I'm looking to become a fiduciary. I want to set up a family sick fund and operate sort of like an in house mutual insurer of sorts. However it seems there is no uniform method of doing so nationally or state to state.
I understand there are myriad exams (Series 7, 65, 66, CFP etc.) that one can take. Should I take all of them to be 'covered' nationally? Do specific exams hold more weight than others?
Submitted December 09, 2022 at 03:37AM by ESQBOJaguar https://ift.tt/1qTXyfn
