16 min listen
Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor
FromGimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals
ratings:
Length:
27 minutes
Released:
Aug 18, 2022
Format:
Podcast episode
Description
Walkner Condon is committed to producing educational content to better inform our listeners, viewers, readers, and current clients on the myriad financial topics. That's how this podcast came about. But we’re also committed to the continuing education and career advancement of our staff members.
In this episode, Polly Price – who began her journey at Walkner Condon as a client service specialist – discusses her path to passing the Series 65 exam. The Series 65 is the licensing needed to become a financial advisor, and it's a big step toward Polly's goal of advising in a full-time role.
LINKS
Alicia's Bio
Watch on YouTube
Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor
---
Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
In this episode, Polly Price – who began her journey at Walkner Condon as a client service specialist – discusses her path to passing the Series 65 exam. The Series 65 is the licensing needed to become a financial advisor, and it's a big step toward Polly's goal of advising in a full-time role.
LINKS
Alicia's Bio
Watch on YouTube
Walkner Condon's YouTube Channel
Contact Us
Meet with an Advisor
---
Send in a voice message: https://podcasters.spotify.com/pod/show/walkner-condon/message
Released:
Aug 18, 2022
Format:
Podcast episode
Titles in the series (100)
"Laying Up, in Golf & Investing" - Gimme Some Truth, Ep. 5 by Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals