A NEW WAY TO GAIN ACCREDITED INVESTOR STATUS
Series 65 Exam
On December 8, 2020, new SEC rules became effective which expanded the definition of "accredited investor." Under these new rules, any holder of a Series 65 license (which is available to anyone, without sponsorship) has status as an accredited investor, without the need to meet the traditional net worth or income requirements.
QUALIFY FOR MORE INVESTMENT OPPORTUNITIES
Status has its privileges.
Once you gain accredited investor status by passing the Series 65 exam and meeting any state requirements, a whole new world of private investment opportunities will be opened up to you. You’ll be qualified to participate in Rule 506(b) and Rule 506(c) securities offerings.