About Pass Perfect

Pass Perfect is a leading developer of targeted, effective training programs for Series 7 and other FINRA and NASAA securities licensing exams.

Our level of experience and expertise is unmatched. Over the last 30 years we have successfully trained over 1,000,000 individuals for these exams.

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Series 65 - Investment Adviser

The Series 65 examination is required by most states for individuals that act as investment adviser representatives. This is the only license required if an individual acts as an investment adviser representative. If that individual wishes to register as a securities sales representative, which is necessary to accept commissions, the Series 63 license is required as well.

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