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How to Become an Accredited Investor with Only $187 (Series 65 Exam) 2 года назад


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How to Become an Accredited Investor with Only $187 (Series 65 Exam)

With the Series 65 Exam, you can become an accredited investor regardless of your income or net worth. Here's everything you need to know about the accreditation process! 00:00 - Intro 2:18 - The Series 65 Exam 4:58 - Becoming a Registered Investment Adviser (RIA) 7:32 - Becoming an Investment Adviser Representative (IAR) 8:06 - Maintaining Your License/Accreditation 9:33 - Is it Worth it? 12:08 - Watch This Next 🚨 Subscribe to the channel: https://bit.ly/2SfWumJ 🚨 ••••••••• Here is Nathan Leung's experience becoming accredited with this process: https://www.natecation.com/accredited... ••••••••• 📈 Start investing on the platforms below for FREE stocks & more: 🥧 Get $30 on M1 Finance (with $1,000 deposit): m1finance.8bxp97.net/tyler 🌽 Get $50 in BTC on Celsius Network & Earn 6.2% Yield (with $400 Deposit): https://celsiusnetwork.app.link/10308... (Referral code: 103086df5b) 💎 Get $10 in BTC on Gemini + Low Trading Fees/Free Withdrawals (just trade $100): https://gemini.com/share/kem9agm2r 📹 Interested in camera stuff? Here's the equipment I use to shoot my videos: https://amzn.to/3jE8Ktp ••••••••• Being an accredited investor opens up a lot of new opportunities, because it gives you access to exclusive investments like start-ups, private companies and private investment funds. Unfortunately, this status has always been difficult to reach, because the SEC has strict income and net worth requirements for eligibility. These include bringing in an annual income of $200,000 or more for both of the last two years, or, having a net worth over $1 million, not including the value of your home. However, I recently learned of a new update to this rule that expands the definition of accredited investors, giving people access to the status without meeting the net worth or income requirements. With these changes, certain licensed professionals are now considered accredited investors regardless of their net worth or income. This is particularly exciting because this includes individuals who are Licensed Investment Advisor Representatives, or IARs, which requires passing the Series 65 exam. Unlike other licensing exams on this list, the series 65 exam is open to anybody, which means you can take it without any professional experience or affiliations. Let me clarify - anyone, regardless of education or professional experience, can sign up and pass the Series 65 exam to become a licensed investment advisor representative, and subsequently an accredited investor. The best part is, the exam only cost $187 at the time of writing. But, this isn’t quite as easy as it sounds. In this video, I’m covering the step-by-step process of becoming an accredited investor through the Series 65 exam. It is true that you can get started with only $187, but the process might be longer and more expensive than you expect depending on how you approach it. It all starts with the Series 65 Exam, which as it turns out, might be the easy part of the process. After passing the exam, you’ll need to register for your license to officially become accredited. This is easy for people working at an investment firm, but if you’re someone like me who only wants the license for the accreditation, you’ll have to create your own investment firm to register under. We’ll talk about the processes and costs involved in getting started this way, as well as how you maintain the status. Finally, we’ll consider whether the designation of being an accredited investor is actually worth all the trouble. I personally sunk a couple hundred dollars into the process before I realized it wasn’t the right path for me, so hopefully this video can help point you in the right direction of what to do next. #AccreditedInvestor #Investing #Series65 ••••••••• This video is meant for informational purposes only, and is not a recommendation to buy or sell any security or cryptocurrency. It is also not a research report and should not serve as the basis for any investment decision. Additionally, I earn commissions for purchases and sign-ups made through the links above.

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