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Vault Message Board: Financial Services, Insurance & Commercial Banking

Topic Name: Financial Services
Message Name: Moving from retail banking
Date Posted: 06/23/2001
Message: I am dying to get out of retail banking. I have a BA in Economics and an MS in Finance, Series 6, 63 and my insurance licenses. What avenues are out there for me to consider? I really don't want to manage anyone anymore and would prefer to utilize my degrees/certifications. I am considering getting my CFP and/or Series 7 license, but until then, what would you suggest?

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