EPISODE · Aug 18, 2022 · 27 MIN
Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor
from Gimme Some Truth | Investing, Financial Advice for High-Net-Worth Families and Individuals · host Walkner Condon Financial Advisors
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
What this episode covers
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
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Passing the Series 65 Exam: Polly's Journey to Becoming a Financial Advisor
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