Accredited Investor?
What are the best ways to get accredited quickly? For context, I was not required to take any Series exams. I also will likely not hit the 200k threshold for two years until I finish my associate stint.
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The guidelines for a person (vs an entity) are pretty clear... either Series exams, income, or net worth. This stuff is verified so no easy way around it
Thought I'd ask in case there was a clear path many juniors took to getting accredited as well as to open it up to folks that were curious.
From what I've discovered, it seems like the Series 65 exam is the best way to do it (don't need company sponsorship, takes 50-70hrs to study based on anecdotal online comments, ~70% pass rate) and helps one get accredited without the significant time hurdles of income growth and net worth of 1m+. Would you agree this is the best path?
Edit: Meant Series 65 and not 63. Updated above.
The 63 is dead easy - takes like 2 days to study for, I bet you could even buy the textbook off one of the analysts on the banking side of the forum. 50 hours only if you have never studied or worked in finance
I forget if you need the SIE as well to sit the 63 or if that's just a FINRA thing (SIE is definitely more of a hassle). If you can just do the 63 that's your best path
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