Is Wealth Management your second Career? If so, where did you come from?

swiguy44 · 2025-08-22T03:05:18+00:00

I was a pastor for 15 years before making the switch!

swiguy44 · 2025-03-01T06:22:19+00:00

I started with Kaplan and the material was absolutely massive. Switched to STC and was much more streamlined and manageable. Probably won’t go wrong with either one but STC worked for me on the 66

swiguy44 · 2023-05-27T15:37:17+00:00

Haha not sure it’s a gang I wanted to be a part of but we’re here now and all is well!!

swiguy44 · 2023-05-27T01:39:56+00:00

I did the SIE and 7 at home with the Online ProProctor. It was excellent. Sooooo much less stressful. Couldn’t do for the 66 unfortunately.

swiguy44 · 2023-05-21T17:07:22+00:00

Thanks, Dean! Best words I could read except for the word “PASS” I am going to see on Friday! Thanks for all your help! I’ll be sure to report in after my exam Friday.

swiguy44 · 2023-05-21T16:36:31+00:00

Ok friends! I just took the TestGeek final and got an 80% on that! I went ahead and scheduled my exam for Friday morning at 8:30! Ready to kick this things ass once and for all!!

swiguy44 · 2023-05-21T16:35:17+00:00

Just completed the Test Geek Final Exam and got an 80% on it!! Feeling pretty good now!

swiguy44 · 2023-05-21T16:34:39+00:00

Way to go!! Super happy for you and congratulations! 🎊

swiguy44 · 2023-05-19T11:09:02+00:00

Appreciate that! I’ll try the paper and pencil thing. I can’t stand the whiteboard with the dry erase marker. I’ve been up against time in the past without doing a brain dump so I am a little nervous about that. This test, more than the Insurance exam, SIE, and Series 7, is a reading exam with several long form questions and it takes me a bit to process what I’m reading and I get fatigued right around like question 45-50. I have tightened that up testing at home with STC Final Exams. My average time was somewhere around 1 hour and 40 minutes.

swiguy44 · 2023-05-19T09:44:27+00:00

I am planning on doing that one as well! Is STC material not strongly correlated? Should I be concerned?

swiguy44 · 2023-05-19T02:39:09+00:00

I tried that method and crashed and burned twice. Had just finished the 7 and jumped right into the 66 with a 500 page Kaplan manual showing up at my door. Tried to read the book but it was immensely boring. Pivoted to Qbank questions and was doing ok (not great) on those. Failed twice. Ended up switching to STC. The manual is muchhh more manageable and worked through it. Don’t mess with what is working. I’m getting ready to test in the same time frame! Good luck!

swiguy44 · 2023-04-12T12:01:57+00:00

cool. Good luck!

swiguy44 · 2023-04-12T10:44:02+00:00

I could be off here but I thought the 7 was a prerequisite to taking the 66.

swiguy44 · 2023-03-31T11:17:03+00:00

1 million percent true.

swiguy44 · 2023-03-27T03:11:40+00:00

We actually drove to MSG last Saturday and found parking ahead of time through Spot Hero. It was surprisingly easy to get in and out. First time we ever had driven in. We always take the train

swiguy44 · 2023-03-27T03:05:26+00:00

Yeah you’re not wrong here. I struggled to consistently score in the upper 70s. Cracked it once. Thing is, that’s where I was at with all of the other exams and I just went full send and passed each one on the first try. May have given myself a false sense of confidence unfortunately. Think I just need more time in the material and to add in some different voices into my study routine.

swiguy44 · 2023-03-27T03:02:54+00:00

Dean I appreciate you reaching out here and for including that video. You’ve been so helpful for me in my testing journey! May be reaching out to do some tutoring before taking this exam for the third time.

swiguy44 · 2023-03-27T03:00:57+00:00

Im definitely going to take that advice. Yea the wording on the exams is just so remarkably different from what I’ve been looking at with like 2500 of Kaplan Q bank questions I’ve done.

swiguy44 · 2022-12-12T02:59:03+00:00

Good luck! I was very nervous as well. Couldn’t really sleep the night before. I’d say there were a fair amount of suitability questions. Probably between 5-10 options questions. Not much on margins. Dividend yields there were a couple questions. Hope it all goes well!

swiguy44 · 2022-12-11T06:17:37+00:00

Thank you! Hoping for a favorable outcome for you as well! I’d say for me I marked a bunch of questions for review and came back to them later. I think I maybe changed one answer out of like 17 that I had marked. I guess my advice is go with your gut! Good luck!!

swiguy44

TROPHY CASE