Financial Officer License in Florida
Quick Answer
Florida requires passing the Series 65 or Series 7+66 exams and IARD registration through the Office of Financial Regulation. COS data did not provide a specific financial planner listing.
- Exam
- Series 65 or Series 7 + Series 66
- Total Cost
- $500 (est.)
- Timeline
- 2-4 months
- Background Check
- Required
- Renewal
- Every Annually (December 31)
Requirements
Financial Officer license in Florida
Estimated Costs Est.
- Exam Fee
- $305
- Total Estimated Cost
- $500
Cost Breakdown
Estimated costs for getting your Financial Officer license in Florida. Values marked "Est." are extracted from official descriptions.
Enter the cost of your pre-licensing education program
Fees marked "Est." are extracted from official descriptions and may not reflect current pricing. Verify with the Florida licensing board.
Financial Officer Salary in Florida
Entry Level
$47,460
Median
$88,040
Experienced
$239,200
Source: Bureau of Labor Statistics. Salary data is for informational purposes only.
How to Get Licensed
Step-by-step roadmap to becoming a licensed Financial Officer in Florida.
- 1
Submit Background Check
No criminal record prohibitions
- 2
Submit Your Application
File your application with the licensing agency.
- 3
Receive Your License
Processing typically takes 2-4 months.
Financial Officer Licensing in Florida: What to Know
NO MATCH: The COS database returned a generic Financial Officer reference (Florida Statute 489, Part II) for Florida instead of a financial planner/investment adviser entry. Florida regulates investment advisers through the Office of Financial Regulation (OFR). Investment Adviser Representatives must register through the IARD system and pass the Series 65 or Series 7 + Series 66. Florida is known for having a large financial services industry and strictly enforces registration requirements for anyone providing investment advice for compensation.
Frequently Asked Questions
- How much does a Financial Officer license cost in Florida?
- The estimated total cost is $500, including application fees, exam fees ($305), and education costs.
- How long does it take to get a Financial Officer license in Florida?
- The process typically takes 2-4 months, depending on education completion and exam scheduling.
- What exam do I need for a Financial Officer license in Florida?
- You need to pass the Series 65 or Series 7 + Series 66. N/A
Considering another state?
Compare Financial Officer requirements across states.
View all states →Data from CareerOneStop (DOLETA/DEED). Last updated: February 15, 2026.