My FIRST Startup Investment as a Financial Advisor

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Today we talk about the first investment I've made in a startup, what the company is, and why I believe in it.

Josh Olfert is a professional CFP financial advisor and the Founder of Haven Wealth Management investment fund based out of Winnipeg Canada. Through this channel Josh shares his knowledge of wealth accumulation and personal investing to the world, in an effort to improve financial literacy and help everyone achieve their financial goals.

All numbers and figures discussed in this video are purely for illustrative purposes and are not to be taken as financial advice.
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Can you make a video about getting a series 7 and what it is about ?

BlackGove
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Awesome vid Josh! I’ve been binging your episodes

stephsosa_
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Josh, Let us know when their product is out? What are they called?

DiegoRemus
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Sounds exciting! Can't wait to see this play out :)

rhaegoti
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This sounds like a really interesting company. How do I get in? :P

MiguelFernando
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Hi Josh, Congratulations on your potential deal. I believe acquiring the series 65 licensing automatically qualifies you as an accredited investor. If you are a wealth management advisor I am sure you've had to take it.

anthonyedwards