Good day all!
I do not know if this is the correct forum, so if it is incorrect, I do apologize in advance. Anyway, I am a licensed P/C & L/H broker /agent in New York. I want to start to move into financial advisory services. I am already taking the 65 in a few weeks.
Anything else I need for RIA? I have no advisory clients yet, so I do not thing the RIAInABox.com website is for me yet. Anything else do I need as an independent?
I do not know if this is the correct forum, so if it is incorrect, I do apologize in advance. Anyway, I am a licensed P/C & L/H broker /agent in New York. I want to start to move into financial advisory services. I am already taking the 65 in a few weeks.
Anything else I need for RIA? I have no advisory clients yet, so I do not thing the RIAInABox.com website is for me yet. Anything else do I need as an independent?
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