I'm ready to start working with investments. I have always had an interest in them and I had my own brokerage account in my teens, where I traded stocks and options.
The Goal
I have my insurance license, my biggest concern is doing rollovers and transfers from brokerage accounts. I'm aware its a grey area(especially for retirement rollovers), but I'd feel more secure with the license.
The 65
Because of my current knowledge, I feel the 65 would be the most versatile and easiest to pass, also the least expensive option at $165. The problem is I want to use it with my insurance l
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The Goal
I have my insurance license, my biggest concern is doing rollovers and transfers from brokerage accounts. I'm aware its a grey area(especially for retirement rollovers), but I'd feel more secure with the license.
The 65
Because of my current knowledge, I feel the 65 would be the most versatile and easiest to pass, also the least expensive option at $165. The problem is I want to use it with my insurance l
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