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Brian Lee – Series 7 Top-Off
$20.00$79.00 (-75%)
Module 6 – Provides Information on Investments- Investment Companies and Variable Annuities
Brian Lee – Series 7 Top-Off
Check it out: Brian Lee – Series 7 Top-Off
Series 7 Top-Off
Your Instructor
Brian Lee has been helping students pass their exams for over 20 years. Brian began teaching Series 7 in 1995 in Portland, Or and Seattle, Wa and is the founder of TestGeek Exam Prep, LLC.
Course Curriculum
Series 7 Top-Off Introduction
- Downloadable Class Notes
Module 1 – Seeks Business from Customers and Potential Customers
- Lesson 1 Contacts Customers and Potential Customers (19:53)
Module 2 – Opening Accounts and Evaluates Customer Profiles
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Lesson 1 Types of Accounts (23:40)
- Suitability Guideline
- Lesson 2 Suitability (21:53)
- Retirement Plans (15:27)
- Margin Accounts (12:55)
- Margin-2 (17:17)
- Margin-3 (9:24)
- Margin-4 (11:14)
- Margin-5 (5:41)
