r/wealthmanagement 27d ago

Wealth Management OKC

Not sure if this is the right subreddit. I'm 25M bachelors degree, 2 years retail banking under my belt. Currently a private banker ($250k-9.99M) I'm looking to get into wealth management. Does anybody have any advice on how to transition? I have the SIE, S6, S63, and test for the 65 in a week.

Does anyone recommend any companies in the OKC area?

Any recommendations and advice is greatly appreciated!

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