{"id":4688,"date":"2025-05-18T09:03:37","date_gmt":"2025-05-18T17:03:37","guid":{"rendered":"https:\/\/mcclatchymhstg.wpenginepowered.com\/sabe-careers-education\/?p=4688"},"modified":"2026-06-16T15:34:02","modified_gmt":"2026-06-16T23:34:02","slug":"series-66-vs-63","status":"publish","type":"post","link":"https:\/\/www.sacbee.com\/careers-education\/series-66-vs-63\/","title":{"rendered":"Series 66 vs. 63: Choosing the Right License for Your Career"},"content":{"rendered":" <p class=\"wp-block-paragraph\">The Financial Industry Regulatory Authority (<a href=\"https:\/\/www.finra.org\/registration-exams-ce\/qualification-exams\">FINRA<\/a>) plays a role in the adminstration and registration process for dozens of Series exams, explaining, &#8220;To become registered, securities professionals must pass qualifying exams administered by FINRA to demonstrate their competence in the particular securities activities in which they will work.&#8221; One such partner is the North American Securities Administrators Association, the developer of the Series 66 and Series 63 exams.<\/p> <p class=\"wp-block-paragraph\">Let&#8217;s be honest: all those numbers can get confusing <em>fast<\/em>.<\/p> <p class=\"wp-block-paragraph\">Series 66 vs. 63: Which do you need? Do you need both? And what\u2019s the difference, anyway?<\/p> <p class=\"wp-block-paragraph\">This guide is here to explain everything in plain English\u2014no law degree required. Whether you want to sell securities, provide investment advice, or wear both hats, I\u2019ll help you figure out which exam is the best fit based on your role, goals, and learning path.<\/p> <p class=\"custom_key wp-block-paragraph\"><strong>Key Takeaways<\/strong><\/p> <ul class=\"wp-block-list custom_underline\"> <li><strong>Series 63 Covers Sales Only:<\/strong> It allows you to sell securities at the state level but not give investment advice.<\/li> <li><strong>Series 66 Is a Combo License:<\/strong> It combines the Series 63 and 65 into one exam, but only works alongside the Series 7.<\/li> <li><strong>Series 7 Is Still Required:<\/strong> Whether you take the 66 or both the 63 and 65, you still need the Series 7 to sell securities.<\/li> <li><strong>Pick Based on Career Goals:<\/strong> Choose the Series 66 if you plan to both sell and advise; go with the Series 63 if your role is sales-focused only.<\/li> <li><strong>State Registration Matters:<\/strong> Always check with your state\u2019s securities administrator to confirm the required exams for your role.<\/li> <\/ul> <h2 class=\"wp-block-heading\" id=\"h-what-the-series-63-covers-and-who-it-s-for\"><strong>What the Series 63 Covers (And Who It\u2019s For)<\/strong><\/h2> <p class=\"wp-block-paragraph\">The Series 63 exam, officially called the Uniform Securities Agent State Law Exam, is all about state-level securities regulation. If you&#8217;re working for a broker-dealer and your job involves selling things like stocks, mutual funds, or bonds, you&#8217;ll probably need it.<\/p> <p class=\"wp-block-paragraph\">Passing the Series 63 qualifies you to become a securities agent who can transact securities business in most U.S. states. It covers topics like:<\/p> <ul class=\"wp-block-list\"> <li>The Uniform Securities Act<\/li> <li>Registration of securities and agents<\/li> <li>Prohibited practices and ethical standards<\/li> <li>Communication rules with clients<\/li> <\/ul> <p class=\"wp-block-paragraph\">This test doesn\u2019t let you give investment advice for a fee. It&#8217;s all about sales, so if your role is more about client trading or product recommendations (and you\u2019re not offering full-blown financial planning), this is the exam you\u2019ll want to pair with your Series 6 or Series 7 license.<\/p> <h2 class=\"wp-block-heading\" id=\"h-what-the-series-66-covers-and-why-it-s-broader\"><strong>What the Series 66 Covers (And Why It\u2019s Broader)<\/strong><\/h2> <p class=\"wp-block-paragraph\">The Series 66 exam, or the Uniform Combined State Law Exam, combines the content of both the Series 63 and Series 65. It\u2019s designed for people who want to be both a securities agent and an investment adviser representative\u2014but only if you also have the Series 7 license.<\/p> <p class=\"wp-block-paragraph\">The Series 66 is a better fit if you plan to:<\/p> <ul class=\"wp-block-list\"> <li>Sell securities <em>and<\/em><\/li> <li>Provide investment advice to clients<\/li> <\/ul> <p class=\"wp-block-paragraph\">Topics on the Series 66 include:<\/p> <ul class=\"wp-block-list\"> <li>State securities laws and regulations<\/li> <li>Business ethics and fiduciary responsibility<\/li> <li>Portfolio management and investment strategies<\/li> <li>Rules for investment adviser representatives<\/li> <\/ul> <p class=\"wp-block-paragraph\">Unlike the Series 63, the Series 66 allows you to offer advisory services if you&#8217;re working for a registered investment adviser (RIA). This exam makes more sense if you want to do financial planning or manage portfolios in addition to executing trades.<\/p> <h2 class=\"wp-block-heading\" id=\"h-series-66-vs-series-63-key-differences-at-a-glance\"><strong>Series 66 vs. Series 63: Key Differences at a Glance<\/strong><\/h2> <figure class=\"wp-block-image aligncenter size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"940\" height=\"788\" src=\"https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2025\/05\/Series-66-vs.-63-info.png\" alt=\"Series 66 vs 6323\" class=\"wp-image-4689\" srcset=\"https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2025\/05\/Series-66-vs.-63-info.png 940w, https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2025\/05\/Series-66-vs.-63-info-300x251.png 300w, https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2025\/05\/Series-66-vs.-63-info-768x644.png 768w, https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2025\/05\/Series-66-vs.-63-info-150x126.png 150w\" sizes=\"auto, (max-width: 940px) 100vw, 940px\" \/><\/figure> <p class=\"wp-block-paragraph\">Here\u2019s a side-by-side comparison to make things easier:<\/p> <style type=\"text\/css\" id=\"supsystic-table-56_93049-css\">\/* Here you can add custom CSS for the current table *\/ \/* Lean more about CSS: https:\/\/en.wikipedia.org\/wiki\/Cascading_Style_Sheets *\/ \/* To prevent the use of styles to other tables use \"#supsystic-table-56\" as a base selector for example: #supsystic-table-56 { ... } #supsystic-table-56 tbody { ... } #supsystic-table-56 tbody tr { ... } *\/ span.discount { margin-top: 6px; display: inline-block; float: left; font-weight: 400; width: 100%; font-size: 12px; } .supsystic-table tr:nth-child(1) th a:nth-child(3) { background: #1873cd; border: 1px solid #1873cd; } .supsystic-table tr:nth-child(1) th a:nth-child(4) { background: #1873cd; border: 1px solid #1873cd; } \/*.supsystic-table tr:nth-child(1) th {*\/ \/* padding: 65px 10px 20px;*\/ \/* position: relative;*\/ \/*}*\/ .supsystic-table tr:nth-child(1) th .editor_block:nth-child(1) { background: #32cd32; color: #fff; font-size: 14px; position: absolute; padding: 10px 0px; margin-bottom: 20px; top: 0px; left: 0; right: 0; } li.coupon_dis { list-style: none; } .dataTables_scrollBody .editor_block { display: none; } .editor_block::after { content: \"\"; position: absolute; left: 0; right: 0; margin: auto; height: 10px; width: 10px; background: #32cd32; top: 35px; transform: rotate(45deg); } .supsystic-table tr:nth-child(1) a:nth-child(4), .supsystic-table tr:nth-child(1) a.external { color: #fff; padding: 4px 12px; width: 70%; border-radius: 50px; font-size: 9px; margin-top: 10px; display: inline-block; margin-bottom: 12px; } .supsystic-table thead th img { width: 200px; margin: 0 auto; display: block; } .supsystic-table tbody tr:last-child td a { background: #00d084; color: #fff; padding: 10px 10px; border-radius: 10px; font-size: 16px; } .supsystic-table tbody tr:last-child { height: 80px; } .supsystic-table tr:nth-child(1) a:nth-child(3), .supsystic-table tr:nth-child(1) a.external { color: #fff; padding: 4px 12px; width: 70%; border-radius: 50px; font-size: 9px; margin-top: 10px; display: inline-block; margin-bottom: 12px; } table.dataTable.cell-border tbody th, table.dataTable.cell-border tbody td { border-top: 1px solid #ddd; border-right: 1px solid #ddd; } tr:first-child th { background-color: #fff; border: 1px solid #e1e1e1; } th:first-child, td:first-child { font-size: 14px; letter-spacing: normal; line-height: 20px; text-align: left; } .supsystic-table tbody tr td { padding: 12px 10px !important; } td { font-size: 13px; text-align: center; } .supsystic-table tbody tr:first-child td { border-top: 1px solid #dddddd !important; } .dataTables_scrollBody { border: unset !important; } .supsystic-table tbody tr:last-child td { border-bottom: 1px solid #dddddd; } .supsystic-table thead th { border-bottom: unset !important; border-left: unset !important; } .supsystic-table thead tr:first-child th:first-child { border-radius: 12px 0 00; border-left: 1px solid #dddddd !important; } .supsystic-table thead tr th { border: 1px solid #dddddd; } .supsystic-table thead tr:first-child th:last-child { border-radius: 0 12px 0 0; } .supsystic-table thead tr:last-child th:first-child { border-left: 1px solid #dddddd !important; } .supsystic-table tbody tr:last-child td:first-child { border-radius: 0 0 0 12px; } .supsystic-table tbody tr:last-child td:last-child { border-radius: 0 0 12px 0; } <\/style> <div id=\"supsystic-table-56_93049\" class=\"supsystic-tables-wrap \" style=\" width:100%; visibility: hidden; \" data-table-width-fixed=\"100%\" data-table-width-mobile=\"100%\" ><table id=\"supsystic-table-56\" class=\"supsystic-table border lightboxImg cell-border\" data-id=\"56\" data-view-id=\"56_93049\" data-title=\"Series 66 vs. Series 63: Key Differences\" data-currency-format=\"$1,000.00\" data-percent-format=\"10.00%\" data-date-format=\"DD.MM.YYYY\" data-time-format=\"HH:mm\" data-features=\"[&quot;after_table_loaded_script&quot;]\" data-search-value=\"\" data-lightbox-img=\"\" data-head=\"on\" data-head-rows-count=\"1\" data-pagination-length=\"50,100,All\" data-auto-index=\"off\" data-searching-settings=\"{&quot;columnSearchPosition&quot;:&quot;bottom&quot;,&quot;minChars&quot;:&quot;0&quot;}\" data-lang=\"default\" data-override=\"{&quot;emptyTable&quot;:&quot;&quot;,&quot;info&quot;:&quot;&quot;,&quot;infoEmpty&quot;:&quot;&quot;,&quot;infoFiltered&quot;:&quot;&quot;,&quot;lengthMenu&quot;:&quot;&quot;,&quot;search&quot;:&quot;&quot;,&quot;previous&quot;:&quot;&quot;,&quot;next&quot;:&quot;&quot;,&quot;zeroRecords&quot;:&quot;&quot;,&quot;exportLabel&quot;:&quot;&quot;,&quot;file&quot;:&quot;default&quot;}\" data-merged=\"[]\" data-responsive-mode=\"2\" data-from-history=\"0\" ><thead><tr><th data-cell-id=\"A1\" data-x=\"0\" data-y=\"1\" data-db-index=\"1\" class=\"\" data-cell-type=\"text\" data-original-value=\"Feature\" data-order=\"Feature\" style=\"min-width:33.3333%; width:33.3333%;\" >Feature <\/th><th data-cell-id=\"B1\" data-x=\"1\" data-y=\"1\" data-db-index=\"1\" class=\"\" data-cell-type=\"text\" data-original-value=\"Series 63 \" data-order=\"Series 63 \" style=\"min-width:33.3333%; width:33.3333%;\" >Series 63 <\/th><th data-cell-id=\"C1\" data-x=\"2\" data-y=\"1\" data-db-index=\"1\" class=\"\" data-cell-type=\"text\" data-original-value=\"Series 66\" data-order=\"Series 66\" style=\"min-width:33.3333%; width:33.3333%;\" >Series 66 <\/th><\/tr><\/thead><tbody><tr style=\"height:px\" ><td data-cell-id=\"A2\" data-x=\"0\" data-y=\"2\" data-db-index=\"2\" class=\"\" data-cell-type=\"text\" data-original-value=\"Primary Role\" data-order=\"Primary Role\" >Primary Role <\/td><td data-cell-id=\"B2\" data-x=\"1\" data-y=\"2\" data-db-index=\"2\" class=\"\" data-cell-type=\"text\" data-original-value=\"Securities agent (sales)\" data-order=\"Securities agent (sales)\" >Securities agent (sales) <\/td><td data-cell-id=\"C2\" data-x=\"2\" data-y=\"2\" data-db-index=\"2\" class=\"\" data-cell-type=\"text\" data-original-value=\"Dual role: agent + adviser\" data-order=\"Dual role: agent + adviser\" >Dual role: agent + adviser <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A3\" data-x=\"0\" data-y=\"3\" data-db-index=\"3\" class=\"\" data-cell-type=\"text\" data-original-value=\"Topics Covered\" data-order=\"Topics Covered\" >Topics Covered <\/td><td data-cell-id=\"B3\" data-x=\"1\" data-y=\"3\" data-db-index=\"3\" class=\"\" data-cell-type=\"text\" data-original-value=\"State laws &amp; ethics\" data-order=\"State laws &amp; ethics\" >State laws & ethics <\/td><td data-cell-id=\"C3\" data-x=\"2\" data-y=\"3\" data-db-index=\"3\" class=\"\" data-cell-type=\"text\" data-original-value=\"State laws + investment advice\" data-order=\"State laws + investment advice\" >State laws + investment advice <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A4\" data-x=\"0\" data-y=\"4\" data-db-index=\"4\" class=\"\" data-cell-type=\"text\" data-original-value=\"Requires Series 7?\" data-order=\"Requires Series 7?\" >Requires Series 7? <\/td><td data-cell-id=\"B4\" data-x=\"1\" data-y=\"4\" data-db-index=\"4\" class=\"\" data-cell-type=\"text\" data-original-value=\"&lt;img src=&quot;https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/crossmark-table.png&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;40&quot; height=&quot;40&quot; \/&gt;\" data-order=\"&lt;img src=&quot;https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/crossmark-table.png&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;40&quot; height=&quot;40&quot; \/&gt;\" ><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/crossmark-table.png\" class=\"stbSkipLazy alignnone size-full\" width=\"40\" height=\"40\" \/><\/td><td data-cell-id=\"C4\" data-x=\"2\" data-y=\"4\" data-db-index=\"4\" class=\"\" data-cell-type=\"text\" data-original-value=\"&lt;img src=&quot;https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/checkmark-table.png&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;40&quot; height=&quot;40&quot; \/&gt;\" data-order=\"&lt;img src=&quot;https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/checkmark-table.png&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;40&quot; height=&quot;40&quot; \/&gt;\" ><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/checkmark-table.png\" class=\"stbSkipLazy alignnone size-full\" width=\"40\" height=\"40\" \/><\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A5\" data-x=\"0\" data-y=\"5\" data-db-index=\"5\" class=\"\" data-cell-type=\"text\" data-original-value=\"Authorizes Advice for Fee?\" data-order=\"Authorizes Advice for Fee?\" >Authorizes Advice for Fee? <\/td><td data-cell-id=\"B5\" data-x=\"1\" data-y=\"5\" data-db-index=\"5\" class=\"\" data-cell-type=\"text\" data-original-value=\"&lt;img src=&quot;https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/crossmark-table.png&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;40&quot; height=&quot;40&quot; \/&gt;\" data-order=\"&lt;img src=&quot;https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/crossmark-table.png&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;40&quot; height=&quot;40&quot; \/&gt;\" ><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/crossmark-table.png\" class=\"stbSkipLazy alignnone size-full\" width=\"40\" height=\"40\" \/><\/td><td data-cell-id=\"C5\" data-x=\"2\" data-y=\"5\" data-db-index=\"5\" class=\"\" data-cell-type=\"text\" data-original-value=\"&lt;img src=&quot;https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/checkmark-table.png&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;40&quot; height=&quot;40&quot; \/&gt;\" data-order=\"&lt;img src=&quot;https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/checkmark-table.png&quot; class=&quot;stbSkipLazy alignnone size-full&quot; width=&quot;40&quot; height=&quot;40&quot; \/&gt;\" ><img loading=\"lazy\" decoding=\"async\" src=\"https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2024\/10\/checkmark-table.png\" class=\"stbSkipLazy alignnone size-full\" width=\"40\" height=\"40\" \/><\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A6\" data-x=\"0\" data-y=\"6\" data-db-index=\"6\" class=\"\" data-cell-type=\"text\" data-original-value=\"Ideal For\" data-order=\"Ideal For\" >Ideal For <\/td><td data-cell-id=\"B6\" data-x=\"1\" data-y=\"6\" data-db-index=\"6\" class=\"\" data-cell-type=\"text\" data-original-value=\"Broker-dealer reps\" data-order=\"Broker-dealer reps\" >Broker-dealer reps <\/td><td data-cell-id=\"C6\" data-x=\"2\" data-y=\"6\" data-db-index=\"6\" class=\"\" data-cell-type=\"text\" data-original-value=\"Dual-role reps &amp; IAR candidates\" data-order=\"Dual-role reps &amp; IAR candidates\" >Dual-role reps & IAR candidates <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A7\" data-x=\"0\" data-y=\"7\" data-db-index=\"7\" class=\"\" data-cell-type=\"text\" data-original-value=\"Administered By\" data-order=\"Administered By\" >Administered By <\/td><td data-cell-id=\"B7\" data-x=\"1\" data-y=\"7\" data-db-index=\"7\" class=\"\" data-cell-type=\"text\" data-original-value=\"FINRA \/ NASAA\" data-order=\"FINRA \/ NASAA\" >FINRA \/ NASAA <\/td><td data-cell-id=\"C7\" data-x=\"2\" data-y=\"7\" data-db-index=\"7\" class=\"\" data-cell-type=\"text\" data-original-value=\"FINRA \/ NASAA\" data-order=\"FINRA \/ NASAA\" >FINRA \/ NASAA <\/td><\/tr><tr style=\"height:px\" ><td data-cell-id=\"A8\" data-x=\"0\" data-y=\"8\" data-db-index=\"8\" class=\"\" data-cell-type=\"text\" data-original-value=\"Who Needs It?\" data-order=\"Who Needs It?\" >Who Needs It? <\/td><td data-cell-id=\"B8\" data-x=\"1\" data-y=\"8\" data-db-index=\"8\" class=\"\" data-cell-type=\"text\" data-original-value=\"Sales reps across most states\" data-order=\"Sales reps across most states\" >Sales reps across most states <\/td><td data-cell-id=\"C8\" data-x=\"2\" data-y=\"8\" data-db-index=\"8\" class=\"\" data-cell-type=\"text\" data-original-value=\"Those who advise and sell\" data-order=\"Those who advise and sell\" >Those who advise and sell <\/td><\/tr><\/tbody><\/table><!-- \/#supsystic-table-56.supsystic-table --><\/div><!-- \/.supsystic-tables-wrap --><!-- Tables Generator by Supsystic --><!-- Version:1.11.2 --><!-- http:\/\/supsystic.com\/ --><a title=\"WordPress Data Table Plugin\" style=\"display:none;\" href=\"https:\/\/supsystic.com\/plugins\/wordpress-data-table-plugin\/?utm_medium=love_link\" target=\"_blank\">WordPress Data Table Plugin<\/a> <h2 class=\"wp-block-heading\" id=\"h-when-to-choose-the-series-63\"><strong>When to Choose the Series 63<\/strong><\/h2> <p class=\"wp-block-paragraph\"><strong>Go with the Series 63 if:<\/strong><\/p> <ul class=\"wp-block-list\"> <li>You\u2019re going to be <strong>working at a broker-dealer<\/strong><\/li> <li>Your main job is to <strong>sell securities<\/strong> like stocks, bonds, or mutual funds<\/li> <li>You don\u2019t plan to <strong>provide investment advice<\/strong> as a paid service<\/li> <li>You&#8217;re pairing it with a <strong>Series 6 or Series 7<\/strong> license<\/li> <\/ul> <p class=\"wp-block-paragraph\">Many securities industry professionals seeking roles in product sales or client account support start here. It\u2019s a solid choice if you\u2019re more focused on transactions than advisory services.<\/p> <h2 class=\"wp-block-heading\" id=\"h-when-the-series-66-is-the-better-fit\"><strong>When the Series 66 Is the Better Fit<\/strong><\/h2> <p class=\"wp-block-paragraph\">The <strong>Series 66<\/strong> is your best bet if:<\/p> <ul class=\"wp-block-list\"> <li>You want to be both an <strong>investment adviser representative<\/strong> and a <strong>securities agent<\/strong><\/li> <li>You\u2019ve passed or plan to take the <strong>Series 7<\/strong><\/li> <li>Your career goals involve <strong>financial planning<\/strong>, fee-based advising, or asset management<\/li> <li>You&#8217;re working at or plan to <strong>work at an RIA firm<\/strong> or a hybrid advisor-broker model<\/li> <\/ul> <p class=\"wp-block-paragraph\">This license is beneficial for people with a personal financial specialist, CFA\u00ae, or financial planner background who also want to sell securities. It bundles the Series 63 <em>and<\/em> Series 65 exams into one exam, saving you from taking them separately.<\/p> <h2 class=\"wp-block-heading\" id=\"h-do-you-need-the-series-7-too\"><strong>Do You Need the Series 7 Too?<\/strong><\/h2> <p class=\"wp-block-paragraph\">If you\u2019re taking the Series 66, the answer is yes\u2014you must pass the Series 7 to make the 66 valid. Think of the Series 7 as your core product license, while the Series 66 adds on the ability to act under state securities laws and provide investment advice.<\/p> <p class=\"wp-block-paragraph\">Without the Series 7, the Series 66 won\u2019t count for anything on its own. The same goes for the Series 63 and 65\u2014even if you take both to cover state law and advisory services, you\u2019ll still need the Series 7 to be licensed to sell securities. In short: no Series 7, no selling.<\/p> <p class=\"wp-block-paragraph\">The Series 63 doesn\u2019t require the Series 7, but it\u2019s typically taken alongside it since most sales roles require both.<\/p> <h2 class=\"wp-block-heading\" id=\"h-which-exam-is-harder\"><strong>Which Exam Is Harder?<\/strong><\/h2> <p class=\"wp-block-paragraph\">This depends on your background. The Series 66 exam is longer (100 scored questions plus 10 unscored) and covers more topics than the Series 63 (60 scored questions plus 5 unscored questions). If you&#8217;re comfortable with investment advice, fiduciary standards, and securities regulation, the 66 may feel easier despite being broader.<\/p> <p class=\"wp-block-paragraph\">While shorter, the Series 63 can still be tricky because it focuses on nuanced securities laws and ethical rules. It\u2019s easy to underestimate.<\/p> <p class=\"wp-block-paragraph\">Whichever exam you decide to take, I highly recommend a <a href=\"https:\/\/www.sacbee.com\/careers-education\/best-series-63-exam-prep-courses\/\">Series 63 prep course<\/a> or <a href=\"https:\/\/www.sacbee.com\/careers-education\/best-series-66-exam-prep-courses\/\">Series 66 study materials<\/a> to help increase your chances of passing on your first try.<\/p> <h2 class=\"wp-block-heading\" id=\"h-what-about-state-requirements\"><strong>What About State Requirements?<\/strong><\/h2> <p class=\"wp-block-paragraph\">Most states require either the Series 63 or 66 (with the 7) to register as a securities professional. Always check with your state\u2019s securities administrators to confirm what you need based on your job.<\/p> <p class=\"wp-block-paragraph\">For example:<\/p> <ul class=\"wp-block-list\"> <li><strong>Working at a broker-dealer?<\/strong> You\u2019ll probably need Series 6 or 7 + Series 63.<\/li> <li><strong>Joining an RIA or hybrid firm?<\/strong> You\u2019ll likely need Series 7 + Series 66.<\/li> <\/ul> <h2 class=\"wp-block-heading\" id=\"h-conclusion-which-one-should-you-take\"><strong>Conclusion: Which One Should You Take?<\/strong><\/h2> <p class=\"wp-block-paragraph\">If you&#8217;re just getting into the securities business and plan to sell securities\u2014but not offer advice\u2014the Series 63 is a straightforward, no-frills option that pairs well with the Series 6 or 7.<\/p> <p class=\"wp-block-paragraph\">But if you&#8217;re aiming to do both\u2014act as a securities agent and provide investment advice\u2014and you\u2019re already taking or have passed the Series 7, the Series 66 exam is a more efficient, all-in-one path.<\/p> <p class=\"wp-block-paragraph\">Choose the license that aligns with your long-term goals. Whether you\u2019re focused on transactions or planning to guide clients through their financial futures, there\u2019s a license\u2014and a path\u2014for you.<\/p> <h2 class=\"wp-block-heading\" id=\"h-faqs\"><strong>FAQs<\/strong><\/h2> <div class=\"schema-faq wp-block-yoast-faq-block\"><div class=\"schema-faq-section\" id=\"faq-question-1747199691862\"><strong class=\"schema-faq-question\"><strong>What is the difference between a Series 63 and 66?<\/strong><\/strong> <p class=\"schema-faq-answer\">The Series 63 qualifies you to sell securities under state law, while the Series 66 covers both sales and advisory services\u2014but only when paired with the Series 7.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1747199696153\"><strong class=\"schema-faq-question\"><strong>What is a Series 66 license used for?<\/strong><\/strong> <p class=\"schema-faq-answer\">It qualifies you to act as both a securities agent and an investment adviser representative, assuming you also have the Series 7.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1747199700637\"><strong class=\"schema-faq-question\"><strong>What is a Series 63 license used for?<\/strong><\/strong> <p class=\"schema-faq-answer\">It lets you transact securities business at the state level as a broker-dealer agent. It&#8217;s commonly paired with Series 6 or 7.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1747199705186\"><strong class=\"schema-faq-question\"><strong>Do I need the Series 66 if I have Series 63 and 65?<\/strong><\/strong> <p class=\"schema-faq-answer\">No. If you&#8217;ve already passed both the 63 and 65, you don&#8217;t need the 66\u2014it covers the same ground in a single exam.<\/p> <\/div> <div class=\"schema-faq-section\" id=\"faq-question-1747199710750\"><strong class=\"schema-faq-question\"><strong>Is the Series 66 better than the Series 63?<\/strong><\/strong> <p class=\"schema-faq-answer\">It\u2019s not necessarily better, but it\u2019s more efficient if you&#8217;re also taking the Series 7 and want to combine state law and advisory credentials.<\/p> <\/div> <\/div> ","protected":false},"excerpt":{"rendered":"<p>The Financial Industry Regulatory Authority (FINRA) plays a role in the adminstration and registration process for dozens of Series exams, explaining, &#8220;To become registered, securities professionals must pass qualifying exams administered by FINRA to demonstrate their competence in the particular securities activities in which they will work.&#8221; One such partner is the North American Securities [&hellip;]<\/p> ","protected":false},"author":11,"featured_media":4690,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[3,244],"tags":[],"class_list":["post-4688","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-careers-education","category-finance"],"acf":{"external_author":[129],"external_editor":"","select_template":"default","not_show_feature_image":false,"hide_toc":false},"featured_image_src":"https:\/\/www.sacbee.com\/careers-education\/wp-content\/uploads\/sites\/6\/2025\/05\/Series-66-vs.-63-feature-image-768x427.png","author_info":{"display_name":"","author_link":"https:\/\/www.sacbee.com\/careers-education\/author\/"},"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.7 (Yoast SEO v27.7) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Series 66 vs. 63: Choosing the Right License for Your Career<\/title>\n<meta name=\"description\" content=\"Trying to choose between the Series 63 and Series 66? 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