Jason Zwibel is an experienced financial planner who has been named a top five producer by Brookstreets and Garden State Securities, where he currently serves as a senior vice president of investments. A graduate of the University of Binghamton in New York, Jason Zwibel specializes in investment planning and holds a Series 24, 63, 65, and 7 credentials.
The Series 7 is a license that allows financial professionals to sell any securities except for commodities and futures. The Financial Industry Regulatory Authority (FINRA) administers the credential, which ensures a professional level of competency among registered representatives and stockbrokers who work in the securities industry.
FINRA also administers the General Securities Representative Qualification Examination (GS), which must be passed by those seeking a Series 7 license. A multiple choice test, the GS exam takes 225 minutes to complete. Four components make up the exam and ask questions on the following topics: seeking business from customers, opening accounts after obtaining customer financial information, providing financial information and recommendations, and completing and confirming financial transactions. In total, the exam consists of 125 questions and costs $245 to take.
For additional information on the elements of the GS exam, visit www.finra.org/industry/series7.
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