Since 1992 while studying for my Series #7 licensing exam and after writing the “Quick #7” in 1993, I have been helping individuals pass all of the stockbroker licensing exams. Strategically positioned using the best securities preparation material in the business—Pass Perfect– I have taught thousands of people—classroom sizes of over 50 to individual instruction. Furthermore, unlike other trainers who have never taken a securities exam, in my career, I have taken (and passed) the following licensing exams: 3, 7, 24, 63, & 65.
Most people find that studying with me will be anything but boring. I provide a solid regimen of coaching so that people know exactly what to expect on their exam...and we go through materials so that one can pass their securities exam “the first time around”.
I have instructed for the following firms and/or associated individuals (note some firms have merged, been acquired, or are now defunct--I am still around):
Most people find that studying with me will be anything but boring. I provide a solid regimen of coaching so that people know exactly what to expect on their exam...and we go through materials so that one can pass their securities exam “the first time around”.
I have instructed for the following firms and/or associated individuals (note some firms have merged, been acquired, or are now defunct--I am still around):
AIG, AllState, Allen & Co., American Stock Exchange, and Ameriprise
Bank of America, Bear Sterns, Berenberg Capital Markets, and Broker’s International
Charles Schwab, Citigroup, Citizens Securities, Coburn & Meredith, Commonfund, Coutts & Co., Cowen & Co., and Credit Suisse Securities
DA Davidson and Dresdner Kleinwort
Fidelity Investments and First Union
GE Commercial Finance, Greenwich Capital Markets, Gruppo Levey
Herzog Heine Geduld
ING and Instinet
JC Bradford and JP Morgan
Legg Mason and LPL
M&T Bank, Mass Mutual, Merrill Lynch, Merrill Edge, MetLife, Midland National Life, MONY, and Morgan Stanley
National Westminster Bank, Northwestern Mutual, and NY Life
O’Connor & Co. and Oppenheimer
Raymond James, RBC, and Royal Bank of Scotland
Sanford Bernstein, Smith Barney, Société Générale, Stifel Nicolaus, (should I say?) Stratton Oakmont, and
Swiss Bank
TIAA-Cref, T-Rowe Price, and Tudor Investment
UBS and US Bancorp Investments
Wachovia, Wadell & Reed, Wasserstein Perella, Wells Fargo Advisors, Wells Fargo Bank, and Whale Securities
Bank of America, Bear Sterns, Berenberg Capital Markets, and Broker’s International
Charles Schwab, Citigroup, Citizens Securities, Coburn & Meredith, Commonfund, Coutts & Co., Cowen & Co., and Credit Suisse Securities
DA Davidson and Dresdner Kleinwort
Fidelity Investments and First Union
GE Commercial Finance, Greenwich Capital Markets, Gruppo Levey
Herzog Heine Geduld
ING and Instinet
JC Bradford and JP Morgan
Legg Mason and LPL
M&T Bank, Mass Mutual, Merrill Lynch, Merrill Edge, MetLife, Midland National Life, MONY, and Morgan Stanley
National Westminster Bank, Northwestern Mutual, and NY Life
O’Connor & Co. and Oppenheimer
Raymond James, RBC, and Royal Bank of Scotland
Sanford Bernstein, Smith Barney, Société Générale, Stifel Nicolaus, (should I say?) Stratton Oakmont, and
Swiss Bank
TIAA-Cref, T-Rowe Price, and Tudor Investment
UBS and US Bancorp Investments
Wachovia, Wadell & Reed, Wasserstein Perella, Wells Fargo Advisors, Wells Fargo Bank, and Whale Securities
As you can see, I have taught for many firms. From banks and brokerage firms; to hedge funds and insurance companies; and to exchange members on the floor, I am confident in being able to put the materials in an easy-to-understand way to get you to pass your test.
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