Greenhorn Introductions

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New Member

Printed From: Advisorheads
Category: Introductions
Forum Name: Greenhorn Introductions
Forum Description: MAKE YOUR FIRST POST HERE!
URL: http://www.advisorheads.com/forum_posts.asp?TID=17092
Printed Date: Mar/27/2026 at 12:00am
Software Version: Web Wiz Forums 12.03 - http://www.webwizforums.com

Topic: New Member

Posted By: SRS81
Subject: New Member
Date Posted: Apr/21/2020 at 1:50pm

I'm new to the forum. Worked in financial services for 17 years and starting an RIA later this year (late summer expected). CFA, MBA, and Series 65.

Replies:

Posted By: knuk
Date Posted: Apr/21/2020 at 2:06pm

In first...!

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administrator

Posted By: gregsanberg
Date Posted: Apr/21/2020 at 2:11pm

what roles have you held in financial services?