What is a Financial Advisor?
As a Financial Advisor you will assess the financial needs of individuals and provide advice on insurance decisions, to protect what they have, and investments (such as stocks and bonds) to help them maintain and build wealth. Unlike stockbrokers who simply execute orders in the market, Financial Advisors strive to make informed decisions on behalf of clients and provide guidance.
You will help your clients plan for short-term and long-term goals, and help them financially navigate life events such as marriage, new baby, education expenses and retirement.
Upon successful completion of VETSTEPS, you will have earned the right to use the title of Financial Advisor by studying for and passing your SIE, Series 7 and Series 66 license exams and you will have displayed proficiency in the skills required to provide these services to your clients.
As a VETSTEPS-trained Financial Advisor you will be a well-educated, credentialed, experienced, financial professional who works on behalf of his or her clients to help protect and build wealth.