Series 65: Cumulative Preferred Stock

I finally passed the Series 65! I’m writing today to send you a very sincere Thank you for all the professional support and emotional guidance you have provided. I was emotionally beat up and almost ready to give in on my endeavor of passing the Series 65 and becoming an Investment Advisor Firm. After becoming unemployed and having a tremendous time focusing on the study material, you provided additional months and material access for no additional Fee! You also mentioned I should be able to teach the material and then I’ll be ready for the exam. By the gracious caring and professional sharing of your wisdom, it provided me to find my path to passing the Series 65! The three items that really helped was to Study like I’m going to teach it, memorizing and learn by over studying, and getting plenty of sleep and rest. Thank you to you, your family, and pro team for all you have done. I am very blessed and humbled to have met you all in this challenging time of my life. Happy Holidays, and Have a Safe and Happy New Year!

Michael Jones. Kansas City, MO

I passed the Series 65 on the first try and I would absolutely give credit to this tool. We all learn in vastly different ways, so having the options available for a study guide, audiobook, video training, flash cards, practice tests - and ALL of the other resources available was critical to my success. I've been out of school for over a decade and remembering HOW to study was hard. I'm so glad I had all of these options.

Ashley Dunning, Inspire Investing. Kansas City, MO

I passed the Series 65 this afternoon! Your online test simulation was terrific. Thanks so much!

David G., San Francisco, CA

Just wanted you to know, I passed the Series 65 exam on the first attempt. Your book was easy and enjoyable to read, all of the important information was very well explained. But I found your online quizzes and exams extremely helpful in getting the material entrenched in my memory. I was very comfortable with the format and wording of the questions on the actual exam after drilling with your online program. Thank you for enabling me to move to the next level of my career.

Robert Rosenbaum, Sarasota, FL

The audio book was fantastic, and I passed the Series 65 on my first attempt. Thank you!

Steve O'Dell, Merrill Lynch, Westchester, NY

I just passed the Series 65 exam – thanks, Jeremy! Your excellent and enjoyable book and challenging practice exams-and-quizzes were my only resources. This exam kicked my butt, but I was able to accomplish the only essential task – simply "to pass" – because of the thoroughness (and the plain English and occasional humor) of these two essential test prep materials. Here's my warning -- don't underestimate the difficulty of this exam! I highly recommend that fellow Series 65'ers keep taking the practice exams and quizzes until they can comfortably get a score of 80+ before scheduling their exam; you need to go into the exam room with the confidence that this crucial simulated test-taking experience will provide. I'm so grateful for your help!

Jeff Hartnett, Portland, OR