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1. www.investopedia.com › articles › professionaleducationSucceeding at the Series 63 Exam - Investopedia

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   Oct 9, 2023 · In most states, individuals who want to become licensed to sell securities must pass the Series 63 or Series 66 examination, depending on the level of other registration the individual has....

2. www.financestrategists.com › financial-advisor › advisor-typesSeries 63 Exam | Definition, Structure, Requirements, & Tips

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   Jan 28, 2024 · Getting the Series 63 license is a qualifying step to be a registered and authorized securities trader such as bonds, stocks, annuities, and mutual funds.

3. staterequirement.com › securities-licensing › series-63-licenseHow to Get Your Series 63 License - StateRequirement

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   Apr 16, 2024 · The Series 63 is the partner license to the Series 6 and other securities licenses and is used by insurance sales professionals and financial advisors. Any insurance agent should strive toward achieving their Series 63 license, but if your main product line is life insurance, then this license is an absolute necessity.

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

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   Apr 27, 2024 · Passing the Series 63 exam for registration within a state is a requirement for all registered representatives. Those who wish to be IARs must pass the Series 66 exam and the Series 7 exam.