CAREER ADVICE: Investment Management/ RIA
Hey folks,
I’ve already passed the SIE and am trying to figure out what to take next — Series 63, 65, or 66?
I know 66 combines 63 and 65, but it needs a sponsor (like the 63), and 65 you can take solo and use to register as an IAR if you're going the RIA route.
Have any of you gone through a similar decision process? Would love to hear what you took and why. Trying to keep prep time + cost reasonable, too. Appreciate any advice!
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