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Requirements for Becoming an Accredited Investor Have earned income exceeding $200,000 ($300,000 if combined with a spouse or its equivalent) during each of the last two calendar years. The individual must also demonstrate credibly that he or she will at least maintain these income thresholds during the current year.
Unlike many other FINRA Series exams, the Series 65 exam does not require an individual to be sponsored by a member firm. If you are not Form U4 registered or affiliated with a firm through FINRA's Web CRD system, you should use the Form U10 to request and pay for the Series 65 exam.
Net worth over $1 million, excluding primary residence (individually or with spouse or partner) Income over $200,000 (individually) or $300,000 (with spouse or partner) in each of the prior two years, and reasonably expects the same for the current year.
How to Get the Series 65 License Step 1: Prepare for the Series 65 license with STC exam prep. ... Step 2: You must be age 18 or older to sit for the Series 65 exam. Step 3: Find a member firm to sponsor you. To take the Series 65 exam, you must be associated with and sponsored by a member firm.
Accredited investor questionnaires are used to determine whether potential investors meet the suitability requirements of Regulation D of the Securities Act of 1933, which may eliminate the need for the offering or issuance of such securities to be registered with the Securities and Exchange Commission.
To claim accredited investor status, you must meet at least one of the following requirements: Hold (in good standing) a Series 7, 65 or 82 license. Have a net worth exceeding $1 million individually or combined with a spouse or spousal equivalent (excluding the value of the primary residence)