[Series 65] 31, Hedge Funds and Private Equity
This podcast is made by Ran Chen, who holds an EA license, Insurance and Securities licenses (Series 6, 63, 65), and the CFP® designation. He is passionate about opening access to high-quality exam preparation resources and helping learners prepare more effectively for professional certification exams. In this episode you will learn: - Hedge funds and private equity are unregistered securities suitable only for accredited investors who meet specific income or net worth tests. - The net worth calculation for an accredited investor explicitly excludes the value of their primary residence, a…
The skinny
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