Archives for IAR

Thinking About Getting Your Series 65? Shurwest Offers a Discount on Training.

Shurwest is making it easier than ever for you to pursue your Series 65 license. We’ve teamed up with Kaplan Financial Education to offer our financial advisor partners a 10% discount on Series 65 training. Kaplan helps financial advisors pass exams with study choices to satisfy almost any learning style. The discount applies whether you choose the classroom setting, online courses or self-study option. Here are some interesting Series 65 facts: The Series 65 license allows you to become an investment adviser representative (IAR) or independent adviser (IA) for a registered investment advisory firm (RIA)—either your own firm or someone
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Categories: Blog Posts.