Being a stockbroker requires a lot of flexibility – much like being a freelancer. It is not for everyone, but if you are the type of person who wants control over his/her schedule, then maybe this career path is for you! If you have researched enough and you have already wrapped your head around what it’s like to be a stockbroker, the next thing/s you have to know is how you can actually become one! If you are a resident of Oregon, here are the steps to become a stockbroker:

Take Qualifying Examinations

You need one to sponsor you to take the Series 7 exam – the qualifying exam for all aspiring stockbrokers in the United States. Your sponsor broker-dealer firm would also be the one to choose whether they would require the Series 63 or the Series 66 exam as your prerequisite for employment.

Once you pass the exams mentioned above, you would already be licensed to solicit clients from the Oregon area. But before you do so, make sure you attend all training so you know what to do out there.

A college diploma is not a strict requirement in the profession, but it could help you heaps in terms of knowing how the economy works and your part in all of it. As a resident of Oregon, the following universities are the most recommended for you:

Recommended Colleges in Oregon

  • DeVry University – The DeVry University located in Oregon can be found in the Portland area of the state. In this university you can obtain various levels of educational attainment, you can get a Bachelor’s Degree, a Certificate, a Master’s Degree, a MACC Degree and an MBA Degree here. They offer various courses as well that concerns accounting, administration, e-commerce, entrepreneurship, hospitality management, human resources management, IT management, international business, marketing and public administration. To make sure that they are able to cater to a vast number of students, they also put up some of their programs online.
  • University of Phoenix – The University of Phoenix in the state of Oregon can be located around the Tigard area. You can consult Google maps or any area map that can lead you to there. You can get an associate degree, a bachelor’s degree, a doctoral degree, a master’s degree, a MACC degree and an MBA degree in this university. They offer accounting, administration, entrepreneurship, hospitality management, human resources management, IT management, marketing, music/entertainment/sports management and public administration. Just like the DeVry University, they offer some of their programs online.

To summarize: in order to become a successful stockbroker in the state of Oregon, you have to find a broker-dealer firm based there and aim to be part of it. Then you have to pass the qualifying exams to get your license. After that, you can start soliciting clients, which could be a challenge if you haven’t finished college, so considering doing so as well.