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.
1 Suitability lesson
We went over suitability, municipalities, formulas. He is a great listener and teaches you in a very calm and collected matter. He has a wide knowledge of the Financial Industry and applies it toward whatever topic he is teaching you. Great tutor and even better guy!!
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!!