Reviewed by Michael J Boyle Fact checked by Kirsten Rohrs Schmitt Series 63 vs. Series 65 vs. Series 66: An Overview There ...

If you’re considering a career in selling securities, investment advising, or financial planning, understanding the difference between Series 63 vs. Series 7 licenses is essential. While both ...

Interested candidates can use the Series 63 exam study guide from the North American Securities Administrators Association (NASAA) by accessing it on the organization's website. NASAA provided ...

Reviewed by Colleen Ramos Passing the Series 63 exam allows the holder to sell and solicit orders for any type of financial security in a particular state after they've passed it. Most states but not ...

Most states but not all require that an individual pass the Series 63 exam to become a licensed securities agent. Series 63 is also the name of the license awarded after passing the exam.