Bill S.

I have obtained both my BS in Finance and my MBA. I started my career as a Licensed Registered Rep (Stock Broker) for Charles Schwab in November 2008. I passed my series 7 exam (first attempt without tutor assistance) on March 10, 2009. Obtained my series 63 the very next week. From there I moved on to Merrill Lynch to serve as an Investment Advisor Representative. I passed my series 66 on my first attempt without requiring a tutor as well. I served as an IAR for Merrill for over 2 and 1/2…