Many firms may view the licensing exam as an obstacle when trying to onboard a new team of financial advisors. Though it involves time and resources, the exam is a vital part of building industry credentials that clients trust. To expedite the process and…
Taking the Securities Industry Essentials (SIE) Exam can be a nerve-wracking experience. Since the SIE Exam is the first exam that new securities professionals take, they may not know what to expect. Successful test-taking relies on thorough preparation. Securities Training Corporation provides the classes…
Insurance agents limit themselves when they work with just an insurance license, especially if they sell life insurance. Though a life insurance license entitles agents to sell fixed and fixed-indexed annuities, they need a securities license to sell variable annuities. Many of their clients…
I just wanted to share my feedback on the Series 7 class that I took in NYC 8/1-8/4, with David Morris as the instructor. I found the class to be instrumental in my preparation for the exam. The content encompassed all the salient points that were important for the test, and David is a great instructor. He is very knowledgeable, engaging, breaks concepts down for easier understanding, and has great rapport with his students. I’m very happy to say that I passed the Series 7 test today, and I credit STC and David’s instruction in ensuring that I had the necessary knowledge necessary for the test.
- John H., FINANCIAL ADVISER, St. Louis Missouri
I passed the NY State LAH exam today – I got an 81. Thanks for the great training material.
- Nick C., FINANCIAL ADVISOR, New York New York
I took the Series 24 yesterday and passed with flying colors. I felt very confident as I was going through the exam. Thank you for the great review course and tips.
- John C., FINANCIAL ADVISER, Charlottesville North Carolina
I passed! Thank you so much, Elizabeth! I have long way to go…After series 7 I have to get 24, 65. Because of your excellent service and customer care, I want to stay with STC. Have a great day!!
- Ben B., FINANCIAL ADVISER, New York New York
I passed my LAH exam with an 86%. Thanks again for all your help!
- Thomas C., FINANCIAL ADVISOR, Binghampton New York
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