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Whether you are taking the Series 65 Exam or the Series 66 Exam or not you should know what an Investment Advisor is.  This episode will take a deep dive into what they are and what they do .    

📚 About the Podcast

Real-world finance explained the way exams and real life actually test it.
Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.

⚠️ Disclosure

This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.

🚀 Go Deeper

Live classes, tutoring, practice questions, and bonus content:

👉 Website / Classes: https://capitaladvantagetutoring.com

👉 YouTube: https://youtube.com/@Series7exam

👉 Substack:https://substack.com/@series7whisperer?

New episodes weekly — subscribe so you don’t miss one.