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Updated over 1 year ago, 05/18/2023
Has anyone used Regdee to become accredited?
Hi all,
I was curious if anyone has used Regdee to gain their accredited status. For those not familiar, they guide you down the path of taking the Series 65 Investment Advisor exam and handle all of the legalities, filings, and upkeep for maintaining an Active status within their own advisory firm. It seems like a very complex process to do on your own but wanted others' advice/thoughts on whether this is worth 500/yr. I'm tired of playing speed date with sponsors only to never be contacted with any deals as a non-accredited investor. TIA