Would getting licensed and experience in a financial service company like NYlife,a good way to start a biz...?
Asked by g.taxconsultant
I do tax consulting so Iam thinking of combining my tax practice, with some financial services, and products like insurance and maybe eventually mutualfunds or loans and some financial planning its a long trip down the road but persistence and focus would hopefully help. if people have some good adviced or ideas i would always welcome them.

Best Answer:
A natural path from tax consulting is financial planning. You can consult clients with their personal finance, make financial plans etc. You can start with a passing grade in Series 65; and a CFP certification if you are looking further down the road to go into investment advice, insurance, trust, estate. Working for companies like NYLife is mostly about selling products. Series 6, 7 to start selling mutual funds and insurance. Series 66 to be eligible as both investment adviser and insurance agent. Potential earning for these positions is high, if you are a good sells person. Best wishes.

It is also very expensive. I know of something right up your ally.This is where you may gather contacts for your future and make a buck at the same time. send an email to dana@corpthis.com and inquire about becoming an afiliate and you will be working in the business services world. They pay you very well and that will help you advance.
Answered by AWM