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Series 65 Review: Definition of investment adviser

Review definition of investment adviser for this Series 65 question with the key prompt clue, correct-answer reasoning, distractor checks, and sources to verify next.

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This question-specific review guide is tied to the answer reasoning for a PracticeTestVault item. Use it after you answer the question so the review stays focused on what the prompt actually tested.

What this question is testing

Objective: Definition of investment adviser

Prompt focus: Under the Investment Advisers Act, a person who meets the three-part definition of an investment adviser does which of the following for compensation?

Why the correct answer works

Provides advice about securities as part of a regular business

Correct. An investment adviser provides advice about securities as part of a regular business and is compensated for it.

Why the tempting wrong answer fails

Selling insurance policies is not the same as providing securities advice for compensation.

Plain-language takeaway

Use the rationale to connect the prompt clue, the correct choice, and the tested objective before retaking a similar item.

Simple analogy

Think of definition of investment adviser like following a short checklist: identify the clue, confirm the rule, and then make the move that fits this exact scenario.

How to review it before a retake

  • Underline the command word and name what the question is asking before rereading the choices.
  • Compare the correct answer against the closest distractor and write the exact detail that separates them.
  • Retest this objective with a fresh question without looking at the rationale first.

Sources to verify next