Am I correct in my assumption that with the new accreditation laws, anyone can pursue a Series 65 unsponsored and earn accredited investor status?

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That’s correct! Series 7, 65, and 82 license holders qualify as accredited investors. Are you considering taking the series 65?

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Yes, definitely. I’m early in my career, and hope to begin building a network in early stage investing to put a portion of my earnings in on the side. Series 65 seems most logical as I’m not at a FINRA member firm.

Once you get accredited investor status, what do you do to get access to these investment opportunities? Call up the hedge funds and say you’re accredited?

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How long do you plan on studying for the 65? Are you in a finance intensive role?

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