LicenseCompass

Securities Salespeople License in Montana

Quick Answer

Montana requires passing the Series 65 or Series 7+66 exams and IARD registration through the State Auditor's Office, Commissioner of Securities and Insurance.

Exam
Series 65 or Series 7 + Series 66
Total Cost
$500 (est.)
Timeline
2-4 months
Renewal
Every Annually (December 31)

Requirements

Securities Salespeople license in Montana

gold
Veterans Benefits
N/A - Not displayed

Estimated Costs Est.

Exam Fee
$305
Total Estimated Cost
$500

Licensing Agency

State Auditor's Office

Cost Breakdown

Estimated costs for getting your Securities Salespeople license in Montana. Values marked "Est." are extracted from official descriptions.

Enter the cost of your pre-licensing education program

$
Exam FeeEst.$305
Total Estimated Cost$305

Fees marked "Est." are extracted from official descriptions and may not reflect current pricing. Verify with the Montana licensing board.

Securities Salespeople Salary in Montana

Entry Level

$52,340

Median

$96,670

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 Securities Salespeople in Montana.

  1. 1

    Submit Your Application

    File your application with the licensing agency.

  2. 2

    Receive Your License

    Processing typically takes 2-4 months.

Securities Salespeople Licensing in Montana: What to Know

Montana lists Securities Salespeople through the COS database. Securities salespeople are also called brokers or stockbrokers. While this listing covers securities agents rather than financial planners specifically, Investment Adviser Representatives in Montana must register through the IARD system under the State Auditor's Office, Commissioner of Securities and Insurance, and pass qualifying FINRA examinations.

Frequently Asked Questions

How much does a Securities Salespeople license cost in Montana?
The estimated total cost is $500, including application fees, exam fees ($305), and education costs.
How long does it take to get a Securities Salespeople license in Montana?
The process typically takes 2-4 months, depending on education completion and exam scheduling.
What exam do I need for a Securities Salespeople license in Montana?
You need to pass the Series 65 or Series 7 + Series 66. N/A

Considering another state?

Compare Securities Salespeople requirements across states.

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Data from CareerOneStop (DOLETA/DEED). Last updated: February 15, 2026.