Series 66 Exam Episode 3 Client/Customer Investment Recommendations and Strategies

[@tonyweatherspoon2023]

Thanks Gents! I passed both my series 7 and 66 with the help of your lectures along with my studies!

[@Series7Guru]

Kudos on those testing victories! Always very gratifying when our content contributes to test taking victories like yours

[@clayfelice6862]

Thank you Dean and Brian for the help! Passed my 66 today on my second attempt and boy does it feel great. Your videos are great! I got a 70 on my first attempt which was upsetting but I thought I’d share that my best sections were economic factors (7/8) and investment vehicles (15/17) which I hear is not the norm. But again thank you so much for all of your hard work with creating these videos and helping people pass their exams!

[@Series7Guru]

Kudos Investment Advisor Representative!

[@itskaiso]

Passed my Series 66 last week on the second go. Very much appreciate all the content you guys put out to help.

[@Series7Guru]

Kudos Investment Advisor Representative! Always very gratifying when my content contributes to test taking victories like yours

[@thomaswenthen5433]

2nd attempt after failing by 2 points, send prayers

[@Series7Guru]

You got this!

[@jailbreakmaster194]

Failed by a single point last week. I feel you man

[@chancepoore6836]

Thank you for your help. Thanks to you I passed today!

[@Series7Guru]

Kudos!

[@TheMatadore]

Thanks for doing these. I passed Series 7 two week ago and have never liked math. In my actual IAR role I’ll have ChatGPT.

[@Series7Guru]

Kudos!!!!

[@melvinio2869]

I would like to see an updated series 65. The 1 hour video those are great warm ups for the drive to the test centers.

[@Series7Guru]

There is no update necessary. The videos are current

[@susanwade7717]

For me this section is where I scored the lowest which I was surprised….the first 2 sections I knocked outta the park. 🙁 retake the end of this month.

[@Series7Guru]

Sending you good test vibes! Sure you will make your mark on your next attempt.

[@KelliKurachi]

Does Brian still give a discount for yalls followers? I missed the 66 by 5 points and want to switch over to his guide before I retest

[@Series7Guru]

20% discount code is Guru20

[@danielplascencia2504]

I got confused @24:26 so buy and hold is passive or strategic for the answer to that question

[@Series7Guru]

Buy and hold is psssive

[@danielplascencia2504]

@@Series7Guru thank you mucho

[@TheMatadore]

Strategic will likely be associated with “rebalancing”.

[@jaytaylor7334]

Would it be possible for you to make a series 66 Tips/tricks how the 7 was? I know you made a series 66 in 60 minutes but couldn’t seem to find this one. Testing on 12/22 so I have a bit of time , but taking finals now !

[@Series7Guru]

Well see what I can do.

[@JakeVickery]

Hi Dean! I was curious if you have a lecture posted that has visual notes/representations of the information contained withinside Customer Investment recommendations and strategies. Im a suoper visual learner and though this video does helop to an extent, one with more visual cues would be awesome! If you have any you recommend or know of I would greatly appreciate some advice. Cheers!

[@Series7Guru]

I do. It can be found in the lecture playlist.

[@neillitfin897]

Just to make sure it’s clear in my head, higher standard deviation means higher risk(bad). Higher sharpe ratio less risk?(good)

[@Series7Guru]

I would think of it as good or bad. Higher standard deviation higher volatility. Higher Sharpe ratio yes. More reward per unit of risk.

[@neillitfin897]

Thanks, I take the 66 tomorrow will see you on the live stream!

[@gregricker7225]

Hi Gentleman, how do we contact you if we want private tutoring? Thanks Greg

[@Series7Guru]

Deantinneytutoring.setmore.com

[@dogwoodish]

is the series 66 easier than the 65 ?

[@Series7Guru]

It is the same content. 65 has more questions. Nothing on 66 is not found on 65. There are 65 questions not found on 66. Should take 66 and have 65 as a back up.