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FINRA Series 65 – Investment Adviser Representative Exam

Exam covering investment strategies, portfolio management, and state securities regulations.

Why this certification matters

It allows individuals to provide investment advice and earn commissions

Important Domains

Investment strategies, portfolio management, ethics, and regulations

Prerequisites

None, but recommended to have a background in finance or investment

Ideal Candidate

Individuals seeking to become investment adviser representatives

Ready to test your knowledge?

Try our free FINRA Series 65 – Investment Adviser Representative Exam practice engine and identify weak areas.