[Series 65] 64, IAR Definition and Registration Requirements
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: - The five specific job functions that define an individual as an Investment Adviser Representative (IAR). - The examination requirements for IAR registration, including the Series 65 or the Series 7 and 66 combination. - Which professional designations, such as…
The skinny
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