Greenhorn Introductions - New Here - Looking to Share Ideas

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New Here - Looking to Share Ideas

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=13491
Printed Date: Mar/26/2026 at 9:24pm
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com

Topic: New Here - Looking to Share Ideas

Posted By: Bear Market Baller
Subject: New Here - Looking to Share Ideas
Date Posted: Apr/25/2016 at 6:36am

Hi everyone, I'm obviously not going to tell you where I'm from or what my name is, so this sentence is essentially useless, but it makes me feel better writing it anyways. I am a licensed Registered Representative / IAR.

I have my 6, 63, and 65, and Life Insurance license. Will be obtaining my 7 this July. I did my 6 and 63 when I first joined my firm in order to recommend mutual funds and variable insurance products. I obtained my 65 instead of doing my 7 because I was able to just study for the 65 over a weekend and I wanted to be able to offer my clients a fee based structure ASAP.

I take my business very seriously and I care very much about my clients. I am licensed to sell life insurance and annuities, but I use these financial tools with utmost care. Please do not associate me with those who sell equity-indexed annuities or who sell insurance products as investment products.

Anyways, the reason I'm here is it always helps to bounce ideas off of people and learn from each other. I'll be looking forward to getting to know some of you.

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“One of the funny things about the stock market is that every time one person buys, another sells, and both think they are astute.” – William Feather

Replies:

Posted By: PEACH_cm
Date Posted: Apr/25/2016 at 7:58am

Welcome.