Mortgage Originator Jimmy Vercellino, specializing in VA loans, helps veterans use their VA loan benefit to their greatest advantage. For more details call us at 480-351-5904 or visit our site http://www.valoansforvets.com/ The views expressed here are those of the individual author and do not necessarily represent those of First Choice Bank (NMLS #: 177877) and First Choice Loan Services Inc. (NMLS #: 210764), 7600 E. Doubletree Ranch Road, Scottsdale AZ 85258. Equal Housing Lender. www.fcloans.com/disclaimer/ www.fcbhomeloans.com/privacy 7600 E. Doubletree Ranch Road #200 Scottsdale, AZ 85258 Phone: (480) 351-5904 Email: jimmyv@fcbmtg.com http://www.valoansforvets.com http://google.com/+valoansforvets http://facebook.com/valoansforvets

1. Financial Advisor
How to
Become a

2. Get That License

3. Obtaining a professional
license is a necessity.

4. Certified
Financial
Planner

5. Certified Financial Planner
You have to take
preparation courses in an
accredited college or university.

6. Certified Financial Planner
After which, you have to pass
a two-day examination.

7. Chartered
Financial
Analyst

8. Chartered Financial Analyst
Becoming a CFA means you have
to obtain mastery of a rather
complicated curriculum;

9. Chartered Financial Analyst
at the same time you have to
pass three separate exams,

10. Chartered Financial Analyst
along with having work
experience and bachelor’s
degree.

11. Registered
Investment
Advisor

12. Registered Investment Advisor
You will receive compensation in
return for offering professional
financial advice.

13. Registered Investment Advisor
A registered investment advisor
has to pass the Series 66
examination…

14. Registered Investment Advisor
as well as the Series 6 or 7
examinations.

15. Series 66
• The Uniform Combined State Law
Examination
• Intended for aspiring securities agents,
investment advisors and
representatives.

16. Series 6
• Investment Company Products/Variable
Life Contracts Representative
Examination

17. The purpose of taking and passing
the exam is to become licensed in
selling security products, specifically:

18. • mutual funds
• unit investment trusts
• variable annuities
• closed-end funds

19. This is NOT for
stockbrokers to take
because the license does
not include stock…

20. direct participation
programs, and
corporate securities.

21. Series 7
• General Representative Examination
• It is the required exam for
stockbrokers.

22. Willis Consulting is a financial
services recruiting firm.

23. Our finance job recruiters are
experienced and know where
all the job opportunities are.

24. If you are seeking a financial
advisor, broker, or banking job,
CALL us at 310-373-7400…

25. or submit your resume:
http://www.willis-
consulting.com/apply-financial-
services-jo-b.

26. Los Angeles Office:
Corporate Headquarters
719 Yarmouth Road, Suite 203
Palos Verdes Estates, CA 90274
310-373-7400 PST

27. Scottsdale Office
15051 N Kierland Blvd, Suite 210
Scottsdale AZ 85254
480-361-9490 PST

28. New York Office
244 5th Avenue, Suite 1855
New York NY 10001
212-726-2041 PST

29. http://willis-consulting.com/