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The licenses, in and of themselves, do not make you successful in the areas of securities.
The reason the 6/63 combination doesn't seem to do as well is because of the nature of the sponsoring B/D - an insurance company owned B/D. These B/Ds help you to just barely stick your toe in the water to learn about securities and asset management. Prospects that have significant assets will want someone more knowledgeable about asset management than an insurance B/D trained registered rep.
So, even if you were with another insurance company and upgraded to a Series 7... your training may not be that different. The conversations you have with prospects about what you can do for them... won't be that different with a 7 than if you just had a 6.
What you would need... is good training and mentoring from someone really knowledgeable about how to gather assets. To learn from this person (or firm), you would need the 7/63/65 or 7/66. It's just a characteristic of the training you would receive because you have the "more serious" licenses.
If you want this training, keep your 6/63 and find a place where you can learn it. You'll need to get your 7 & 65, but you'd be on your way to making securities a serious part of your practice.
If you aren't going to make it a significant part of your business... then just drop them.
The reason the 6/63 combination doesn't seem to do as well is because of the nature of the sponsoring B/D - an insurance company owned B/D. These B/Ds help you to just barely stick your toe in the water to learn about securities and asset management. Prospects that have significant assets will want someone more knowledgeable about asset management than an insurance B/D trained registered rep.
So, even if you were with another insurance company and upgraded to a Series 7... your training may not be that different. The conversations you have with prospects about what you can do for them... won't be that different with a 7 than if you just had a 6.
What you would need... is good training and mentoring from someone really knowledgeable about how to gather assets. To learn from this person (or firm), you would need the 7/63/65 or 7/66. It's just a characteristic of the training you would receive because you have the "more serious" licenses.
If you want this training, keep your 6/63 and find a place where you can learn it. You'll need to get your 7 & 65, but you'd be on your way to making securities a serious part of your practice.
If you aren't going to make it a significant part of your business... then just drop them.