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   What are series 6 & 63 insurance licenses?

   • The Series 6 and 63 licenses are often mentioned together because they are the two necessary licenses required to sell insurance policies tied to investments. While any securities professional can benefit from having a Series 6 license, this is a license specifically tailored for insurance professionals.

   What are the Series 6 and 63 Licenses? - StateRequirement

   staterequirement.com/securities-licensing/series-6-and-63/

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   What can I do with a series 63 license?

   • By acquiring a Series 63 license you’ll be qualified for roles that primarily deal with selling securities to consumers. Over 81% of our readers use Kaplan’s online courses — which come with a 93% pass rate — when preparing for their Series 63 exam. For comprehensive study packages, StateRequirement recommends:

   Series 63 vs 65 | StateRequirement

   staterequirement.com/securities-licensing/series-63-vs-65/

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   What is a series 65 license?

   • With a Series 65 license, you can legally offer investment advice. This certification allows you to work as an investment adviser representative, advising clients on portfolio management, financial planning, and strategies to achieve their other financial goals. Do I need a Series 65 license if I have a Series 63 license?

   Series 63 vs 65 | StateRequirement

   staterequirement.com/securities-licensing/series-63-vs-65/

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   How much does a series 63 license cost?

   • Moreover, with an exam fee of $147 and a primary focus on commission-based earnings, the Series 63 license could serve as a conduit to more specialized roles in securities or even supervisory positions.

   Series 63 vs 65 | StateRequirement

   staterequirement.com/securities-licensing/series-63-vs-65/

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2. www.investopedia.com › articles › professionalSeries 63 vs. Series 65 vs. Series 66: What's the Difference?

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   Apr 27, 2024 · The Series 65 is an exam and securities license required by most US states for individuals to act as investment advisers. more How the Series 66 Exam Works and What’s Required

3. staterequirement.com › securities-licensing › seriesWhat are the Series 6 and 63 Licenses? - StateRequirement

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   May 10, 2024 · The Series 63 is a state-required license, and will allow you to use your Series 6 license, but does not open any more products to market or sell. The Purpose of the Series 63. The Series 63 license is specific to the securities laws of each state, which is why it is a necessary addition to the Series 6 license.

4. www.daytrading.com › series-licensesSeries 7, Series 63 & Other Series Licenses for Traders

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   2 days ago · The Series 7 license, administered by FINRA, qualifies individuals to sell a wide range of securities including stocks, bonds, options, and mutual funds . It requires an exam on various financial topics. The Series 63 license focuses on state securities laws and is necessary for representatives who sell securities within specific states.

5. staterequirement.com › series-6-licenseHow to Get Your Series 6 License - StateRequirement

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   May 10, 2024 · The Series 6 license works alongside the Series 63 license, and both must be attained to market and sell securities linked products legally. Step 1: Securities Industry Essentials Exam The first step in getting your Series 6 License is taking and passing the Securities Industry Essentials (SIE) Exam.

6. Videos

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     Series 63 vs. Series 65 vs. Series 66: What's the Difference?

     Dec 31, 2008

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     Garmin GPSMAP 62 series Overview

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     investopedia.com

     Series 63: Definition, Requirements, How to Pass, and Difficulty

     Dec 31, 2008

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7. staterequirement.com › securities-licensing › seriesSeries 63 vs 65 | StateRequirement

   staterequirement.com › securities-licensing › series

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   May 10, 2024 · What is a Series 63 license and a Series 65 license? The Series 63 license is for individuals who aim to work in broker-dealer roles, focusing on selling securities like stocks and bonds. The Series 65 license, on the other hand, is for those aiming to provide investment advice and work as investment adviser representatives.

8. www.ais-cpa.com › comparing-the-finra-series-66Series 66 vs. 63: FINRA Licenses Compared - 2024

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   May 13, 2024 · Series 66 is the Uniform Combined State Law Exam and Series 63 is the Uniform Securities Agent State Law Exam. But what does that mean exactly? Keep reading to learn more: Series 66 Exam Questions. Anyone taking the Series 66 exam is trying to prove their qualifications as both a securities agent and an investment advisor representative.

9. www.ais-cpa.com › breakdown-series-6-pass-fail-rateSeries 6 Pass Rate Breakdown - Accounting Institute For Success

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   3 days ago · The Series 63 exam is essentially a state specific version of the Series 6. You need to pass it to use your Series 6 license while working. It’s typically recommended to get the Series 6 license first, since the exam is a bit harder than the Series 63 test.