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
Estimated Costs Est.
- Exam Fee
- $305
- Total Estimated Cost
- $500
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
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
Submit Your Application
File your application with the licensing agency.
- 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.
View all states →Data from CareerOneStop (DOLETA/DEED). Last updated: February 15, 2026.