R Ray New member Jul 26, 2009 #1 ...Representative Trainee? Is there a difference? Or is it that a financial services representative sells mostly insurance and is required to pass the Series 6, 63, and Life and Health, but opposed to Stockbrokers, they need the series 7 and 63.
...Representative Trainee? Is there a difference? Or is it that a financial services representative sells mostly insurance and is required to pass the Series 6, 63, and Life and Health, but opposed to Stockbrokers, they need the series 7 and 63.