📈 Master the Investment Advisory Clients Section of the Series 65 & Series 66 Exam! 📈
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- Опубліковано 5 жов 2024
- Are you a new finance professional aiming to pass the Series 65 or Series 66 Exam? Look no further! In this video, we dive deep into the Investment Advisory Clients section, providing you with essential insights and strategies to excel. Get free expert help, understand key concepts, and boost your confidence to ace the exam.
🔍 Key Topics Covered:
Investment Advisory Clients overview
Client types and characteristics
Suitability and fiduciary duty
Key regulations and compliance
🚀 Why Watch?
Comprehensive breakdown of critical topics
Free expert guidance tailored for finance professionals
Proven tips to help you pass the Series 65 and Series 66 exams
💡 Stay Ahead of the Curve:
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#Series65Exam #Series66Exam #InvestmentAdvisoryClients #FinanceExamHelp #FreeFinanceTutoring #NewFinanceProfessionals #PassYourExam #FinancialAdvisor #ExamPrep #FinanceCareer
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Ken Finnen Chatham NJ
So good! Thank you Ken as usual for making studying for this a bit more enjoyable!
Trying to have same fun!
I found you last fall , you’ve helped me passed 6,63 . Now I’m working on 65! This is prime. Thank you , thank you ❤️🙏🏻❤️
Passed my series 66 today… thanks for helping me through all of my tests
@@keatonnighbert3345 boom ! Way to go into the holiday like a bad ass
Ken, you are God’s gift to the world. I’m wondering how I’ll last the rest of my career without you - how much can I pay you to make videos for the CFP?😂
that number does not exist haha
Brilliant! Love it, you think fast, talk fast , love it!!
Scored a 70 :( testing again in 2 weeks!!!
Be a beast !!!
Boss----Royalities are not earned income!
So helpful!! Thank you! Can you please make a video on eligibility requirements for IRA contributions? Like if they are married and one has a 401k available at work and the other doesn’t etc. I’m having a hard time wrapping my head around all the different scenarios
Ok good idea
Hey ?
Just wanna if an Indian can take taSIE exam and Series 6, series 7 nd be benefitted from it as it is a world of freelancing and here and there i see work from home jobs asking FINRA SIE and series 6 or 7 license, ALSO i am a Commerce graduate.
SOOO, WHAT DO YOU SAY?
Yes anyone can take the sie and the 63