I passed my series 7 and 63 in November and January respectively, and am officially a wholesaler! Problem is… I’m so new to all of this that I have no idea what I’m actually selling. Does anyone have any additional resources for deep dives on how ETFs, Mutual Funds, and SMAs work? Hoping to catch up to my peers sooner than later.
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Congratulations! While we’re experts on the exam material, we aren’t as in touch with the “real-world” aspects of the material. Banks and broker-dealers tend to have some pretty good resources, although naturally they’re a bit more marketing focused. For example, here’s Schwab’s page on ETFs: