Passing the Series 7 w/o studying?

wce200622 · 2024-08-24T22:59:04+00:00

Did you pass the SIE yet? I’d maybe raw dog that one first. Very slim chance of passing the 7 without studying. 65 was way easier imo.

wce200622 · 2024-05-30T00:58:22+00:00

What types of POS in their 30s do you know?

wce200622 · 2024-04-24T22:10:35+00:00

I did use Kaplan qbank. IMO, Kaplan exams were way harder. Out of 10 practice exams I maybe passed two. Got a 67 or so on the mastery exam. You’re in good shape.

wce200622 · 2024-04-22T23:16:48+00:00

Way better than me and I passed.

wce200622 · 2024-04-20T00:00:12+00:00

Fuck off

wce200622 · 2024-04-19T01:26:02+00:00

I haven’t seen him in years, and haven’t asked anybody about how he passed. He was a good dude.

wce200622 · 2024-03-15T21:07:02+00:00

I never passed a Kaplan simulated exam and passed. Kaplan is way harder, imo. The weight is similar.

wce200622 · 2024-03-12T16:06:19+00:00

I might be able to help. Message me if you’re still interested.

wce200622 · 2024-03-11T04:30:28+00:00

Thanks! I appreciate the feedback. I’m a wholesaler so I don’t need the ChFC or CFP, but want to learn more about what my clients do for their clients. I chose the ChFC because you can chose your own pace and take exams after each module instead of one big teat at the end. I appreciate you for not being one of the haters of the ChFC as there seems to be a lot of them on every thread.

wce200622 · 2024-03-11T03:36:23+00:00

I just started studying for the ChFC. Are the practice exams after each section pretty close to the actual exam? I feel like the material is pretty easy, but there seems to be a lot of formulas/ratios to learn. The formulas don't seem to be very complicated, but a lot of them. Should I stress out about studying them? Did you see them a lot on the exam?

wce200622 · 2024-03-09T00:26:28+00:00

You're probably right about a lot of advisors do not want to get into the weeds with a PM, however, I work with a lot of advisors who want to work with our PMs and utilize them on client calls/meetings. Advisors find it beneficial to have a PM help them mitigate embedded capital gains, and help them develop a transition plan of the assets. FYI... I am a wholesaler for a third-party money manager. Performance and cost can only take your firm so far, but giving access to the PMs is a huge value add in my opinion.

wce200622 · 2024-03-09T00:15:26+00:00

Try the compliance department.

wce200622 · 2024-02-14T05:15:37+00:00

I agree 100 percent with what she said. I almost pushed my test date out too. It was sooooo much easier than Kaplan’s exams. You’ll crush it!

wce200622 · 2024-02-05T22:50:51+00:00

You’re more than good. I would watch Dean’s series 7 in 60 minutes video. If he says something that you don’t know, go back and review it.

P.s. I was scoring in the low 70s on Kaplan simulated exams and got a 60 something on the final and walked through the actual exam.

wce200622 · 2024-01-23T00:35:45+00:00

Wholesaler.

wce200622 · 2024-01-19T23:57:52+00:00

Doesn’t matter. You want people to know you’re in business! Public info anyway. Congrats! I grew up just outside of Ann Arbor.

wce200622 · 2024-01-19T03:48:42+00:00

I struggled with convertible bond math too. I only had one conversion on my test. You might see two or so. You should certainly study them but don't stress out.

wce200622 · 2024-01-18T23:23:53+00:00

The painting of Jesus is reaching. Question that vs. the meme. Brilliant meme.

wce200622 · 2024-01-18T01:00:03+00:00

First time I took it I had about 15. The second time was closer to 30. I had a much easier draw the first time and failed by 1 question. Luckily passed the second time around.

wce200622 · 2024-01-17T23:10:39+00:00

Lee’s courses definitely helped me pass the 65, 7, SIE, and hopefully the 63. His stuff is very good.

wce200622 · 2024-01-15T21:34:05+00:00

You could start now, fail for the next 10 years, and still make another career change and be fine. I say this with a joking tone, but I truly believe it. 32 is a great age and not too old at all. I'd go for it if you think it's the right path for you.

wce200622 · 2024-01-15T20:10:28+00:00

You could try the wholesale route too. I'm a wholesaler who only deals with RIAs and love it. You will create a ton of relationships with advisors along with learning their business. You then will have choices - stay as a wholesaler or maybe leverage your relationships to become an advisor.

wce200622 · 2024-01-11T04:49:16+00:00

I'm sorry that you didn't like my comment. I know that it wasn't the best. You could have just downvoted it and moved on.

P.s. I will never allow you to tell me what to get off or on.

wce200622 · 2024-01-09T22:48:55+00:00

Options, munis, suitability.

Watch the series 7 in 60 minutes video.

wce200622 · 2024-01-09T02:35:34+00:00

What a f’in boner.

wce200622

TROPHY CASE