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Series65

oboloo Glossary

Series65

Series65: A financial credential that certifies individuals as an Investment Advisor Representative (IAR) in the United States. Becoming a Series65 license holder requires passing an exam that covers topics such as ethics, economics, stocks and bonds, and portfolio management. Earning a Series65 qualification demonstrates that you have the knowledge and expertise necessary to offer professional guidance on investments. Aspiring investors can take comfort by working with a Series65 licensed individual, as it gives them peace of mind knowing their assets are in the hands of a knowledgeable and trustworthy advisor.

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