Episodes

Friday Aug 04, 2023

Wednesday Jun 28, 2023
Series 7 Tips and Tricks Guerilla stye (Quick and Dirty )
Wednesday Jun 28, 2023
Wednesday Jun 28, 2023

Sunday Jun 18, 2023
Finance terms you need to know Letter R #series7 #series65 #sieexam
Sunday Jun 18, 2023
Sunday Jun 18, 2023

Tuesday Jun 06, 2023
Finance Terms you need to know P-Q for the Series 7 Exam and Series 65 Exam
Tuesday Jun 06, 2023
Tuesday Jun 06, 2023

Friday Jun 02, 2023
Series 65 Updated topics: Digital Assets
Friday Jun 02, 2023
Friday Jun 02, 2023
we're going to discuss what you need to know about Digital Assets for the Series 65 Exam. This is an important update to the Series 65 Exam, so be sure to watch this video to learn everything you need to know!
We'll discuss topics like legal requirements, product definition, and storage considerations. After watching this video, you'll be prepared to take the updated Series 65 Exam.

Tuesday May 30, 2023

Tuesday Apr 11, 2023

Thursday Apr 06, 2023

Friday Mar 24, 2023
Series 7 Exam Prep:Retirement accounts: A Quick Overview
Friday Mar 24, 2023
Friday Mar 24, 2023
Retirement Accounts 101 this episode provides an overview of various types of retirement accounts, including 401(k)s, IRAs, and Roth IRAs. The podcast presents information on how these accounts work, their potential benefits, and the tax implications of each. While not offering advice, the podcast aims to educate listeners on the basics of retirement accounts to help them make informed decisions about their financial futures.

Thursday Mar 09, 2023
Do I need to be sponsored to take the Series 7 Exam ?
Thursday Mar 09, 2023
Thursday Mar 09, 2023
Yes, in order to take the Series 7 exam, you must be sponsored by a FINRA member firm. The Series 7 exam is a requirement for individuals who wish de become registered representatives and sell securities products, and FINRA requires that individuals be sponsored by a member firm in order to take the exam. The sponsoring firm will typically provide the necessary training and support for the individual to prepare for the exam.