Series 86/87

This may be a dumb question but under what circumstances are the series 86/87 exams required?

The FINRA website says it is required for everyone associated with publicly disseminated research reports. Does this mean, for example, that if you were to start a blog writing about value stocks and pitched ideas that you would need your series 86/87? Where does the line get drawn?

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2 Comments

ER

VP in ER

4y

FINRA regulates broker-dealers, so starting your own blog might not be under the scope of FINRA.

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Authored by: Certified Equity Research Professional - Vice PresidentCertified Equity Research Pro

matt19215

CF

4y

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Series 86/87

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Series 86/87

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