Anyone work in financials?

jmsremax · 11-27-2009, 01:10 PM

Nice....I am an equity trader and I love it. But I'm starting to lean towards financial planning. I have my 7 and currently studying for the 66. Still on the fence about which designation is right for me.....CFA or CFP. I weighed the pros and cons of both....just don't know if I can get into equity research (very hard to get into at our firm if you aren't from Ivy league schools). At first my goal was to become a portfolio manager, but with my sales experience (real estate agent) I was thinking financial planning and it's a more realistic goal and no matter what I want to be managing money; being successful is a different story

Mosesbotbol,

I used to be an intern at IBT the summer they converted to State St....great place. I loved working in the JH tower.

11-27-2009, 01:10 PM	#5
jmsremax Yet another Masshole Join Date: Nov 2009 First Name: Jon Location: MA Posts: 1,245 Trading: (19)	Re: Anyone work in financials? Nice....I am an equity trader and I love it. But I'm starting to lean towards financial planning. I have my 7 and currently studying for the 66. Still on the fence about which designation is right for me.....CFA or CFP. I weighed the pros and cons of both....just don't know if I can get into equity research (very hard to get into at our firm if you aren't from Ivy league schools). At first my goal was to become a portfolio manager, but with my sales experience (real estate agent) I was thinking financial planning and it's a more realistic goal and no matter what I want to be managing money; being successful is a different story Mosesbotbol, I used to be an intern at IBT the summer they converted to State St....great place. I loved working in the JH tower.

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