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Sarah Reznick
CFP, CRPC at
Edward Jones
in
Newbury Park, CA
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(805) 499-9785
Address
2804 Camino Dos Rios Ste 207 in
Newbury Park, CA
91320
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Credentials
Licenses
Series 6
The Series 6 license is known as the limited-investment securities license. It allows its holders to sell "packaged" investment products such as mutual funds, variable annuities and unit investment trusts (UITs).
As of August 4, 2008
Series 63
The Series 63 license, known as the Uniform Securities Agent license, is required by each state and authorizes licensees to transact business within the state. All Series 6 and Series 7 licensees must carry this license as well.
As of October 4, 2008
Series 7
The Series 7 license is known as the general securities representative (GS) license. It authorizes licensees to sell virtually any type of individual security.
As of October 4, 2009
Series 66
This Series 66 is the newest exam offered by NASAA. In essence, it combines the Series 63 and 65 exams into one 150-minute exam. This test contains no investment material, as the Series 66 license is only available to candidates that are already Series 7 licensed.
As of December 4, 2009
Certifications
CFP
Certified Financial Planner
CRPC
Chartered Retirement Planning Couselor
Background
Education
University of California, Irvine
Economics
2001
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