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    All Forums | Investments

    Financial Certification Tests (series 6 ,7 , 63 ,65 ,3 etc.)

    robertelee
    wallstreetcappers
    accventures
    WallStreet21
    Participants:
    Search
    Views: 1455
    Posts: 4
     
    robertelee
    robertelee
    Prospect
    Participation Meter
    Joined: Jun, 2010
    Posts: 229
    Posted: Nov. 28, 2011 - 11:11 PM ET #1

    Has anyone taken anyone these tests? Series 6 and 7 are out of the question because I am not sponsored or employed by a member firm. Right now I'm a senior accounting major and I want to pick up a few things that will stand out on my resume. And to tell you the truth I just want to pass one for the hell of it. It would probably make the most sense to take the 63 or 65, but I would like to hear everyone's opinion.

    ALSO, my grandfather owns a wholesale pecan buying company which has been in business for over 75 years. We also own about 1200 acres of farm land/hardwoods, which when he passes away (he's 90) I will own half of. Which makes me consider taking the series 3 so I have a better understanding of commodities and futures. Thanks everyone all insight is appreciated.
    Reply
    To remove first post, remove entire topic.
    Has anyone taken anyone these tests? Series 6 and 7 are out of the question because I am not sponsored or employed by a member firm. Right now I'm a senior accounting major and I want to pick up a few things that will stand out on my resume. And to tell you the truth I just want to pass one for the hell of it. It would probably make the most sense to take the 63 or 65, but I would like to hear everyone's opinion.

    ALSO, my grandfather owns a wholesale pecan buying company which has been in business for over 75 years. We also own about 1200 acres of farm land/hardwoods, which when he passes away (he's 90) I will own half of. Which makes me consider taking the series 3 so I have a better understanding of commodities and futures. Thanks everyone all insight is appreciated.
     
    wallstreetcappers
    wallstreetcappers
    Covers Linesmen
    Participation Meter
    Joined: Feb, 2003
    Posts: 58463
    Posted: Nov. 29, 2011 - 10:04 AM ET #2

    I wouldnt take the 7/63 unless you were sponsored because aside from the cost to take the test, you have to park the certification somewhere too. I forget the length of time before it expires but it does behoove you to go with a firm have them pay the bill and go that route.

    I would take the 7 and 63 vs the 6 because the 6 limits what you can do, it is not as comprehensive as the 7.

    The 63 is just the state version of the 7. Have you considered looking into the financial planning certification? I think that is the 8 but I might be wrong.
    Reply
    I wouldnt take the 7/63 unless you were sponsored because aside from the cost to take the test, you have to park the certification somewhere too. I forget the length of time before it expires but it does behoove you to go with a firm have them pay the bill and go that route.

    I would take the 7 and 63 vs the 6 because the 6 limits what you can do, it is not as comprehensive as the 7.

    The 63 is just the state version of the 7. Have you considered looking into the financial planning certification? I think that is the 8 but I might be wrong.
     
    accventures
    accventures
    Legend
    Participation Meter
    Joined: Jan, 2005
    Posts: 33235
    Posted: Jan. 8, 2012 - 8:53 PM ET #3

    I have a 7 and 66.  Took the 7 in '99 and then again this past year after I had changed jobs and let it expire.  Got a 87 the first time and a 94 this time.  7 has gotten easier in my opinion and if you take studying seriously, it's an easy 80+.

    The 66 is a combination of the 63 and 65 and might be one of the hardest tests I've ever taken.  Written by attorneys and on two separate subject matters, you have to get a 75 to pass and though I got an 84 this time around, it's a motherfucker.  I studied my ass off for it for two weeks every day and still wasn't sure I had passed when I clicked submit.

    Even with the inheritence, not sure why you'd need to be licensed.  You can teach yourself commodities, options, etc. and not have the hassle (or liability) of being licensed.

    Reply

    I have a 7 and 66.  Took the 7 in '99 and then again this past year after I had changed jobs and let it expire.  Got a 87 the first time and a 94 this time.  7 has gotten easier in my opinion and if you take studying seriously, it's an easy 80+.

    The 66 is a combination of the 63 and 65 and might be one of the hardest tests I've ever taken.  Written by attorneys and on two separate subject matters, you have to get a 75 to pass and though I got an 84 this time around, it's a motherfucker.  I studied my ass off for it for two weeks every day and still wasn't sure I had passed when I clicked submit.

    Even with the inheritence, not sure why you'd need to be licensed.  You can teach yourself commodities, options, etc. and not have the hassle (or liability) of being licensed.

     
     
    WallStreet21
    WallStreet21
    Prospect
    Participation Meter
    Joined: Mar, 2012
    Posts: 76
    Posted: Apr. 5, 2012 - 9:18 AM ET #4

    It expires in two years without use or being parked... I wouldnt recommend taking either one of them unless you are sponsored, are you located in NJ/NY?  Try to go on craigslist/careerbuilder, a lot of jobs there for financial advisor positions, go on there and intern with the company and they will sponsor you, I do it all the time with the guys at my company


    Reply
    It expires in two years without use or being parked... I wouldnt recommend taking either one of them unless you are sponsored, are you located in NJ/NY?  Try to go on craigslist/careerbuilder, a lot of jobs there for financial advisor positions, go on there and intern with the company and they will sponsor you, I do it all the time with the guys at my company


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