Sarah Reznick

CFP, CRPC at Edward Jones in Newbury Park, CA

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(805) 499-9785

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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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Sarah Reznick

About

Contact

Address

Info

Reviews
0 Reviews

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0 Endorsements

Best Answers

Credentials

Licenses

Series 6

Series 63

Series 7

Series 66

Certifications

CFP

CRPC

Background

Education

University of California, Irvine

Consumers

Professionals

MoneyTips

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Simple tools to master your financial life.

Sarah Reznick

About

Contact

Address

Info

Reviews0 Reviews

Peer Endorsements0 Endorsements

Best Answers

Credentials

Licenses

Series 6

Series 63

Series 7

Series 66

Certifications

CFP

CRPC

Background

Education

University of California, Irvine

Consumers

Professionals

MoneyTips

Let's Connect

Reviews
0 Reviews

Peer Endorsements
0 Endorsements