2 Options for the Series 63

Live Class - Our Live Class is a 1 day course with Jeff and Brian going through the material live. Replays are available, and a note book of the slides is provided. Links are emailed out the day before class, and the day of class. Membership is for 10 weeks, and you will be able to join ALL live classes during that time. You can find our schedule of upcoming classes at Schedule Page.

University Program - Our newest programs. Jeff and Brian remade the lectures, and rerecorded them in smaller chunks. Videos are watchable 24/7. Joining the Series 6 Class, means you will have access to ALL of the live classes during your membership period (12 weeks). Links will be sent to all active members before each class, and they are posted on the members website.

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Register for Series 63 Live Webinar

Concept Cards

Additional Information about the Series 63

About The Series 63 The Series 63 is the State Law license. It covers the contents of the Uniform Securities Act.

46 states require you have the Series 63 in order to sell in those states. The states that do not require the 63 (as of July 2024), are Colorodo, Florida, Louisiana, and Maryland, along with the Territories.

If you have, or want, securities clients in a state that requires the Series 63, even if your home state doesn't require it, you will be required to have the 63 to have that client in the other state. Even if your state doesn't require the Series 63, it is something you may want to consider. You don't want to have to get this annoying license, years after you get the rest of your licenses, as it will be harder then, and will cost you more as your time is more valuable then. 

What you get with Membership
With the Live Webinar Membership you have access to to the links for all of the classes during your membership period. Links are emails out the night before, and day of each class, and are also on the members portal.

You will also get a notebook for the class, with a copy of all slides, replays of previously recorded lectures, along with all of the animations, posts, and additional resources on the site.

University Membership
Full access to our entire library of lectures, animations, pictures, posts, and additional resources for success on the exam.

In addition to the webinars; Members also have access to a full list of Posts. Some of them are available for sampling at that link. In addition, there are Animations, again some are available for sampling at that link.  

You get the Guys! With all of our classes, from the live interactive streaming webinars to our video options, all our members can e-mail, text, or call us (Jeff & Brian) with any questions!

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