When Korey Banks decided to quit his job at a South Carolina bank to become a financial advisor, it was because he was interested in investing. After passing his exams, he entered Edward Jones' training program.
"I will tell you that when I got my Series 7, I was so excited," says Banks, 37. "I was putting together all these stocks and different investments, and that was going to be my focus. Then, I went to the training, and I realized that it wasn't about that. You learn it's about the clients and their goals and risk tolerance."
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access