Senior Financial Advisor

I am currently a Senior Math Major at Cal Poly, San Luis Obispo and I am also interning as an Accounts Receivable Analyst. I would like to about becoming a financial advisor. Where do I start?

Check out Kaplan University.com (I'm not affiliated with them) to get information on becoming a certifed financial planner.

You might also consider taking your Series 7 (stock broker) or Series 65 (investment advisor) tests. Search on Series 7 test or Series 65 test to find home study courses. You can also check on the SEC web site for details on qualifying criteria.

2006-07-12 14:25:08 by charlitacr

Comparison of Fee Only Financial Advisers to Commission Based Advisers. You need to know the difference. Keith D. Maderer of SENIOR Financial and ...

I need someone who knows what they are talking about to give
me some financial advice. I am a senior citizen and everything has went to hell in a handbasket. I am not very
well and the stress is more than I can handle. I cannot do
this anymore. I don't need people to look at me like an
idiot because I am in such a mess. It was a whole long list
of things many of which I had no control over. I have many
unusual situations and problems that I need help with. We
should have declared bankruptcy years ago and we could have
straightened this mess out by now but we didn't and now I'm
not sure if it would be the best thing to do for a number of
reasons. But something has to change. Can anyone help me?
I can't afford a financial advisor and I don't know one
that would deal with a mess like this. Where can I go?

Get it all in perspective you obviously need professional advice since you can't tell us what the worst is of this mess your in.
I lost everything. First my ex drug me through bankruptcy then when I got some charge cards things went out of my control, I let my charge cards go and they didn't even come after me. I didn't choose to do this and it almost killed me. I was an outstanding citizen and was so full of pride for my wonderful credit score and on and on.
There must be someone you trust a preacher...someone that you admire their money skills that could give you advice. But until you do. Remember you still have your treasures, your family. I lost my house, my job,my marriage, my car, and was ruining my health. I'm not young I was married over 24 years when this all happened. He hid and stole all our assets in the divorce and left me in a paper box. It helps to remember whether those numbers in your check book are black or red don't let that steal the joy of the things that are most important. If you lose that credit and can't buy anything ever again...let it be. Just remember to prioritize. I had to. A roof over my head came first. It comes down to survival and what it takes. It took a lot to get to this attitude. I stressed over fluff and when it was all gone it was ok. I'm happier today than I ever was and still can't afford a cable connection to the t.v. Good luck I just hope you can get to where you can sleep at night. Prioritize.

2006-05-21 20:59:46 by kskaro46

I have been interested in becoming a Personal Financial Advisor for quite awhile now. I will be a senior in high school next year and I was wondering if anybody could give me any advice on this career? Not just the basic advice that counselors give because I've already been to enough of those. I need inside advice. Such as personal experiences with financial advisors, or maybe someone that is one. Thanks in advance. It is much appreciated.

A little about me: I am outgoing, good with people, I am the youngest employee in a customer service phone center for a major magazine company in my area, I'm already invested in stocks and mutual funds while the majority of my peers don't even know what that is. So obviously I'm committed. Any advice that is beyond generic would be of help.

BTW I am completely serious about this career. I've already got some college classes planned and ready to go for after high school.

I am thinking about being a CFP but I wish i was as young as you are. You can make a lot of money and have some fun helping customers. Is it going to be hard sometimes, yes. I would get on Edward Jones' website and do some research, they have some good ideas. Also, go to college, a degree in Finance will help. Good luck. Going from what you have said, i think you will do good.

2008-05-29 23:41:20 by Yahooforever

Price: $9.95

My senior in-law parents have been VERY foolish with their money all their lives and still are.
They wanted a budget plan, so my hubby helped them, and they won't stick to it. They continually live in denial and rack up their huge debt.
So as they won't listen to family, we figured maybe if we get a real financial advisor for them they would do something about it. Perhaps this person can look at all the numbers and give it to them straight . . . shape up or xyz will happen. Maybe this person can set a budget plan for them that they must stick to.
Who exactly do we do a search for to do this type of thing? Is it costly? We're afraid very soon they are not going to have enough money to live out the rest of their lives.
THANKS.
Sharon B - exactly - in our situation also though, you cannot beat a dead horse. They live a lifestyle too far beyond their means . . . they will be in deep you-know-what soon. They want/need help - but live in seriousl denial to do anything about it. They think things will just "work out". Sigh.

First of all do they want help? Have you ever heard you can lead a horse to water, but you can not make them drink. I am a retirement specialist and I review their home mortgage, they real estate portfolio, investments, insurance and what they are doing to continue the live-style they have now. I do this for free and refer them to the professionals I use for more difficult plans. Seems a group of people working together can help secure a plan better than one person...plus then they have to answer to someone who is not family, kind of like a Jenny Craig of finance!

2007-12-29 15:01:17 by Ihearya

im in highschool, and i have alwys wanted to be a financial adviser at Merill Lynch i was just wondering if its possible to be and apprentice or intern at Merill Lynch at 16? i also know a senior financial advisor who is currently working there thank you it does not have to be paid

To become a financial advisor at merill lynch you must possess bachelor’s degree in a business related discipline is strongly preferred; an MBA (master’s in business administration), JD (law degree), CPA (certified public accountant), CFP (certified financial planner), CIMA (Chartered Institute of Management Accountants), or other related professional certification is a plus.
Hence please complete your graduation please !!!

2008-01-16 21:20:29 by Shawn S