Are you interested in providing professional investment advice or helping clients with financial planning? If so, a Series 65 license could be the key to unlocking these career goals. A staple for ...

When Tricia Rosen was ready to restart her financial services career, she was happy to see the industry had changed for the better. "Now that my children are older I wanted to reenter the workforce, ...

A Series 65 license doesn’t hand you a paycheck. What you earn depends on your clients, the assets you manage, and how you structure your compensation. In this guide, I’ll break down what Series 65 ...

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The Series 65 exam is required if you want to work as an investment adviser representative (IAR) or start your own registered investment adviser (RIA) firm. Passing this test lets you create financial ...

As a fellow finance and math aficionado, I know exactly why you’re here: you’re gauging the return on investment you can expect from earning your Series 65 license. This is a great idea—after all, ...

There are many things that a person who plans to enter the industry as an investment professional must consider. They must take certain qualification examinations and, more importantly, they must pass ...

We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

What Is the Series 65? The Series 65 is a financial industry exam and licensing requirement designed for individuals who wish to become registered investment advisors in the United States. This ...