Tag: SIE

Secure act

Understanding the SECURE Act

In late December 2019, the U.S government spending bill was signed and it includes a provision which impacts retirement plans. This new provision is referred to as the Setting Every Community Up for Retirement Enhancement (SECURE) Act. The SECURE Act is designed to enhance…

Testimonials

I passed my LAH exam with an 86%. Thanks again for all your help!

- Thomas C., FINANCIAL ADVISOR, Binghampton 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 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

Good Afternoon Dave, I took your class this week and let me again say thank you. It was very clear to me how much you love your job and that you truly care about all of us passing, which I’m not sure I can say about some of the other testing companies I’ve previously used. Again, thank you for your hard work this week and I look forward to speaking to you soon to tell you I passed. I promise you will be third on my list of people to tell when I pass, just behind my girlfriend and dad, I’ll even do it before my manager!

- Evan R., FINANCIAL ADVISER, Chicago Illinois

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