The Road Ahead: What My Series 79 Certification Means for "The Deal Scout"

Hey Deal Scouts,

I’m thrilled to share some exciting news with you all! 🎉 I’ve recently passed the Series 79 FINRA investment banking representative exam, officially marking my entry into the world of investment banking. This milestone is a game-changer for me, and I can’t wait to bring you along on this journey.

Here’s a sneak peek into what’s coming up on "The Deal Scout" and some key takeaways from my latest episode:

Key Lessons and Insights:
New Horizons in Investment Banking**: With my new credentials, We are now equipped to assist clients with IPOs, SPACs, M&A, bridge financing, and PIPEs. This opens up a whole new realm of opportunities for us to explore together.

Focus on Family Offices and Private Equity**: My primary focus will be on working with family offices, private equity groups, hedge funds, and venture capital firms. These are the powerhouses of the deal-making world, and I’m excited to dive deep into their strategies and insights.

Future of The Deal Scout**: Expect more interviews with top dealmakers and industry professionals. We’ll be unpacking the nitty-gritty of investment banking and deal-making processes, providing you with tactical, actionable information.

Transparency and Compliance**: As I step into this new role, I’m committed to maintaining transparency and compliance. Disclosures and disclaimers will be a staple, ensuring you have the right information to make informed decisions.

Christian Business and Investing**: My faith is a cornerstone of my life and work. I’m dedicated to creating content that aligns with Christian values, focusing on ethical and impactful investing.

Curiosities to Spark Your Interest:
What’s it like to pass the Series 79 exam?** I’ll share my personal journey and the challenges I faced along the way.
Behind the Scenes of IPOs and SPACs**: Get an insider’s look at the processes and requirements involved in these complex financial transactions.
Interviews with Industry Titans**: Hear from the best in the business as they share their experiences and strategies for success.
The Role of Disclaimers in Finance**: Why are they so important, and how do they protect you?

Joi

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

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Disclaimer: The content shared on this podcast is for informational purposes only and should not be taken as financial, legal, or tax advice. The views and opinions expressed are those of the host, Josh Wilson, and any guests, and do not necessarily reflect the official policy or position of any agency or organization.

Josh Wilson is a licensed real estate broker and an investment banker, but this podcast is not a substitute for professional advice. We strongly recommend that you consult with a qualified financial advisor, legal counsel, and tax professional before making any financial decisions or taking any actions based on the information provided in this podcast.