The big picture on dual licenses

February 27, 2015 by David Port

For financial planner Jillian C. Nel, earning dual licenses to offer both insurance and securities was originally little more than a career stepping stone, the means to escape from behind an administrative desk into a full-fledged advisory position at the large broker-dealer that employed her at the time.

“It was a matter of me needing the licenses to transition into the kind of role I wanted,” she explains.

Little did Nel imagine then just how meaningful being dual-licensed—she owns Series 7 and 66 securities licenses, as well as a general insurance lines license in Texas, along with a CFP designation—would become for her clients and her practice at Legacy Asset Management, a Houston firm she joined in 2011.

Originally Posted at LifeHealthPro on February 27, 2015 by David Port.