New Candidate Start-up Guide

Congratulations on making it through the interview process and betting on yourself. Being an entrepreneur allows you to decide what your future looks like. Your start-up process with us will consist of three phases:

1. Learning The Basics & Passing Your Exam

2. Joining The Firm: Broker Kit Contracting & Licensing

3. Onboarding Your Career For Take-off

Throughout this process, you will have multiple contact points guiding you through each phase. We work around the clock to transition your career into a Financial Representative (FR) effortlessly. Let’s get you in business for yourself, but not by yourself.