u/Ok_Cancel3507

Series 66 VS 63/65

I am currently working as a relationship banker and want to get into the wealth management side. I passed my SIE and am now wondering if i should take the series 63/65 or 66(i don’t have the 7) If i take the 66 i can potentially get a role as an advisor at my bank but it’s not guaranteed. I’m torn between whether i should take the 66 and hope to land a role at my bank, but if i don’t get it then the 66 is useless (or will BD still hire me?) or take 63 then 65 and try land a new job.

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u/Ok_Cancel3507 — 1 day ago