Step 1 — Get in the door
The SIE® exam is the industry's entry test: open to anyone 18+, no firm sponsorship needed, and a co-requisite for every rep license below.
Step 2 — Your rep license
With a sponsoring firm, add your representative exam: the Series 7 (general securities) or the Series 6 (investment companies and variable contracts only).
Series 7 Exam Coach
$59 one-timeFINRA Series 7 - General Securities Representative Qualification Examination
General securities representative — products, customer accounts, options and bond math
81-question practice bank · audio teaching & memory hooks · review tests drawn from the bank you drill · first 2 modules free
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Series 6 Exam Coach
$49 one-timeFINRA Series 6 - Investment Company and Variable Contracts Products Representative Exam
Investment company & variable contracts representative — mutual funds, variable contracts and permitted limited products
100-question practice bank · audio teaching & memory hooks · review tests drawn from the bank you drill · first 2 modules free
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Step 3 — State law & advisory
Register with your state: the Series 63 pairs with a 6 or 7; the Series 66 combines the 63 and 65 for Series 7 holders; the Series 65 is the self-enrolled investment-adviser route — no sponsor required.
Series 63 Exam Coach
$49 one-timeNASAA Series 63 - Uniform Securities Agent State Law Examination
State-law agent registration — pairs with the Series 6 or Series 7
67-question practice bank · audio teaching & memory hooks · review tests drawn from the bank you drill · first 2 modules free
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Series 66 Exam Coach
$59 one-timeNASAA Series 66 Exam Prep
Combined state law (63 + 65 in one) — for registration with the Series 7 co-requisite
100-question practice bank · audio teaching & memory hooks · review tests drawn from the bank you drill · first 2 modules free
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Series 65 Exam Coach
$59 one-timeNASAA Series 65 - Uniform Investment Adviser Law Examination
Investment adviser representative — self-enroll, no firm sponsorship required
130-question practice bank · audio teaching & memory hooks · review tests drawn from the bank you drill · first 2 modules free
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How pricing works
Each course is a separate one-time purchase — no subscription, and buying one course never changes another. Start free, unlock the full course with a single payment if it helps, and get a full refund within 24 hours of purchase — a person issues it through Stripe within one business day of your request. Most people climb the ladder one exam at a time: choose the exam required for your role. Passing an exam alone does not authorize securities business; registration, sponsorship and state requirements may also apply.