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Understanding the world of securities licenses can be overwhelming, especially when you’re trying to determine which license suits your career path in the financial services industry. If you’re ...

Thinking about diving into the world of securities? A Series 63 license can open doors to a rewarding career where you’ll help clients invest confidently and ethically. But there’s a catch—getting ...

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 63 Exam? The Series 63, officially called the Uniform Securities Agent State Law Exam, is a license required in most U.S. states if you want to be a securities agent and sell ...

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 all require that an ...

Selling securities or financially advising clients requires a license, and which license a professional needs depends on a number of factors, including what type of securities are being offered for ...

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 ...