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Overview

Investments drive our economy. From the opening bell on Wall Street to the day’s hectic end, hundreds of billions of dollars change hands every day on the major exchanges.

Securities sales agents help their clients buy and sell stocks, bonds, mutual funds, annuities, as well as other investments and financial products. The demand for investment products and advice continues to grow as people look for ways to diversify their savings and protect their retirement, especially in this volatile economy.

  • Securities Sales agents assist clients in the buying and selling of stocks and bonds or mutual fund shares, annuities, and other investments and financial products.
  • Many insurance agents obtain their securities license in order to be able to offer more comprehensive financial planning services to their clients.
  • The demand for investment products and advice continues to grow as people look for ways to diversify their savings and retirement strategies.

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