Turning my passion for finance into a successful career
Discover how Tate Steinlage, a skilled marketing professional, aced his financial licensing exams in preparation for a career change into finance.


Series 7 License Holder at Marketing and Financial Services
Tate Steinlage has served the last decade in various advertising agency roles, leading social efforts for some of the largest brands in the world. But in recent years, Tate has developed a passion for financial services, acquiring his life and health insurance licenses, the SIE, and the Series 7.