Series 55 (Equity Trader License without the Series 7)

I thought I'd share this. A while back, I asked about how to distinguish oneself and break into Equity S&T but you don't yet have the Series 7 and cannot currently get it because you're not with a broker dealer.

Assuming however, that you have the Series 6 and want to get more licenses on your own, an option would be to get the Series 55 which is an equity trader license.

However, to get the Series 55, you have to already have a Series 7 OR you can go in the backdoor and get the Series 62 license.

So for me, that may be my plan of execution as well. Get the Series 62 license and then get the Series 55. To my knowledge, the Series 62 does NOT require sponsorship. If anyone knows otherwise, let me know.

The Series 55 (equity trader) license is described briefly here: http://www.investopedia.com/terms/s/series55.asp#…

5 Comments
 

Sit nesciunt eos sed exercitationem ut excepturi laborum. Aut possimus nostrum sed sunt dignissimos. Ex veritatis et vero ut.

Ducimus quibusdam sed voluptatum debitis accusantium voluptatem. Unde odio et amet eos a aspernatur beatae exercitationem. Alias impedit distinctio fugiat quos hic reiciendis dicta mollitia. Itaque qui blanditiis laborum blanditiis consectetur. Modi quae pariatur quia omnis minus voluptate.

"Oh the ladies ever tell you that you look like a fucking optical illusion" - Frank Slaughtery 25th Hour.

Career Advancement Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • JPMorgan 01 98.3%
  • Guggenheim Partners 01 97.7%
  • Morgan Stanley 07 97.1%

Overall Employee Satisfaction

June 2026 Investment Banking

  • Moelis & Company No 99.4%
  • Morgan Stanley 02 98.8%
  • Evercore 01 98.3%
  • BMO Capital Markets 12 97.7%
  • Banco Santander 01 97.1%

Professional Growth Opportunities

June 2026 Investment Banking

  • Evercore 01 99.4%
  • Moelis & Company 01 98.9%
  • Morgan Stanley 05 98.3%
  • JPMorgan No 97.7%
  • BMO Capital Markets 12 97.1%

Total Avg Compensation

June 2026 Investment Banking

  • Vice President (14) $434
  • Associates (44) $258
  • 3rd+ Year Analyst (8) $210
  • 2nd Year Analyst (22) $179
  • Intern/Summer Associate (13) $156
  • 1st Year Analyst (78) $151
  • Intern/Summer Analyst (73) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”