Basic Wisdom

8:35

Margin Minimum Maintenance made EASY (SIE + Series 7, 9, 10, 65, 66)

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7:41

Margin & Combined Equity SIMPLIFIED (SIE + Series 7, 9, 10, 65, 66)

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13:39

Options taxation made EASY!! (Series 4, 7, 9)

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15:21

Short Stock w/ Long Call Hedging Strategies (SIE + Series 4, 7, 9, 65, 66)

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13:15

Naming Option Spreads (Series 4, 7, 9)

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11:49

Short straddles SIMPLIFIED (Series 4, 7, 9, 65, 66)

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12:38

Long straddles SIMPLIFIED (Series 4, 7, 9, 65, 66)

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8:45

Sell stop limit orders made EASY (SIE, Series 7, 65, 66)

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10:09

Buy stop limit orders made EASY (SIE, Series 7, 65, 66)

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7:06

Sell stop orders made EASY (SIE, Series 7, 65, 66)

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9:44

Buy stop orders made EASY (SIE, Series 7, 65, 66)

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8:46

Sell limit orders made EASY (SIE, Series 7, 65, 66)

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9:13

Buy limit orders made EASY (SIE, Series 7, 65, and 66)

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8:59

Market orders made EASY (SIE, Series 7, 65, 66)

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10:37

Bid & Ask Spreads Made EASY!!! (SIE + Series 6, 7, 65, 66)

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13:11

Dividend dates made EASY!!! (SIE and Series 7)

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10:31

Intrinsic Value for Puts Made EASY!! (SIE, Series 6, 7, 65, 66)

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11:07

Intrinsic Value for Calls Made EASY!! (SIE, Series 6, 7, 65, 66)

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7:48

Total Return Made EASY!! (SIE, Series 6, 7, 65, 66)

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6:47

Form ADV Part 2B Real World Example (Series 63, 65, 66)

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9:24

Form ADV Part 2B Breakdown (Series 63, 65, and 66)

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11:19

Form ADV Part 2A Real World Example (Series 63, 65, 66)

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11:19

Form ADV Part 2A Breakdown (Series 63, 65, & 66)

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9:37

Form ADV Part I Breakdown (Series 63, 65, 66)

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13:15

What's an investment adviser? (Series 63, 65, 66)

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14:41

Federal Covered Advisers SIMPLIFIED (Series 63, 65, 66)

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15:26

Broker-Dealer Exclusions made EASY (Series 63, 65, and 66)

2 жыл бұрын

12:38

How Broker-Dealers Register (Series 63, 65, 66)

2 жыл бұрын

10:43

What is a Broker-Dealer?? (Series 63, 65, and 66)

2 жыл бұрын

Пікірлер

@transitionkings 27 күн бұрын

Sooo many of your videos helped me pass the Series 65 today, too many to name, options, hedging, orders. I probably watched all of them. Thanks so much and keep up the great work!

@BasicWisdom 27 күн бұрын

@@transitionkings your kind words are everything. Thanks so much for watching!

@zmack1830 2 ай бұрын

Awesome! I thought you may be able to help with the following.........The Federally Covered RIA Schwab is in NY state, The IAR David works for RIA Schwab in NY inside Schwab's building (office). Should David register in NY state as is or he should have his separate office to register in NY? Thank you in advance!

@BasicWisdom 2 ай бұрын

@@zmack1830 David should register in NY as an IAR of Schwab. Legally speaking, IARs of federal covered advisers only register in the state they maintain an office in. I'm not sure what you mean about him registering as is or have his separate office register. If David is not running a business separate from Schwab, then there is no need to register his office as a separate entity. Hope this helps!

@michaelpatrickmonahan1873 2 ай бұрын

Great lesson thank you…

@Hshjshshjsj72727 2 ай бұрын

5% ?! No way 😂 . Not even matching inflation. Peter Lynch hates bonds too

@BasicWisdom 2 ай бұрын

@@Hshjshshjsj72727 you can definitely find bonds with yields well exceeding inflation (e.g., corporate junk bonds). Of course, these bonds will come with more risk.

@Baileyville112 3 ай бұрын

Excellent, concise breakdown. #FTA 🎉 Rights vs. Obligations Premium

@BasicWisdom 3 ай бұрын

@@Baileyville112 thanks for watching 🙏

@katepolicani334 3 ай бұрын

I love your teaching style and especially enjoy that you are recording in the nursery!😆

@BasicWisdom 3 ай бұрын

@@katepolicani334 thanks so much! My daughter is 2 now and we live in a bigger house now, so no need to record in the nursery anymore. Still loved this backdrop, though!

@coryreedy2752 3 ай бұрын

Outstanding information! Thank you!

@Foo3112 3 ай бұрын

This was great. Easy to understand. Thanks for this clear and to the point video.

@BasicWisdom 3 ай бұрын

Thanks for watching!

@Victoriosaenplenitud 3 ай бұрын

Thank you 🎉

@zmack1830 3 ай бұрын

Great explication! Does the ten years. history apply accross the board, ie for the. IA and IAR? IF yes does that mean anything that happened before ren years before registration does not matteer !!

@scautydizzle6338 3 ай бұрын

Great video, I definitely understand it now. Thank you

@Victoriosaenplenitud 3 ай бұрын

Thanks 🎉

@Victoriosaenplenitud 3 ай бұрын

Thanks 🎉

@Aaliyahted 3 ай бұрын

Thank you

@kailaneckles3224 3 ай бұрын

Can you please do an outline breakdown for the series 7?

@BasicWisdom 3 ай бұрын

Yes! While I'm primarily focusing on the SIE for now, I cover content testable on the Series 7 too.

@Victoriosaenplenitud 4 ай бұрын

🎉

@V-gx2qm 4 ай бұрын

👏🏻👏🏻

@zmack1830 4 ай бұрын

Conceptual understanding is the way to go.....The T chart time consuming and may lead to error!!

@BasicWisdom 4 ай бұрын

@@zmack1830 conceptually understanding the concept is always best, but the T-chart helps account for the numbers. Preferably, a candidate should know the concept and have some system in place for the numbers (doesn't necessarily need to be a T-chart). Doing the math in your head also can lead to error.

@dontwatchmydoomvideos 4 ай бұрын

Thank you for these videos! They're wonderful. And the fact that you still reply to questions on here after a year is an absolute class-act move. One thing though, I think the 15 state rule is a requirement rather than an eligibility under SEC Rule 203A-2.. Am I mistaken? ssb.texas.gov/securities-professionals/dealer-adviser-registration/getting-started-registered-investment-adviser-3

@chasing_chika 4 ай бұрын

I passed my 65 today! I know you were a pivotal help. Thank you for what you do! It really impacted me! 🎉

@BasicWisdom 4 ай бұрын

Congratulations!!!! 🎉🎉🎉🎉 I'm so happy for you! The Series 65 is a huge deal! Cheers 🥂

@chasing_chika 4 ай бұрын

I keep falling for the answer that says Investment Management Company in thinking that is an investment company which would be required to register. How might I find a way to tell the difference between the two because it's getting me everytime!

@BasicWisdom 4 ай бұрын

Management companies (open and closed-end) are types of investment companies. Not sure if you're referring to these. Can you share a bit more so I can try to help?

@chasing_chika 4 ай бұрын

Why is GHI investment company not the right answer along with the UIT? Aren’t they both Investment Companies?

@BasicWisdom 4 ай бұрын

@@chasing_chika I see what you mean. The difference is subtle, but it's an investment company vs. an adviser managing an investment company. GHI is an investment company and would be registered as an investment company (not an adviser). Here's a real world example - let's talk about the Fidelity Large Cap Stock Fund. The fund itself is a registered investment company (not an adviser). If my company (Basic Wisdom) was hired to manage the Fidelity Large Cap Stock Fund, my company would be required to register as a federal covered adviser. The key is knowing what we're focusing on. Firms that manage/advise investment companies must register as federal covered advisers. The investment companies (mutual funds, closed-end funds, UITs) must register and investment companies. I hope that helps!

@chasing_chika 4 ай бұрын

Yes it’s a matter of the two 40 acts. One is under the investment advisors act and the other is under the investment company act. Thank you!

@hannie2017 4 ай бұрын

Your videos are so helpful and easy to understand. Thank you!

@BasicWisdom 4 ай бұрын

Thanks for watching!! Good luck with your studies

@pcdihealth 5 ай бұрын

Thank you for sharing this awesome information

@BasicWisdom 5 ай бұрын

Thanks for watching!

@plenitudjoy 5 ай бұрын

Thanks 🎉

@j0sephiinee 5 ай бұрын

I've only watched 2 of your videos, and I'm excited to dive in further. Super clear and concise explanations -- thank you!

@BasicWisdom 5 ай бұрын

Thanks so much!

@taghanlon 5 ай бұрын

Thank you for all your videos

@BasicWisdom 5 ай бұрын

Thanks for watching!

@monamilotte9912 5 ай бұрын

Wow!! This video is gold. So much helpful info in 1 video. Thanks soooo much!!!

@BasicWisdom 5 ай бұрын

I'm glad it helps! Spreads are definitely a challenge!

@samarjeetsatapathy177 5 ай бұрын

So nicely explained

@Osthimer05 5 ай бұрын

SLOBS o BLISS explanation! Thank you

@BasicWisdom 5 ай бұрын

Thanks for watching!

@SolomonAbera-lt4vu 6 ай бұрын

Thanks! It is very interesting elaboration.

@BasicWisdom 6 ай бұрын

Thanks for watching!

@berhanusetegn 6 ай бұрын

Tank you for all

@joemarkey9814 6 ай бұрын

Great breakdown - Love using achievable! Helped me pass the 63 and 6. Working on 7 and will be testing in June '24

@BasicWisdom 6 ай бұрын

Thanks! I'm so glad Achievable was helpful. Good luck with the 7!

@Freiclips 6 ай бұрын

Best explanation yet thanks!

@BasicWisdom 6 ай бұрын

Thanks for watching!

@codyraymiller 7 ай бұрын

Remember your ABCs: Investment Advisers provide Advice as a part of regular Business for Compensation (Advice, Business, Compensation)! Great video!

@BasicWisdom 7 ай бұрын

Thanks for watching!

@monamilotte9912 7 ай бұрын

These videos are incredible! Thank You so much for your clear and concise explanation!!

@BasicWisdom 7 ай бұрын

Thank you for the kind words!

@Virtues162 7 ай бұрын

The video is enlightening while at the same time bewildering!! If a person just passed the series 65 exam and wants to register as a completely new Investment Advisor (also IAR) as a sole proprietor, almost all of the form fields like AUM, history and others will be rendered irrelevant . Won't they be? So, how does the sole proprietor fill the form in this case?? Many thanks for the help in advance !!

@BasicWisdom 4 ай бұрын

I would assume the fields would be left blank or N/A (not applicable). Depends on the state and their general process.

@bjohnson8623 7 ай бұрын

Love the way you present your info.

@BasicWisdom 7 ай бұрын

Thanks! Glad you find it useful 😎

@pallaswebb 8 ай бұрын

Thank you so much! Finally, a clear explanation. Love the T chart!

@BasicWisdom 7 ай бұрын

Thanks for watching!!!

@kadambaribalachandran1724 8 ай бұрын

Hello Brandon, I found your teaching style very helpful,and used your videos for the S7. Do you offer training videos and easy to understand text material for the series 24? The STC is very dense & not presented well Thank you!

@BasicWisdom 7 ай бұрын

Thank you for watching my videos! Unfortunately, I do not currently have any Series 24 content. However, I plan on offering some videos in the future. Good luck with your studies!