Series 66 · Resource hub
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Side-by-side comparisons to help you choose between the Series 66 and its alternatives (the Series 63, the Series 65, and the Series 7 pairing) based on the registrations you actually need.
Series 66 vs Series 63: Which Do You Need? (2026)
On the Series 7 track and unsure which state-law exam you need? The Series 66 adds adviser law to the 63. Here is which one your registration requires.
Series 66 vs Series 65: Which Should You Take? (2026)
The Series 66 needs the Series 7 and suits dual-registered reps; the Series 65 stands alone and suits fee-only advisers. Here is how to choose from the 66 side.
Series 66 vs Series 7: Do You Need Both? (2026)
The Series 66 and Series 7 are not either/or. The 66 requires the 7 as a co-requisite. Here is how the two pair and which one to take first.