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Brian Lee Since over 20 years, he has helped students pass exams. Brian It was time to start teaching Series 7 In 1995, TestGeek Exam Prep LLC was founded in Portland, Or, and Seattle, Wa.
Brian Lee – Series 7 Top-All Options Included
Your Instructor
Brian Lee
Brian Lee Since over 20 years, he has helped students pass exams. Brian It was time to start teaching Series 7 In 1995, TestGeek Exam Prep LLC was founded in Portland, Or, and Seattle, Wa.
Course Curriculum
Series 7 Top-On the way to Introduction
- Series 7 Top-off Intro (19:24)
- Downloadable Class Notes
Module 1 – Seeks business from customers and potential customers
- Lesson 1: Customers and Potential Customers (19.53).
- Issuing Securities (24.43)
Module 2: Opening accounts and evaluating customer profiles
- Lesson 1 – Customer Accounts (23:31)
- Guideline for Suitability
- Lesson 2 Suitability (21.53)
- Retirement Plans (15:27)
- Margin Accounts (12.55)
- Margin-2 (17:17)
- Margin-3 (9:24)
- Margin-4 (11:14)
- Margin-5 (5:41)
Module 3 – Provides information about investments
- Lesson 3 Fundemental Analysis (17:01)
- Equity Securities – Lesson 1 (23:35)
- Equity Securities – Lesson 2 (24:02)
- Equity Securities – Lesson 3 (21:51)
- Corporate Debt Securities – Lesson 1 (18:24)
- Corp. Debt Securities – Lesson 2 (19:38)
- Corp. Debt Securities = Lesson 3 (15:05)
- Debt Securities Lesson 4 (18:07)
- Corp. Debt Securities – Lesson 5 (22:40)
- U,S. Gov’t. Securities (14.47)
- CMO’s and agencies (14.17)
Download immediately Brian Lee – Series 7 Top-All Options Included
Module 4 – Provides information about investments – Municipal Bonds
- Muni-1 (25:54)
- Muni-2 (18:53)
- Muni-3 (12:33)
- Muni-4 (6:04)
- Muni-5 (12:52)
- Muni-6 (15:16)
- Muni-7 (15:25)
- Muni-8 (7:31)
- Muni-9 (15:45)
- Muni-10 (3:03)
Module 5 – Provides information about investments -Options
- There are many options-1 (17:42)
- There are many options-2 (14:25)
- There are many options-3 (21:01)
- Lesson 4 (23:14)
- There are many options-5 (19:06)
- There are many options-6 (8:29)
- There are many options-7 (15:42)
- There are many options-8 (5:24)
- There are many options-9 (17:27)
- There are many options-10 (15:50)
- There are many options-11 (27:37)
- There are many options-12 (14:48)
- Optional Practice Exam
Module 6 – Information about Investments- Investment Companies, Variable Annuities
- Mutual Funds-1 (16:03)
- Mutual Funds-2 (11:27)
- Mutual Funds-3 (6:50)
- Variable Annuities (24.17)
- Limited Partnerships (19:32)
Customers’ Purchases and Sales; Completes, Confirms, and Processes Transactions
- Trading Securities (16.54)
- Trading-2 (9:50)
- Trading-3 (14:04)
- Trading-4 (7:04)
- Trading-5 (7:34)
Practice the final exam
- Checklist of Facts You Need to Know
- Practice Final
- Additional Questions
Here’s what you’ll get in Brian Lee – Series 7 Top-Take off
Course Features
- Lectures 1
- Quizzes 0
- Duration 10 weeks
- Skill level All levels
- Students 151
- Assessments Yes
