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Investor types and access tiers

Series 7, 65, and 82

Series 7, 65, and 82 are FINRA securities licenses. If you hold one in good standing, you can qualify as an accredited investor regardless of your income or net worth.

Example: If you hold a Series 65 license in good standing, you may qualify even if your income is below $200,000.

Try the Accreditation Tracker

Back to the glossary

Knowing the language helps you follow the conversation. Knowing what to ask is how you participate in it.

Understanding the terms is a first step. The Aligned Capital Program uses them to teach you how to evaluate a fund and prepare the questions to ask its manager.

Explore the Aligned Capital Program