Register your own investment adviser

Peachvest helps you register you as an investment adviser so you can begin your own investment advisory practice.

Get Started

Our Experience

60+
Subscribed Users
25+
Fully registered users
2023
Founded

How does it work?

You take the Series 65 exam. We help you register your own investment advisory.

See how it works

1. Fill out the registration form with Peachvest

2. Schedule, study for, and pass your Series 65 exam

3. Register your investment advisory with help from Peachvest

4. Operate your own investment advisory

Hear what Peachvest customers say

60+
Subscribed Users
20+
Registered Users

Enhance your financial education.

We believe secondary and post-secondary institutions have failed to equip individuals with the necessary financial education succeed in today's economy. It's our long-term mission to fix this.

How it Works

Become an investment adviser.

By registering, you can practice as an investment adviser. This allows you to generate additional income provided you work within the compliance framework established.

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The Process
Private Markets
opportunities

Unlock private market opportunities.

With our process, you will become eligible to invest in opportunities limited to only accredited investors.

Get Started

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Pricing

Contact us today for a free consultation

Fill out the form below to get started.

Frequently asked questions

Do you have examples of past case results?

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Do you offer consulting work abroad?

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How do I get in touch with your firm?

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Do you offer hourly consulting services?

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What is Peachvest?

Peachvest is a consulting company that helps users register for and prepare for theSeries 65 exam and provides consulting services to help users register their own investment advisories.

What is the Series 65 exam?

The Series 65 exam is the Uniform Investment Adviser Law Examination, a professional license exam designed to qualify candidates as investment adviser representatives.

The exam consists of 130 multiple choice questions taken on a computer in a proctored exam testing center. Exam takers are allotted 3 hours to take the test. Test takers must answer 92 of 130 questions correctly (72%) to pass.

You can take the exam at a testing center in most cities in the US and many major cities across the world. The test fee is $187.

Frequently asked questions

Do you have examples of past case results?

Orci bibendum enim dui lacus est amet odio id sit auctor eget commodo volutpat iaculis sed ipsum lacus feugiat.

Do you offer consulting work abroad?

Orci bibendum enim dui lacus est amet odio id sit auctor eget commodo volutpat iaculis sed ipsum lacus feugiat.

How do I get in touch with your firm?

Orci bibendum enim dui lacus est amet odio id sit auctor eget commodo volutpat iaculis sed ipsum lacus feugiat.

How do I get in touch with your firm?

Orci bibendum enim dui lacus est amet odio id sit auctor eget commodo volutpat iaculis sed ipsum lacus feugiat.