held series 7, 66 and insurance license. Sitting for CFP in March 2012, and taking series 65, as well...

Looking forward to seeing what this forum has to offer.

Harley48
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Iamlegend View Drop Down
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Points: 23776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Aug/17/2011 at 7:10am
Welcome!
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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Aug/17/2011 at 8:31am
Welcome Harley.  When do you plan on launching the RIA?
The true 🤡 was the Biden voter all along.
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noggin View Drop Down
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Points: 2477 		Post Options Post Options   Thanks (0) Thanks(0)   Quote noggin Quote  Post ReplyReply Direct Link To This Post Posted: Aug/17/2011 at 9:52am
Welcome Harley!
What keeps us captive are our own fears.- Moraen
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B24 View Drop Down
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Points: 28776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote B24 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/17/2011 at 10:43am
Harley, just out of curiousity, how do you plan to survive financially while you get the thing up and running and build a client base? I assume you currently have no potential clients?
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RIArules View Drop Down
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Points: 49907 		Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Aug/17/2011 at 10:55am
I have plans for sitting in March as well. Welcome!
“We are all Antifa” - Hacksaw 9/12/2025
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GreatPlans View Drop Down
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Points: 962 		Post Options Post Options   Thanks (0) Thanks(0)   Quote GreatPlans Quote  Post ReplyReply Direct Link To This Post Posted: Aug/17/2011 at 11:16am
Originally posted by harley48 harley48 wrote:

Hi.

Previously with Merrill Lynch for four years. Took a 3 year hiatus to have a little fun. Now age 30, nearly finished with CFP coursework and planning to re-enter the business as an RIA.

Currently unlicensed, but previously held series 7, 66 and insurance license. Sitting for CFP in March 2012, and taking series 65, as well...

Looking forward to seeing what this forum has to offer.

Harley48
 
Nope.  You missed all the fun in the last 3 years.
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harley48 View Drop Down
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Joined: Aug/16/2011
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Points: 59 		Post Options Post Options   Thanks (0) Thanks(0)   Quote harley48 Quote  Post ReplyReply Direct Link To This Post Posted: Aug/17/2011 at 1:21pm
@ Wet_Blanket: I am planning for a 1st Qtr 2012 launch date. However, I may postpone to receive scoring from CFP exam.

@B24: I currently have a restaurant job, which provides a great lifestyle and flexibility. I have days free until 5pm and the money is good enough to support me while I get some traction. Correct, I have no clients.

@GreatPlans: I know! I took a leave of absence from ML in May of 2008 with the intention to travel for a year and return to work...well, by December of 2008 ML was BofA and we all know what happened then...in short, the timing couldn't have been better, and it couldn't have been worse...


Edited by harley48 - Aug/17/2011 at 3:20pm
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