What You Can Do with a Series 66 in 2025
- April 1, 2025
- Posted by: 'FINRA Exam Mastery'
- Category: Finance
🧾 What You Can Do with a Series 66 in 2025
💼 Your Gateway to Dual Registration in the Financial Industry
In 2025, the Series 66 license remains a powerful qualification that allows financial professionals to offer both investment advice and execute securities transactions, provided it’s paired with a Series 7 license. It’s designed for those who want to operate as Investment Adviser Representatives (IARs) and securities agents under state law.
🔑 What the Series 66 License Allows You to Do
✔️ Provide Investment Advice for a Fee
With the Series 66, you can offer customized investment strategies, retirement planning, and portfolio management services.
✔️ Buy and Sell Securities
The license qualifies you (when combined with Series 7) to execute trades in a range of securities like stocks, mutual funds, and bonds.
✔️ Operate Across States
The Series 66 meets state registration requirements, making it easier to work with clients in multiple U.S. states.
✔️ Work as a Fiduciary
You’re authorized to act in the best interest of your clients, a requirement for Registered Investment Advisers.
📘 How It Works
The Series 66 exam combines material from two other exams (Series 63 and Series 65) into one streamlined test. To activate the license, you must:
- ✅ Also pass the Series 7 exam
- ✅ Be affiliated with a Registered Investment Adviser (RIA) firm
🧠 Exam Snapshot – Series 66 (2025 Format)
- 📌 100 scored questions (+10 unscored)
- ⏱️ 150 minutes to complete
- 🎯 Passing score: 73%
- 💰 Exam fee: $177
🚀 Career Paths with Series 66 + Series 7
Holding both licenses opens doors to roles such as:
- Financial Advisor – Offer holistic financial plans and ongoing advice
- Wealth Manager – Serve high-net-worth clients with tailored solutions
- Investment Consultant – Advise on asset allocation, retirement, and more
- Dual-Registered Representative – Work under both a broker-dealer and RIA
🎓 Your Next Step
If you want to elevate your career in 2025 by working with a broad client base and offering both advice and transactional services, the Series 66 is your key license.
🧑🏫 Start preparing now with professional guidance and full training at
👉 https://finra-exam-mastery.com
Turn your license into a lasting advantage.