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Congrats to Chad Odell – Series 65

Congratulations to Longview’s Chad Odell who recently passed the Series 65 exam!

Designed by the North American Securities Administrators Association (NASAA) and administered by the Financial Industry Regulatory Authority (FINRA), the Series 65 is an exam and securities license required for individuals to act as investment advisers in the US. The Series 65 exam, known formally as the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics, and various topics important to the role of a financial adviser.

We are so proud of you, Chad!