What is the Series 65 in the context of a Registered Investment Advisor (“RIA”)?

Definition: The Series 65 (aka the Uniform Investment Adviser Law Examination) is a required qualifying exam to become licensed as an Investment Advisor Representative of an RIA.

When used in an RIA context: “By passing the Series 65, the individual was able to become licensed as an Investment Advisor Representative of the RIA.”

See also: Investment Advisor Representative, IAR