How can i becoma a financial advisor?
Depends on what kind of financial advisor you would like to be. I am an actual accountant with a four-year degree and an MBA. I have passed the CPA exam, and I work for a CPA. We do tax planning and advice for wealthier clients looking to pay only their fair share of taxes according to the tax code. Before the CPA firm, I was also a corporate accountant in charge of calculating reserves for an insurance company and using customer financial performance to forecast sales and help the company budget appropriately. I was also a billing and membership manager for a smaller insurance company, and have worked for nonprofits and government entities as well in various financial advisory capacities. My current employer, the CPA, is also an investment advisor, and I am currently studying for the appropriate exams to help him with that side of the business as well. I take the Series 7 exam on Thursday, the Series 63, which will license me to trade stocks among other things, in my state, and the Se
