Financial Advisor at MSSB looking to get into PM job, research, transition, eventually, position

suxiaoxiao

Hey guys. I am new to the forum. Pleasure to meet you all. I have been a broker at Morgan for about a year and I am debating making to switch into equity research and eventually PM. It truly is my passion. Would it make sense for me to take CFA level 1 in December, assuming June is a little to late for me, so that I can transition into research easier or would it be smarter to get a position first? Keep in mind, I am in Philadelphia. The job opportunities are a little more rare to a NYC and I don't want to relocate.