25 Suitability lessons
Options, margin, debt securities... as well as teaching me a lot about these challenging areas, he also had me practice suitability and gave me a lot of information on that - which was great because there were many suitability questions in the exam (I passed today with 79%)! I don’t think I could have pulled it off without Kevin’s patience and perseverance with me, he’s my hero. I hope to work with him again when I gear up for the Series 66. I can’t recommend Kevin highly enough, he’s a real gem.
11 Suitability lessons
Chris spent the needed time explaining to me everything that I got incorrect and then was able to identify patterns with where I was failing and would then send me or recommend supplementary reading to help me improve. He also provided very good materials and tutoring on suitability which has helped me tremendously; including an app that I could use while traveling to keep me on task. His constant reinforcement boosted my confidence heading into the exam.
2 Suitability lessons
Series 7 - Guillermo helped me understand the concepts behind the duties of the Federal Reserve, straddles and explained in detail suitability. We went through questions I missed on my quizzes and talked about how to decide on the correct answer. I failed my first attempt at the Series 7 and only needed seven more correct questions to pass. I found Guillermo within the last few days of retaking and I’m glad I did!!