Terms of Use

Effective Date: December 2025 | Last updated: January 2026

⚠️ IMPORTANT: Not Financial Advice

SeriesExamReview provides educational content about Series exam preparation courses. We are not licensed investment advisers, broker-dealers, or financial professionals.

Nothing on this Site constitutes financial, investment, legal, or tax advice. Our content is for informational and educational purposes only. Always consult with qualified licensed professionals before making financial or career decisions.

1. Acceptance of Terms

Welcome to SeriesExamReview ("we," "us," "our," or "the Site"). By accessing or using seriesexamreview.com, you agree to be bound by these Terms of Use ("Terms"). If you do not agree to these Terms, please do not use our Site.

These Terms constitute a legally binding agreement between you and SeriesExamReview. We reserve the right to update these Terms at any time. Your continued use of the Site after changes are posted constitutes acceptance of the updated Terms.

For information about how we collect and use your data, please see our Privacy Policy.

2. Description of Service

SeriesExamReview is an independent review website that provides:

  • Reviews and comparisons of Series exam prep courses (SIE, Series 6, 7, 63, 65, 66)
  • Honest opinions based on hands-on testing of prep courses
  • Affiliate links to course providers
  • Educational content about exam preparation strategies

We test courses anonymously, evaluate them based on objective criteria, and publish merit-based rankings. See our Methodology page for details on our review process.

3. Not Financial Advice Disclaimer

SeriesExamReview is not a licensed financial advisory firm, broker-dealer, or registered investment adviser. Our content is educational only and should not be construed as:

  • Financial, investment, legal, or tax advice
  • A recommendation to pursue a career in finance
  • A guarantee of passing any exam
  • Personalized guidance for your specific situation

Exam success depends on many factors beyond our control, including your effort, study habits, background knowledge, test-taking skills, and exam difficulty. We make no guarantee that using any prep course reviewed on this Site will result in passing the exam.

Before making career or educational decisions, consult with qualified licensed professionals such as career counselors, financial advisers, or exam sponsors.

4. Affiliate Relationships Disclosure

We earn affiliate commissions when you purchase prep courses through our links. This means:

  • When you click an affiliate link and make a purchase, the course provider pays us a commission
  • This costs you nothing extra - prices are the same whether you use our links or not
  • Different providers pay different commission rates
  • Our rankings are merit-based and NOT influenced by commission rates

We maintain strict editorial independence. If the best course pays us nothing, we will still rank it #1. For full details on our affiliate relationships and how we ensure unbiased reviews, see our Affiliate Disclosure page.

We comply with FTC guidelines (16 CFR Part 255) on endorsements and testimonials.

5. Intellectual Property Rights

All content on this Site, including text, graphics, logos, images, reviews, methodology, and software, is the property of SeriesExamReview and is protected by copyright and other intellectual property laws.

You may not:

  • Reproduce, distribute, or republish our content without written permission
  • Use our content for commercial purposes
  • Modify, adapt, or create derivative works from our content
  • Scrape or use automated tools to extract content from our Site

You may: Share links to our content, quote short excerpts with proper attribution, and use our content for personal, non-commercial purposes.

6. User Conduct

When using our Site, you agree not to:

  • Violate any local, state, national, or international laws
  • Scrape, spider, or use automated tools to access the Site
  • Attempt to gain unauthorized access to our systems or networks
  • Introduce viruses, malware, or other harmful code
  • Interfere with the proper functioning of the Site
  • Impersonate any person or entity
  • Harass, abuse, or harm other users
  • Use the Site for fraudulent or deceptive purposes

7. Disclaimer of Warranties

THE SITE AND ALL CONTENT ARE PROVIDED "AS IS" AND "AS AVAILABLE" WITHOUT WARRANTIES OF ANY KIND, EITHER EXPRESS OR IMPLIED.

We disclaim all warranties, including but not limited to:

  • Accuracy: We strive for accuracy but cannot guarantee all information is current, complete, or error-free
  • Course Quality: We review courses honestly but cannot guarantee their effectiveness for your specific needs
  • Exam Success: We make no warranty that using any reviewed course will result in passing the exam
  • Availability: We do not guarantee the Site will be available 24/7 or free from errors, bugs, or interruptions

Prep courses change over time. Providers may update pricing, features, or content after our reviews are published. Always verify current information directly with course providers before purchasing.

8. Limitation of Liability

TO THE FULLEST EXTENT PERMITTED BY LAW, SERIESEXAMREVIEW SHALL NOT BE LIABLE FOR ANY INDIRECT, INCIDENTAL, SPECIAL, CONSEQUENTIAL, OR PUNITIVE DAMAGES ARISING FROM YOUR USE OF THE SITE.

This includes, but is not limited to, damages for:

  • Exam failure or exam-related expenses
  • Poor course quality or dissatisfaction with a purchased course
  • Lost time, money, or career opportunities
  • Reliance on inaccurate or outdated information
  • Data loss, system failures, or technical issues

You assume all risk when selecting and purchasing exam prep courses. We provide opinions and information, but you are responsible for making your own informed decisions.

Some jurisdictions do not allow limitations on implied warranties or liability, so some of the above limitations may not apply to you.

9. Indemnification

You agree to indemnify, defend, and hold harmless SeriesExamReview and its affiliates from any claims, damages, losses, liabilities, and expenses (including legal fees) arising from: (a) your use of the Site, (b) your violation of these Terms, or (c) your violation of any third-party rights.

10. Changes to These Terms

We reserve the right to modify these Terms at any time. Changes will be posted on this page with an updated "Last updated" date.

Significant changes will be communicated via a prominent notice on our Site. Your continued use of the Site after changes are posted constitutes acceptance of the updated Terms.

11. Governing Law

These Terms are governed by and construed in accordance with the laws of the State of Florida, without regard to conflict of law principles.

Any disputes arising from these Terms or your use of the Site shall be resolved in accordance with the laws of the State of Florida. You agree to submit to the exclusive jurisdiction of the courts located in Florida for the resolution of any disputes.

12. Contact Information

If you have questions about these Terms, please contact us:

Email: contact@seriesexamreview.com

For questions about our review process, see our Methodology page.
For privacy-related questions, see our Privacy Policy.

Ready to Find the Best Prep Course?

See our honest, unbiased rankings based on rigorous testing.

View Series 65 Reviews