What is included
Who it is for
Reps who want dual registration: broker-dealer agent (Series 7) plus investment adviser representative (Series 66). The 66 replaces the 63 + 65 combination and requires the Series 7 for registration.
How the path works
- SIE
Securities Industry Essentials (SIE) Exam. No sponsor needed.
- Series 7
General Securities Representative Exam. Your firm sponsors and enrolls you.
- Series 66
Uniform Combined State Law Exam. No sponsor needed.
Get the Advisor Path - $179
All three banks for one price (vs $297 bought separately). One-time payment, 12 months, free access extension until you pass.
One-time payment, 12 months of access, no subscription. If your 12 months run out before you pass, we extend your access free until you pass (terms). This is an access extension, not a refund or pass guarantee.
Frequently asked questions
How long do I have access?
12 months from purchase for all exams in the bundle, plus a free extension until you pass.
Does the price include FINRA exam fees?
No. Exam fees ($672 total for this path) are paid to FINRA when you enroll.
Sources
- FINRA - Securities Industry Essentials (SIE) Exam (accessed 2026-09-23)
- FINRA - Series 7 General Securities Representative Exam (accessed 2026-09-23)
- FINRA - Series 66 Uniform Combined State Law Exam (accessed 2026-09-23)