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Series 6 And 63 information

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$11K

$78.3K

$118K

How much do series 6 and 63 jobs pay per year?

As of Aug 23, 2026, the average yearly pay for series 6 and 63 in the United States is $78,333.00, according to ZipRecruiter salary data. Most workers in this role earn between $50,000.00 and $96,500.00 per year, depending on experience, location, and employer.

What are Series 6 and 63 licenses?

The Series 6 and Series 63 are securities licenses required for certain financial professionals in the United States. The Series 6 license allows holders to sell specific investment products, such as mutual funds, variable annuities, and insurance products, but not individual stocks or bonds. The Series 63 license, also known as the Uniform Securities Agent State Law Exam, is required by most states and covers state laws and regulations regarding securities. Together, these licenses are often needed for individuals who want to become investment representatives or work with clients on investment products at brokerage firms, banks, or insurance companies.

What are the key skills and qualifications needed to thrive as a Series 6 and 63 licensed financial professional?

To excel as a Series 6 and 63 licensed financial professional, you need a solid understanding of investment products, securities regulations, and financial planning, typically backed by passing the respective FINRA exams. Familiarity with customer relationship management (CRM) systems, financial analysis tools, and compliance tracking platforms is essential. Strong interpersonal skills, ethical judgment, and the ability to explain complex financial concepts clearly help set top performers apart. These skills and qualifications are crucial for building client trust, ensuring regulatory compliance, and delivering effective investment guidance.

What are some typical challenges faced by professionals holding Series 6 and 63 licenses, and how can they be addressed?

Professionals with Series 6 and 63 licenses often face challenges such as keeping up with evolving compliance regulations and ensuring they recommend suitable investment products for clients. Navigating complex client needs while adhering to ethical standards can also be demanding. To address these challenges, staying updated through continuing education, leveraging compliance support from their firm, and maintaining clear communication with clients are key strategies. Collaboration with experienced colleagues and using firm-provided tools can further help in managing regulatory responsibilities effectively.

What is the difference between Series 6 And 63 vs Series 7?

AspectSeries 6 And 63
CredentialsRequires passing Series 6 and Series 63 exams
Work EnvironmentFinancial services, securities, and investment firms
Industry UsageCommonly used for licensing representatives selling mutual funds, variable annuities, and securities

Series 6 and 63 are licensing exams for representatives involved in selling investment products like mutual funds and variable products. Series 7, on the other hand, covers a broader range of securities and is required for those engaging in more comprehensive securities transactions. While Series 6 and 63 focus on specific product sales and state registration, Series 7 provides a more extensive license for a wider array of securities activities.

What can I do with a Series 6 and 63 license?

A Series 6 and 63 license allows a financial professional to sell mutual funds, variable annuities, and other investment products, as well as provide investment advice to clients. These licenses are typically required for roles such as financial advisors, broker-dealer representatives, and securities agents. Holding both licenses enables compliance with industry regulations and broadens the scope of permissible financial services.

What jobs can I get with Series 6 and 63?

With Series 6 and 63 licenses, individuals can work as financial representatives, selling mutual funds, variable annuities, and insurance products. These licenses are often required for roles such as financial advisors, investment representatives, and securities agents in brokerage firms or financial services companies. They enable compliance with industry regulations and are essential for client-facing sales positions in the finance sector.
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What states have the most Series 6 And 63 jobs?

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What job categories do people searching Series 6 And 63 jobs look for?

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Series 6 And 63 jobs near you
Infographic showing various Series 6 And 63 job openings in the United States as of August 2026, with employment types broken down into 100% Full Time. Highlights an 100% In-person job distribution, with an average salary of $78,333 per year, or $37.7 per hour.

Financial Services Representative - State Farm Agent Team Member

Ryan Brewington - State Farm Agent

Clifton Heights, PA • On-site

$50K - $70K/yr

Full-time

Re-posted 4 days ago

Job description

.ROLE DESCRIPTION:
As a Financial Services Representative - State Farm Agent Team Member with Ryan Brewington - State Farm Agent,  you will successfully market the financial products that manage everyday risks. Your proficient knowledge of financial products reinforces your sales-minded and consultative approach to educating customers on their financial options. Your analytical precision makes you an invaluable resource to customers and a competitive addition to a successful agency.
RESPONSIBILITIES:
  • Consult customers with financial planning and investment options.
  • Assist customers with portfolio management and asset allocation.
  • Conduct financial reviews and recommend appropriate products.
  • Maintain compliance with financial regulations.
QUALIFICATIONS:
  • 3+ years of experience in financial services.
  • Analytical and communication skills.
  • Series 6/63/65 or SIE licenses preferred.
  • SIE, Series 6/63/65, and other relevant certifications.