Julia Kagan is a financial/consumer journalist and former senior editor, personal finance, of Investopedia. Amy Soricelli has over 40 years working with job candidates and has honed the art of the job ...

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We might earn a commission if you make a purchase through one of the links. The McClatchy Commerce Content team, which is independent from our newsroom, oversees this content. This article has ...

The Series 63 exam is not a requirement for those who work at a registered investment advisor (RIA) firm. But it might be of interest if you plan to sell securities products through a broker-dealer.

Did you know that only a mere 36% of Americans have a written financial plan? Let’s face it, a lot of people need help planning their finances and building their wealth. You can help them do that as ...

To pass the Series 63 exam, you’ll have to get a 72% score, which translates to 43 of the 60 questions answered correctly. With longer exams, you have a little more wiggle room, but the shorter nature ...