Series 7 vs Series 65: Broker vs Investment Adviser

The Series 7 licenses you to sell securities as a broker; the Series 65 licenses you to give investment advice for a fee. Many professionals end up needing both, but they test very different material.

Series 7Series 65
Exam bodyFINRANASAA
Questions125130
Time limit225 min180 min
Passing score72%72%
Topics covered74
CertPractice price$19/mo$19/mo

Which should you take?

They are not either/or for most careers: the Series 7 is the broker-dealer license, the Series 65 is the adviser license. If you advise for a fee, you need the 65 (or 66).

Series 7 prep

The gateway license for registered representatives. Required to sell virtually all securities products.

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Series 65 prep

Required for investment adviser representatives. No firm sponsorship needed. Gateway to fee-based advisory.

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