Skip to content
English
Go to northcapital.com
  • There are no suggestions because the search field is empty.

How can investors be accredited based on professional status?

  • A person registered with a broker-dealer or registered investment adviser can provide their CRD number for accreditation. The individual must have the Series 7, Series 65, or Series 82 professional designations for accreditation.
  • The registered individual must be actively registered with a broker-dealer or investment adviser to be accredited on this basis.