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gresmi6 View Drop Down
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    Posted: Apr/26/2011 at 9:56pm
Here goes my first topic and my story thus far.
 
I am 21 and just offered a job for mutual of omaha as a financial advisor. I have been interested in Securities for 5 years and have been reading anything I could get my hands on ( I.E. Liars Poker, Common Stocks Uncommon Profits) however never look too much into advising others. I come from a blue collar family with no real connections. My closet consits of off the rack jc penny suits and I drive a 1999 S-10. I would love to take advantage of this oppertunity and feel I have the knowledge that the career takes. The series 7 was a breeze and the 66 does not look much harder. I am fearful that I will not be able to make this work because I will be judged before I have the chance to make a sale. Please advise a future advisor. Thank You.


Edited by gresmi6 - Apr/26/2011 at 9:57pm
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Iamlegend View Drop Down
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Points: 23776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:01pm
Don't worry about what you drive.  I didn't know Mutual of Omaha did securities?? 
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Wet_Blanket View Drop Down
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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:01pm

Are you currently at another firm?  If not, how did you already take the 7?

Also, I don't believe you should be concerned about being judged - its all sales and tied to production.
The true 🤡 was the Biden voter all along.
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gresmi6 View Drop Down
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Points: 27 		Post Options Post Options   Thanks (0) Thanks(0)   Quote gresmi6 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:05pm
Sorry I should have been more descriptive. Mutual does not do securites just life, 401ks, and Long Term Care. I got on with mutual earlier this month and am still working my other job until august to build up some capital to make it through the first couple months. I was able to do the series 7 last week.
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Wet_Blanket View Drop Down
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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:07pm
Not to interrogate you, but who sponsored the 7 if Mutual doesn't do securities?
The true 🤡 was the Biden voter all along.
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Iamlegend View Drop Down
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Points: 23776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:07pm
why do you need your 7 then?  Are you hoping to move to a firm that you would need it with or are you just getting it instead of the 6.  I say if you like the biz go for it!
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gresmi6 View Drop Down
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Points: 27 		Post Options Post Options   Thanks (0) Thanks(0)   Quote gresmi6 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:09pm

I had the option to do either the 6 or 7 I figured I would go with the 7. Thinking it would leave me more options down the road.
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Wet_Blanket View Drop Down
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Smart thinking!
 
Your story checks out - welcome! LOL
The true 🤡 was the Biden voter all along.
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gresmi6 View Drop Down
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Points: 27 		Post Options Post Options   Thanks (0) Thanks(0)   Quote gresmi6 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:12pm
Good to know I am in. Anybody ever start in the same situation and succeed and or fail?
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Iamlegend View Drop Down
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Points: 23776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:13pm
Originally posted by gresmi6 gresmi6 wrote:

I had the option to do either the 6 or 7 I figured I would go with the 7. Thinking it would leave me more options down the road.

Good thinking!
If you like the securities part of the biz you may want to check with a firm like Wells Fargo Adv, Edward Jones, to see if you can get on there.  Otherwise, just go with what you have.
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Wet_Blanket View Drop Down
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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:18pm
Originally posted by gresmi6 gresmi6 wrote:

Good to know I am in. Anybody ever start in the same situation and succeed and or fail?
I'm sure plenty of both.  Once you get 10 posts under your belt, you will get further access to this site.  Listen to IamLegend about shopping around for other firms.  Also, I think reading Liar's Poker will give you a twisted view of the job.
The true 🤡 was the Biden voter all along.
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gresmi6 View Drop Down
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Points: 27 		Post Options Post Options   Thanks (0) Thanks(0)   Quote gresmi6 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:18pm
I can get EDJ to even look at me, I have been trying to get on as a branch admin too get my foot in the door and not one call back.
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RIArules View Drop Down
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Points: 49907 		Post Options Post Options   Thanks (0) Thanks(0)   Quote RIArules Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:20pm
Originally posted by gresmi6 gresmi6 wrote:

I can get EDJ to even look at me, I have been trying to get on as a branch admin too get my foot in the door and not one call back.
LOL
“We are all Antifa” - Hacksaw 9/12/2025
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Wet_Blanket View Drop Down
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That is funny.  Why not just go for FA????
The true 🤡 was the Biden voter all along.
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RIArules View Drop Down
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Sorry, don't take that the wrong way.  You are way ahead because of that.
“We are all Antifa” - Hacksaw 9/12/2025
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gresmi6 View Drop Down
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Points: 27 		Post Options Post Options   Thanks (0) Thanks(0)   Quote gresmi6 Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:24pm
RIArules not a fan of EDJ?
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Iamlegend View Drop Down
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You are better off at Mutual of Omaha as an FA or agent than an assistant at Jones or any firm.
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Wet_Blanket View Drop Down
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Points: 46822 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Wet_Blanket Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:26pm
Would he be better off as an EJ FA than a FA at Omaha?
The true 🤡 was the Biden voter all along.
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Iamlegend View Drop Down
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Points: 23776 		Post Options Post Options   Thanks (0) Thanks(0)   Quote Iamlegend Quote  Post ReplyReply Direct Link To This Post Posted: Apr/26/2011 at 10:30pm
Yes, but if EJ won't even interview him for an asst....not much of a chance for FA, but you never know.
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SometimesNowhere View Drop Down
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Originally posted by Wet_Blanket Wet_Blanket wrote:

Would he be better off as an EJ FA than a FA at Omaha?


In this case I think so. He isn't doing securities business there. At least Jones will allow him to sell PG stock and JPM bonds while they suck his soul.


Edited by SometimesNowhere - Apr/26/2011 at 10:31pm
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