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Does passing Series 65 automatically make you a professional for these intents and purposes?
by bertjk 5y ago
Does passing Series 65 automatically make you a professional for these intents and purposes?
- purplerabbit 5y agoNope. There’s a difference between being accredited as an investment advisor and acting as an investment advisor or investment advisor representative. Source: I passed the series 65 and still use non-professional brokerage accounts