Have a 7, 63 and have been designated an IAR in Fl since 2002. All clients in Fl but due to DOL was suggested I obtain Series 66. Six weeks till test Which education provider to use??

like
Posting as :
works at
You are currently posting as works at

Since you have 63, you only need to take 65, not 66

like

Kaplan

like

Foresters is right. But if you’re gonna take the test, Kaplan does a good job. It’s who I used and passed first time without an issue

like

Google “Pass The Series 65”... good book. Helped me way back when. Kaplan is good also.

like

Kaplan

like

I have my 7, 63 and 66 (not 65). You could take either. 65 has more legal jargon and is a lengthier exam. 66 is shorter ,i believe 100 questions, and less like the 63 exam you took. Regardless , I agree with the majority of comments; Kaplan's the way to go.

like

Check your state registration reqs. CA did not let me take the 66 because its been over 4 years since I took my series 7.

Kaplan is the way to go.

like

Thanks for all the input, enjoy your weekend

like

I am truly "old school", I passed my 7 in 1979 on my first attempt, took my 65 in the early 90s, I hold the 24. I would recommend STI, Securities Training Institute or some similar name. They have been around for a very long time, like myself. Call me and I am more than willing to help you, I would recommend rescheduling your exam about further out than six weeks. The 65,66 is all about regulations and the law, which you want to know dead cold. Google the training company and get the materials right away.

like

Got the Kaplan with on demand classes. Was inclined to think I could pass it because of time in business. Playing it safe with 7 weeks to go. Thank you for all the input !

like

Kaplan or fire solutions

like

Testeachersonline.com always got me through! I hated Kaplan

like

Kaplan or STC for series 65, fire solutions for 66

Then a transition to LPL so the 66 goes on the back burner for 12 weeks or so

Related Posts

Anyone have a clue what kind of work Beam Suntory does? The website isn't good and it does not show examples of work.

Stuck on music. Where do you guys look for inspiration for music specs for your tv spots?

Hi 🐠 not a consulting question but need some help, my cousin has got admission confirmed in maynooth university as an international student MSc on business analytics. Any idea how good opportunities in Ireland for international students after the course? Any insights will be helpful too. Thanks

nyc ladies - what shoes/boots do you recommend for commuting in the fall/winter? on the hunt for a comfy, durable pair.

like

Trying to stay up to date on what’s happening in PE as someone trying to break in.. what has deal flow looked like? Has it been hard to underwrite? What’s your opinion on the outlook of the PE industry over the next 6-18 mo?

like

Does your firm find out why you failed a clearance ? Asking bc I got fired from my first job out of college a couple years ago and didn’t report it on it company background check. I’m afraid if I fail my public trust, my current firm will find out and fire me for not reporting it on my prior employers.

like

What do you do when you feel you can't speak honestly to your ceo/owner? They are not open to feedback when someone addresses something that they fall short on.

like

Hi, need some advice because very new investor when it comes to owning personally versus LLC. Currently own my home and planning to purchase two lots of land sooner rather than later. With three real estate assets under my arm, getting a little worried about having them all under my personal name. Should i create an LLC and purchase the lots under that name? Should i transfer my first home?

like

Anyone from Cognizant has tried WFH outside india for few days in case company is not willing to approve leaves..

like

Why are boomers strolling around outside running errands? Is it time to reopen schools and fire up the economy?

like

Hello, what should be the average CTC for a Campus Recruitment Manager with 10+ years of relevant experience. Tier 2 city. Tier 1 IT Company. Pls help.

like

Anyone make a pivot to pharma sales and open to chatting?

like

What resources do you follow to stay up to date with the latest trends in data analysis and marketing? Are there any influencers in this space?

like

Can someone tell the variable percentage part of CTC in Atos Syntel .

like

Starting at a firm post-clerkship in September. Never worked in a firm (and private practice generally) before. Any tips/advice to help prepare me would be appreciated.

like

I worked as Comms Dir. for 6 years at a nonprofit that hosts conferences as its primary activity. 3 yrs back, financial problems gutted staff and my position was eliminated- due to my intervention, my direct report remained. This person I hired and trained has done well, organized and efficient. It is now time to staff up for another conference and I’m welcome to return, but my direct report is being promoted to Comms Dir. they’d like to split the role somehow, but I can’t figure out how.

like

Wanted to start selling covered calls on T so I’ve been working on buying 100 shares. Just realized how inexpensive T options are 🤦🏽‍♀️ now I’m wondering if it’s even worth it? What stocks are better for covered calls.

likefunny

Can anyone pleaae recommend some good PG near DI Blr office (Prestige Trade Tower)? Thanks!!

like

Looking to sneak 2 days in first weekend of December with my wife. What would be the preference if you had to pick between Abasin or Loveland?

Additional Posts in Financial Advisors

What's the effect of this tax bill on us? No more deduction for unreimbursed business expenses?

like

Anyone have the CTFA designation?

like

I have a tech background and only know bits about business owners. What are your views on the better target audiences at the beginning and how did you guys manage to gain your first client?

like

There is a special place in hell for people who merge cells and add spacer columns.

like

I don't do webinars often and am needing a more affordable alternative to GoToWebinar. Any recommendations?

like

The son of a friend is an advisor and is giving up. He has approached me about taking over his book, evidently only about $1.5M.What would be a fair amount to pay for this?

like

What's the most important news story that no one is talking about right now?

like

Tfw you've been to gym, done laundry and put ribs in to slow cook by 9.30am

like

Happy day. Firing a client that is a time suck and emotional drain today. Life is already better.

likeupliftingsmart

What are the biggest lessons you've learned from being fired

like

Favorite Non-Fiction captivating podcast?

like

Any Senior FAs looking for an experienced Junior FA? NYC/LI Area.

like

Anyone know the Edaward Jones account number to rent a car from Enterprise. Looking for our discount

like

Does anyone use a digital notebook and/or digital pen? What is the best solution? Like to take notes by hand but don’t like retyping or referring back to all the time.

like

How do you create more personal (beyond just business) friendly relationships with clients 20+ years older? Where do you find common ground?

like

If you were in a position to relocate, would you move to a locale where Baby Boomers are moving/retiring in a disproportionate #, w/the expectation your career success rate would be higher?

like

Does anyone know the starting salary for Premier Banker at Wells Fargo @?

likehelpful

Anyone sell their financial planning services with access to Emoney really cheap?

like

Do you all find time to read books for pleasure with jobs like ours?

like

ADVISOR FUEL - BEWARE OF THEM

I've an extremely unpleasant experience with this company. We sent them a legal notice and my lawyer even lodged a compliant with the Florida Attorney General but in vein. These people don't bother about legal notices as they know most advisors don't have time and wherewithal to go to litigation.

Due to limitation of space I can't write in detail, but please contact me if you like to know my entire experience with ADVISOR FUEL. Don't fall prey to their tactics.

like

New to Fishbowl?

Download the Fishbowl app to
unlock all discussions on Fishbowl.
That was just a preview…
Sign Up to see all discussions
  • Discover what it’s like to work at companies from real professionals
  • Get candid advice from people in your field in a safe space
  • Chat and network with other professionals in your field
Sign up in seconds to unlock all discussions on Fishbowl.

Already a user?
Login here

Share

Embed this post

Copy and paste embed code on your site

Preview

Download the
Fishbowl app

See what’s happening in your industry
from the palm of your hand.

A phone with Fishbowl app

Send download link to your phone

OR

Scan your QR code to download
Fishbowl app on your mobile

By continuing you agree to Terms of Use and Privacy Policy.

Messaging rates may apply

Download app

Sign up for free to view this conversation on Fishbowl

By continuing you agree to Terms of Use and Privacy Policy

Already have an account? Log in

Sign up for free to continue using Fishbowl

By continuing you agree to Terms of Use(New) and Privacy Policy(New)
Messaging rates may apply

Already have an account? Log in

For account settings, visit Fishbowl on Desktop Browser or

General

Legal