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Series 65/66 Exam:What is an Investment Advisor
Season 3
Episode 81
Published 2 years, 5 months ago
Description
Whether you are taking the Series 65 Exam or the Series 66 Exam or not you should know what an Investment Advisor is. This episode will take a deep dive into what they are and what they do .
📚 About the Podcast
Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.
⚠️ Disclosure
This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.
🚀 Go Deeper
Live classes, tutoring, practice questions, and bonus content:
👉 Website / Classes: https://capitaladvantagetutoring.com
👉 YouTube: https://youtube.com/@Series7exam
👉 Substack:https://substack.com/@series7whisperer?
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