Walkner Condon is committed to producing educational content to better inform our listeners, viewers, readers, and current clients on the myriad financial topics. That's how this podcast came about. But we’re also committed to the continuing education and career advancement of our staff members.

In this episode, Polly Price – who began her journey at Walkner Condon as a client service specialist – discusses her path to passing the Series 65 exam. The Series 65 is the licensing needed to become a financial advisor, and it's a big step toward Polly's goal of advising in a full-time role.

LINKS