We are proud to announce that Brett Meredith has passed both his Series 7 and Series 66 FINRA exams! The Series 7, also known as the General Securities Representative Exam (GS), is an exam and license that allows the licensee to sell securities products. The Series 66, also known as the Uniform Combined State Law Examination, qualifies a candidate to register as investment adviser representative and as a securities sales professional. While Brett is not currently an investment adviser representative, it is a goal he's working toward to be able to provide these services to clients.
Combined these exams are very long and rigorous, taking many hours to complete and study for. Brett will now be able to better serve his clients with general securities and investments. Congratulations, Brett! We are proud to have you on our team!