Series 7 Exam Prep - Guru does Suitability in Sixty Minutes!

[@Series7Guru]

kzbin.info/www/bejne/gX3RnqZri994prM Suitabiliry Exam

[@RepChelsea]

Hi Dean, I am taking the series 7 in a week and I would like to thank you x1000 for posting content like this where it's informative and also organized to where I can easily digest the information. You are a blessing!!

[@Series7Guru]

Always gratifying when test takers find my content helpful.

[@vanessayu405]

Hi Dean, Def interested in a part 2! Really appreciate the valuable content you put on here!

[@Series7Guru]

Thanks for the input. Will make it so within the next week.

[@christinapoe2048]

I second this!

[@aprilsneed635]

Great content! You organized the jumble in my head! You packaged it all and now it is organized for me to add my own additional notes! Thank you! On to part 2!

[@Series7Guru]

Glad you found it helpful.

[@msgugugu1364]

Hi Dean, I passed series 7 today, your videos were a huge help! I just want to say thank you and share this exciting news with you. Now it’s time to prepare for 66. I can’t wait to go through all the lectures you posted!!

[@Series7Guru]

Kudos on passing your Series 7 exam! Always very gratifying when my videos contribute to test taking victories like yours.

[@janetboland3279]

Dean, i'm all about part 2 for suitability! I'm retaking my series 7 and really need to focus on suitability to pass! Thanks!

[@Series7Guru]

It has been done. It is there in the suitability playlist.

[@nothinspecial4612]

Your question in the middle about whether this was unsuitable tickled me pink. Thanks for the vid Dean, great refresher and review

[@Series7Guru]

Glad you found it humorous and helpful

[@nothinspecial4612]

@@Series7Guru I have good news and I have bad news. The good news is suitability is one of my strongest areas when I take tests. The bad news is I got a 70% when I needed a 72 on the exam. Still grateful for all of your videos and your expertise, and if I continue my journey, I will still use your videos to help me. Thanks, Dean!

[@leegoodman8553]

Hi Dean, Thanks for all you do! The laundry list format is really helpful!

[@Series7Guru]

Glad you found it helpful.

[@tiffanylbacon]

I love this laundry list so I know what I need to study. I'm looking forward to watching the lectures so I can get an in-depth understanding. I take the 7 in 3 weeks.

[@Series7Guru]

Plenty of time to execute a study plan that will result in a pass.

[@Lansterm0nster]

Passed the 7 today by watching your videos. Thank you so so much. Godspeed!

[@Series7Guru]

Kudos on your Series 7 testing victory! What's your next testing victory? 63? 66?

[@Lansterm0nster]

@@Series7Guru thank you so much. 66 next, so you know where I’ll be!! Right back here! Thanks again

[@bonniecogswell7860]

Hi Dean!! I just passed and I couldn’t have done it without your help! You’re very much appreciated! Thank you!

[@Series7Guru]

Kudos! What's your next testing victory? 63? 66? Always very gratifying when this channel contributes to test taking victories like yours

[@bonniecogswell7860]

66 and I am in a self-paced (no assistance) set up, your content is so very beneficial for me! Thank you so very much!!!! @@Series7Guru

[@Series7Guru]

@bonniecogswell7860 glad you are finding helpful

[@elijahgoerner8891]

Hey Dean, today I just passed my 66. Your videos have been a huge help with both the 7 and 66. I'll be telling all the new hires at my firm to watch your videos as they begin their testing journey. Keep up the good work and thank you!

[@Series7Guru]

Kudos your successful testing journey! Always very gratifying when my videos contribute to test taking victories like yours. Thanks for the referrals. They are much appreciated.

[@MaryBrennan]

Hi Dean, great video! Thank you. You really broke down the why, and I also learned a few things in the process!

[@Series7Guru]

Glad you found it helpful.

[@cabeloslindoscl]

Hi Dean! I passed on the SIE today. So I would like to thank you for your teaching, time and dedication in teaching. It was fundamental to understand the subject a lot, my first language is not English. Next is 7, after 66.

[@Series7Guru]

Kudos on the first leg of your testing journey! Always very gratifying when the channel contributes to test taking victories like yours.

[@cabeloslindoscl]

@@Series7Guru I dreamed with your voice speaking nominal yield, current yield, yeld to mature….😅 thank you! Thank you!! You are the best!

[@mleigh7473]

Thanks so much Dean! I wish I had found you when I took the Series 65 and SIE. I passed both of them the first time and I’m hoping to do the same with Series 7 in the next few weeks.

[@Series7Guru]

Sending you good test vibes.

[@priscillafung789]

Hi Dean, I took S7 few years ago and in 2 months i will be taking it again. I really appreciated all your video, it is really helpful! THANK YOU.

[@Series7Guru]

My pleasure. Welcome back.

[@estherhersh2217]

Thank you Dean, your videos are so incredibly helpful. I passed! Appreciate you

[@Series7Guru]

Glad you are finding them helpful.

[@austrolib1181]

Needed a refresh on Variable Annuities. Great video!!

[@Series7Guru]

Glad you found it helpful.

[@ohhweezy]

Passed the SIE with your help Dean! Your lectures are the stuff of legends!

[@Series7Guru]

KUDOS on your first of three testing victories! Your SIE victory will pay big dividends on the next leg of your testing journey. Always very gratifying when my lectures contribute to testing victories like yours.

[@QueenCayy]

Yes I think too much for SIE but it’s great for the 7. Love your videos. Helps as a refresher!

[@Series7Guru]

Lol

[@christianholmes1223]

Listening to this on my way downstate to take the 7, wish me luck!

[@Series7Guru]

You got this!

[@mjrsaphire]

Thank you for keeping your videos clean and respectful by not using explicative! Not all of us care to listen to that and have it in our homes. ❤

[@Series7Guru]

Lots of test takers and corporate trainers agree that videos should be safe to listen to at work and home. Not hard for me to do so because I think the use of explicates is a lack of discipline and proper decorum.

[@amandahowland8277]

Hi Dean! Thank you so much for your videos. I am taking the series 7 exam in two days and they have been extremely helpful. They were also helpful for my SIE exam. Was there ever a part 2 posted to this? I am having a hard time finding it if so but would love to watch if there is. Thank you!

[@Series7Guru]

Yes, there are 4 videos in this playlist kzbin.info/aero/PLK1IazV_JQbGEyt4kmCbBroTEsBDDwwfH

[@mignonglenn6253]

Yes to a part 2, please

[@LeoSeaZen]

Part 2 please! Loved part 1 💪📚

[@Series7Guru]

It is up.

[@theoriginalburgandy550]

I just read my suitably chapter last night! Perfect timing

[@Series7Guru]

Moved the publishing date up for today because we have a loyal subscriber testing tomorrow and asked for more suitability content.

[@QueenCayy]

Hi thanks for all the videos… may you make one on just municipal bonds? My test is Friday the third and I still feel not so ready. My program is 4 weeks with knopman marks Kaplan qbank. First two weeks I read book, watched video lectures. Last week and this week is just full lengths targeted quizzes. I met with Howard Kaplan today and he told me to review my key concepts tonight and take diagnostic 2 in the morning and give a call afterwards. I take targeted quizzes do decent but when I’m taking all units test I get jumbled. Even if not a municipal bond video, can you make one on how to categorize or organize important info that goes across many securities or products. I hope you see this!

[@Series7Guru]

There are three videos on just municipal bonds. Just enter municipal bonds in the channel search bar.

[@QueenCayy]

@@Series7Guru Thankyou so much

[@abigaildoyle214]

Recently took my sie and am studying for my 6. Hoping I get some more clarity with this video 🤞🏻

[@Series7Guru]

Okay. But just add mutual fund that owns these securities in the portfolio.

[@eugenekarasik8452]

Hello Dean! This is the second suitability video I watch and you say that GNMA certificates pay monthly, but FHLMC and FNMA semi-annualy. I study with Pass Perfect and could not find any confirmation to it. They teach that all pass through sertificates pay monthly. Do not laugh at me, but I also asked ChatGPT and it is confident that GNMA, FHLMC and FNMA pay monthly. Could you please clarify. Thank you.

[@Series7Guru]

I am correct. Does not matter. You need to know GNMA pays or passes throufh interest and principal monthy, is fully taxable, and has the full faith and credit of the US Treasury. Fannie Mae and Freddie Mac receive interest and principal monthly but pass through semi annually. Not testable. If you feel the need to confirm with me my content find another resource.

[@AMI1708]

Hi Dean, is there a similar (suitability) video for Series 57 exam that you could share? I’ve found your material very helpful and I am taking the test next week. Would appreciate any input. Thanks.

[@Series7Guru]

There is a 57 playlist that includes a practice exam

[@adjeleya1787]

I will be interested in part 2. This was very helpful.

[@Series7Guru]

It has been published and is in the suitability playlist

[@madelineice717]

Definitely part two

[@EricBaugh]

Definitely interested in more videos about suitibility.

[@Series7Guru]

Here you go kzbin.info/www/bejne/oHu7ZZijeKuaoZI

[@morganmiller9135]

Would this lecture be good for series 6 prep? Taking the series 6 next week and need more suitability help. What would you say the main focus for series 6 should be?

[@Series7Guru]

Yes.

[@morganmiller9135]

@@Series7Guru Thanks! I recently passed my SIE and dont think i would've been able to do it without your help! S6 & 63 left!

[@ElizabethJaydenT]

Thank you! This is so informative.

[@Series7Guru]

Glad you found it helpful.

[@Beachgal5070]

Very helpful. Thank you.

[@Series7Guru]

My pleasure

[@jessejames-yw1kj]

Hey Dean, currently using PassPerfect for the 7 since I passed with them for sie, series 6 and 63. I am about halfway through the books while now coming across your channel. Do you recommend I finish the material then watch your videos or is it safe to safe I can read, watch your videos, back to reading even if its not parallel with where I am at in the book?

[@Series7Guru]

Welcome. We have viewers who do it both ways. Because PassPerfect gets in the weeds would read and watch concurrently to confirm test issues. How did you find the channel?

[@jessejames-yw1kj]

@@Series7Guru Thank you! I found the channel through Reddit. Saw that people were mentioning your name.

[@Series7Guru]

@@jessejames-yw1kj thanks.

[@SiennaPerry-h9j]

Any chance we can get this document? So useful

[@Series7Guru]

Not available. Sorry.

[@AMillionDreamsCorp]

Where would you recommend I start on your videos?

[@Series7Guru]

Playlist 1 video 1

[@gretablloshmi8090]

Where do I get a copy of this? Can I print it out?

[@Series7Guru]

It is not available

[@gabemontgomery4526]

Testing on Thursday and scoring low 60s on pass perfect finals. Any tips?

[@Series7Guru]

Keep grinding. Stay the course! PassPerfect is more difficult than the actual exam.

[@EgressFromStress]

Hey Dean, it’s there an order that you would recommend to watch all the Series 7 lectures in? Hope all is well.

[@Series7Guru]

They are in suggested watch order in each of the Series 7 playlist.

[@EgressFromStress]

@@Series7Guru thank you Sir

[@Series7Guru]

@@EgressFromStress de nada

[@gyny2009]

Hi Dean, do you have the document you're going through available via a link to download?

[@Series7Guru]

I do not.

[@gyny2009]

Understood, thank you. Is it from an available source online (or your website) that I can get from or pay for it? I found the summary very helpful and would be very helpful to re-read over.

[@adamsnyder6247]

Dean, you state that zero-coupon bonds aren’t callable.. according to my text book, they can be callable and are usually called at 102% of the current accreted value. Can you explain?

[@Series7Guru]

For test purposes zero coupon bonds are not callable.

[@anthonylaudani8378]

Take MY exam next Friday. IS STC exams harder than the actual Exam? I have been hammering suitability and options. Is there anything else I should be focusing on?

[@Series7Guru]

Yes. Options, munis, mutual funds

[@bayleeeisenman3757]

Hi Dean! I just passed my SIE and I am preparing for my Series 7. Looking at the playlist I'm not positive where I should be starting. Any suggestions?

[@Series7Guru]

Playlist 1. All are in suggested order.

[@EthanAlessi-db2ho]

is equity income fund the same as a value fund or what is the differentiator?

[@Series7Guru]

Value funds do not have to buy stocks that pay dividends.

[@givakhov]

Thanks!

[@Series7Guru]

Thank you for the super thanks.

[@jeraldmundackal4820]

So are munis are taxed at the state level? Are there any circumstances in which they aren't taxed at state and local?

[@Series7Guru]

They are not taxed by the city or state you live in if you buy a muni from your state or a political subdivision of your state or a territory of the US government

[@yamelheredia861]

do you recommend this video for series 6 as well?

[@Series7Guru]

Yes.

[@caitlinogrizovich6575]

Hi Dean! I took my series 7 last week and missed it by a single question. However, there were nearly 20 questions at the end that I had to blindly mark due to less than 5 minutes being left on the clock. I'm exploring the Challenge Question Form and trying to challenge any possible question to get a single point back. Do you have any idea on how to handle this? It's very difficult without seeing the questions and knowing what was marked incorrectly.

[@caitlinogrizovich6575]

My knowledge towards the exam was sufficient as I moved through the first 103 questions before my 15 minute timer popped up. It made all the difference, unfortunately. As for the form, the only thing FINRA tells us is it has to be specific.

[@Series7Guru]

You need to know which question you are challenging

[@Series7Guru]

Make sure that you time yourself on practice exams so you don't have a time constraint on your next attempt

[@caitlinogrizovich6575]

@@Series7Guru I sent you an email with more specific insight (wasn't as comfortable posting on here) about the matter. When you have a moment, would really appreciate a response, thanks! (:

[@caitlinogrizovich6575]

(sent it this morning at about 9:42 am est I believe)

[@natashab7981]

how much of the exam for SIE and 7 would you say analysis is? I very much need to review/ work on it.........

[@Series7Guru]

I put analysis into the judgement category. On SIE very little on Series 7 about 10%. On both exams recognition and practical applications are by far the majority of the questions and on SIE almost all recognition

[@johnathonsoria4933]

Hi Dean.. how many questions can I expect for taxes? Pass perfect is overwhelming about it..

[@Series7Guru]

Not many. Here is all you need kzbin.info/www/bejne/in2keKelp7Wqb8k

[@darkmatter9583]

hi i failed series 65 exam i prepared only with tests(my strongest point was economy and the weakest was laws)i used an app for prepairing, the videos that i paid 99usd, your channel at the end, i dont know how to pass it, the questions were not similar, a few but the rest was really different, could you provide your advice please? thanks

[@Series7Guru]

You failed because you didn't read the book or a book. You have to read the book cover to cover. Can't pass just doing tests. Both my channel and TestGeek are supplements not substitutes for paid study materials. You need to a set of paid study materials that include a book. I recommend Kaplan.

[@tonithompson290]

Where is the test?

[@Series7Guru]

What test? Suitability test is in the suitability playlist

[@savagecontent8712]

anyway we can download this?

[@Series7Guru]

Unfortunately, no.