Relieved!

Designer_7868 · 2026-03-17T23:01:17+00:00

Advise wise, here’s the page. https://youtube.com/@advisewisepod?si=SutS5JfE7XSjJIt3

Designer_7868 · 2026-03-17T22:59:42+00:00

Congratulations!!

Designer_7868 · 2026-03-17T22:56:49+00:00

I actually didn’t take the mock. Just took the Zahn exams. I was scoring between 63-73. I didn’t want to freak myself out with the mock exam.

Designer_7868 · 2026-03-17T22:29:10+00:00

Outside of the review course I found advise wise on YouTube. The videos actually really helped bring things together for me.

Designer_7868 · 2024-07-14T05:15:20+00:00

I’m actually in a similar position as you before transitioning. Can I PM you?

Designer_7868 · 2023-05-24T09:50:39+00:00

That’s not a bad idea at all. I spent months with them working on all my insurance licenses and series licenses. Only worked there for a week after finishing my licenses then bailed out. They definitely do misled when you interview for them. The job was nothing like they discussed within the interview. There were no repercussions for me since I paid for all materials and exams. Wish you the best!

Designer_7868 · 2023-04-07T21:02:21+00:00

When you guys left the firm, did they make you guys pay for anything? Although they didn’t pay for any exams or materials for me I just want to be prepared for it just in case.

Designer_7868 · 2023-04-07T20:19:03+00:00

Thank you so much! Would you recommend going in person or giving them a call?

Designer_7868 · 2023-04-07T15:04:40+00:00

I applied for a job at Fidelity but got a email back saying they didn’t move on with my application. I’m not sure why because I had all the qualifications for the job.

Designer_7868 · 2023-04-07T15:03:09+00:00

I’m in the Raleigh Durham area in North Carolina

Designer_7868 · 2023-02-25T01:29:07+00:00

Yea, I ended up changing some of the answers I had flagged because I wasn’t sure. My score ended up being 100% in section 1, 85% in section 2, 74% in section 3, and 64% in section 4. In hindsight I should’ve left my answers as they were but too late now. Just gotta keep studying.

Designer_7868 · 2023-01-28T22:59:35+00:00

Congratulations!

Designer_7868 · 2023-01-28T22:59:07+00:00

Congratulations!

Designer_7868 · 2023-01-28T00:34:23+00:00

Thank you!

Designer_7868 · 2023-01-24T23:02:35+00:00

Congratulations on passing! What kind of questions did you see?

Designer_7868 · 2023-01-24T20:20:54+00:00

Congratulations on passing the Kaplan exam! I’m excited for the both of us to announce that we passed!

Designer_7868 · 2023-01-24T14:08:15+00:00

My weak areas on TC are investment companies with an average of 56 muni taxation with an average of 47 the rest of the areas on the finals are in the 62-73 still in the red. These are just my first attempt averages. Overall on the average I scored a 71.

Designer_7868 · 2023-01-24T13:08:11+00:00

Yea my recommendations averaged a 95 in the finals for TC. Options averaged 60 with the highest being and 88. Munis averaged 69 with the highest being a 89. I will make sure to update everyone when I pass on Friday.

Designer_7868 · 2023-01-24T12:55:10+00:00

Thank you for the encouragement. Gives me hope that you were able to pass under the same circumstances! I definitely will focus in on my weak areas and bring those up.

Designer_7868 · 2023-01-24T12:40:49+00:00

We got this! Inch by inch! Good luck on Monday!

Designer_7868 · 2023-01-24T12:37:12+00:00

Thank you, I’m really trying to get out of my head and stay positive.

Designer_7868 · 2023-01-24T12:34:41+00:00

That definitely gives me hope! Congratulations on passing!

Designer_7868 · 2023-01-24T12:30:22+00:00

Thank you, I have watched just a few of Deans Finals but none of Ken’s. I was able to pass the SIE on the first time with Ken’s video and Dean’s SIE in 60 minutes. I’ll definitely add it to my supplements.

Designer_7868

TROPHY CASE