Tweet
Some of you may have heard I am changing careers into financial planning and will be working for one of the largest national financial planning firms within 100-120 days. The first step in this process is taking the series 7, and I am going to be taking that test within next 90 days. Once I sit for the test and get hired, I will no longer be able to post to public internet forums.
I will not be allowed to post to internet discussions regarding investing or similar as that violates some portions of the license and SEC regulations regarding compliance. If you have questions which I am allowed to answer, I will do so thru private messages only, and only if it does not violate various compliance issues I am still learning about the industry.
I am posting this now, so if anyone wants my contact info, you can PM me on the boards and get it.
My account here will remain active, but I will not use it after I am licensed. If you email me from the forum, it will make its way to me. Depending on contents of email, I may or may not be able to respond directly. I know 2 posters already requested the info, and I think they got my personal email and info.
3 years later I should have my CFP as well, but that is a whole different test.
The preferred way for me to be contacted is linked in, that way I know the information for person which is contacting me (including name) as a way to cover my tail. But if you prefer to remain anonymous, my signature says it all, and you get what you pay for LOL.
It has been my pleasure spending time on the boards and interacting with you over the years (how long has it been?). Learned a lot, helped a few people out and got thru a few rough patches of life. I wish you all the best, and if you want information to contact me, send me a PM and I will send you my linked in profile and my yahoo email address.
I will not be allowed to post to internet discussions regarding investing or similar as that violates some portions of the license and SEC regulations regarding compliance. If you have questions which I am allowed to answer, I will do so thru private messages only, and only if it does not violate various compliance issues I am still learning about the industry.
I am posting this now, so if anyone wants my contact info, you can PM me on the boards and get it.
My account here will remain active, but I will not use it after I am licensed. If you email me from the forum, it will make its way to me. Depending on contents of email, I may or may not be able to respond directly. I know 2 posters already requested the info, and I think they got my personal email and info.
3 years later I should have my CFP as well, but that is a whole different test.
The preferred way for me to be contacted is linked in, that way I know the information for person which is contacting me (including name) as a way to cover my tail. But if you prefer to remain anonymous, my signature says it all, and you get what you pay for LOL.
It has been my pleasure spending time on the boards and interacting with you over the years (how long has it been?). Learned a lot, helped a few people out and got thru a few rough patches of life. I wish you all the best, and if you want information to contact me, send me a PM and I will send you my linked in profile and my yahoo email address.
Good luck Jim.
You were quite a help to the forum and you'll be missed. Good luck to you and your family.
Comment