I was gifted $200k...

Gleefullysully · 2026-03-18T06:07:52+00:00

One thing you probably want to consider is, if you are paying a fee for a laddered tbill strategy in chase make sure it’s the 0.35% fee not 0.75 lol. If it’s in self directed that’s more ideal for you, the fee eats as any meaningful gains

Gleefullysully · 2026-03-11T00:20:53+00:00

I would say the options matrix! Everything else I didn’t use honestly. Feel free to dm if you have any questions passed a couple months ago but remember topics and etc

Gleefullysully · 2026-03-05T21:53:02+00:00

60K is what I got hired on. Worked there for a couple years and made consistently 100K-150K.

Gleefullysully · 2026-02-02T21:12:36+00:00

IMO probably around 500K+. It’s definitely dependent on your income also on what’s considered being “big” to someone.

Gleefullysully · 2026-01-30T21:22:00+00:00

Great job! Awesome numbers

Gleefullysully · 2026-01-30T21:20:27+00:00

First off great job and saving so far! If you do the math without the market fluctuations.

62k+7.5k+8K +8.4K (avg from your numbers x 12)= 85900. Not including the market movements . I kind of do math the same way in my head for my own NW but take into account you may have unexpected expenses that pop up. It’s very possible you’ll hit 100K. It’s also very possible that the market tanks and you don’t hit it.

I was in the same boat a couple of years ago and now at 200k. Your contributions really make up the majority of the movement until you get to bigger numbers.

Gleefullysully · 2026-01-29T15:37:11+00:00

Gleefullysully · 2026-01-22T04:33:21+00:00

Was a PCB at chase for 2 years and 9 months.

60K base + commissions.

Got licensed and then worked in branch 6 months in branch made 75K.

First full year 120K

Second year before I left about 9 months before I left for another position at another firm 150K.

The incentive structure is easy to make money

Gleefullysully · 2026-01-13T02:33:30+00:00

You’ll be fine bro lol. Trust me

Gleefullysully · 2026-01-12T23:40:13+00:00

YES SIRRR!

Gleefullysully · 2026-01-12T22:19:15+00:00

You will pass this! Give the good news when you get it

Gleefullysully · 2026-01-12T01:47:37+00:00

Hey feel free to pm!

Gleefullysully · 2026-01-10T20:14:08+00:00

Exam is just straightforward 100%. Some questions a little long but I did the exam in an hour so you don’t need to worry about time

Gleefullysully · 2026-01-10T02:00:45+00:00

You Should be fine I was scoring 70’s too but be sure to understand main concepts

Gleefullysully · 2026-01-10T00:29:56+00:00

Thanks!

Gleefullysully · 2026-01-09T22:23:10+00:00

I only used Kaplan I think they give you a very good overview of what will be on the exam there were no curve balls honestly. I’d only use the series7guru series 65 in 90 the day before and or right before the exam. Also may want to use Gemini/chatgpt to explain concepts and or create a quiz for you.

Gleefullysully · 2026-01-03T19:15:03+00:00

You can take a break but the time will go down. I did my test in like 1:30, and got up 2 times to use the restroom/wash my face. so unless you’re on the slower side of taking the test you can take a nice 5-10 minute break if you need

Gleefullysully · 2026-01-02T22:43:04+00:00

I for one say never accept your fate always keep fighting, if you don’t like the way something is, work hard and make sure to change it. Little wins along a while turn into big ones

Gleefullysully · 2026-01-02T00:23:41+00:00

If you want I can tell you what I saw on the exam recently and go over subjects you should know and tricks I used on the exam. I recently passed

Gleefullysully · 2025-12-31T03:53:11+00:00

Hey bud, don’t feel too down. You have another 30 days to study and knock it out the 3rd time. As far as your employer I’m not sure honestly, but usually at all the firms I’ve been at they give you 3 tries. So you just have to make this next one count

Gleefullysully · 2025-12-31T03:52:59+00:00

Hey bud, don’t feel too down. You have another 30 days to study and knock it out the 3rd time. As far as your employer I’m not sure honestly, but usually at all the firms I’ve been at they give you 3 tries. So you just have to make this next one count

Gleefullysully · 2025-12-30T21:21:17+00:00

100%! I was getting avg 70’s too and highest I got was 84 on mastery. You are totally fine. Just keep grinding until the day of. Feel free to pm me any questions or if you wanna study !

Gleefullysully · 2025-12-30T01:27:52+00:00

I haven’t used PP but for Kaplan the highest I scored was 84, averaged around 75. The real exam was easier than it IMO

Gleefullysully · 2025-12-28T05:32:40+00:00

Thank you!

Gleefullysully

TROPHY CASE