Glossary

Learn financial advisor and financial terminology. Browse our glossary to gain a deeper insight into the Financial Advisor industry.

Certifications

Health Insurance License

Certifications

A health insurance license is a professional certification that enables individuals to sell health insurance products legally. Issued by state in...Read More

Life Insurance License

Certifications

A life insurance license is a professional certification that grants individuals the legal authority to sell life insurance policies. Issued by s...Read More

Securities Industry Essentials (SIE) Exam

Certifications

The Securities Industry Essentials (SIE) exam, administered by the Financial Industry Regulatory Authority (FINRA) in the United States, is a com...Read More

Series 66

Certifications

The Series 66 exam, administered by the Financial Industry Regulatory Authority (FINRA), is a comprehensive licensing examination for individuals...Read More

Series 7

Certifications

The Series 7 exam, administered by the Financial Industry Regulatory Authority (FINRA), is a crucial licensing examination for individuals aiming...Read More

To sign up to receive our emails, fill in the following fields and hit submit. Thanks, and welcome!

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

3707 West Maple Road Suite 101
Bloomfield Hills, MI 48301
Phone 313-300-2277 Contact

EXPLORE

Why We Exist

Why Become A Financial Advisor

Financial Advisor Program

Blogs

Glossary

Support Us

Powered by WiT Group - https://witgroupagency.com