Securities Licenses Explained

Most people need two or three exams: the SIE plus the Series 7 and 63 to be a broker, the Series 65 alone to be a fee-only adviser, or SIE + 7 + 66 to do both. Here is every core exam, its fee and who needs it.

Updated 2026-09-23 · 8 sources · By the SeriesPrepKit team

Securities licenses in the US are really exam qualifications plus registration. FINRA writes and runs the representative exams (SIE, Series 6, Series 7 and the principal and specialist exams). NASAA writes the state-law exams (Series 63, 65, 66), which FINRA administers. You become “licensed” when a firm registers you with FINRA and the states through the CRD system after you pass the right combination.

The six exams most candidates need

Fees, formats and passing scores verified on FINRA exam pages on 2026-09-23.
ExamOfficial nameOwnerScored QsTimePassingFeeSponsor?

SIE

Securities Industry Essentials (SIE) ExamFINRA751 hr 45 min70 (scaled)$100No

Series 7

General Securities Representative ExamFINRA1253 hr 45 min72 (scaled)$395Yes

Series 6

Investment Company and Variable Contracts Products Representative ExamFINRA501 hr 30 min70 (scaled)$100Yes

Series 63

Uniform Securities Agent State Law ExamNASAA6075 min43 of 60 correct (about 72%)$147No

Series 65

Uniform Investment Adviser Law ExamNASAA1303 hr92 of 130 correct (about 71%)$187No

Series 66

Uniform Combined State Law ExamNASAA1002 hr 30 min73 of 100 correct (73%)$177No

Which license for which job

State requirements vary; your firm's compliance team confirms which state exams you need.
You want to...ExamsExam fees
Sell stocks, bonds, options and funds as a brokerSIE + Series 7 + Series 63$642
Be a broker and charge advisory fees (dual registration)SIE + Series 7 + Series 66$672
Give fee-only advice at an RIASeries 65$187
Sell only mutual funds and variable annuitiesSIE + Series 6 + Series 63$347
Show employers you are serious before being hiredSIE (no sponsor needed)$100

Other FINRA exams

FINRA also runs principal exams (for example the Series 24 General Securities Principal), specialist exams such as the Series 79 (investment banking), Series 57 (securities trader), Series 82 (private placements) and Series 99 (operations), and administers NFA futures exams (Series 3). Those are outside our current prep catalog; FINRA’s qualification exams page lists every exam with its current format and fee.

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Frequently asked questions

What licenses do financial advisors need?

It depends on how they are paid. Commission-based brokers need the SIE, Series 7 and usually Series 63. Fee-based investment adviser representatives need the Series 65, or the Series 66 if they also hold the Series 7.

What is the difference between FINRA and NASAA exams?

FINRA exams (SIE, 6, 7) test federal and industry rules and, except the SIE, require firm sponsorship. NASAA exams (63, 65, 66) test state law; FINRA administers them, and they can be taken without a sponsor.

Which securities exams can I take without a sponsor?

The SIE, Series 63, Series 65 and Series 66. The Series 6 and Series 7 require a sponsoring FINRA member firm.

How much do securities licenses cost?

Exam fees alone: SIE $100, Series 6 $100, Series 7 $395, Series 63 $147, Series 65 $187, Series 66 $177 (verified 2026-09-23). A broker path (SIE + 7 + 63) is $642 in fees.

Sources

  1. FINRA - Qualification Exams (accessed 2026-09-23)
  2. FINRA - Securities Industry Essentials (SIE) Exam (accessed 2026-09-23)
  3. FINRA - Series 7 General Securities Representative Exam (accessed 2026-09-23)
  4. FINRA - Series 6 Investment Company and Variable Contracts Products Representative Exam (accessed 2026-09-23)
  5. FINRA - Series 63 Uniform Securities Agent State Law Exam (accessed 2026-09-23)
  6. FINRA - Series 65 Uniform Investment Adviser Law Exam (accessed 2026-09-23)
  7. FINRA - Series 66 Uniform Combined State Law Exam (accessed 2026-09-23)
  8. NASAA - Exam FAQs (accessed 2026-09-23)