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The Series 7 Whisperer is the voice in your head you wish you had while studying. Hosted by a retired NYSE trader and FINRA principal with 37 years on the Street, this podcast cuts through the noise to deliver the raw, real, and testable truths behind the Series 7 exam. No fluff. No filler. Just the stuff that gets you paid. Whether you’re cramming before test day or grinding through options, suitability, and regs, this is your shortcut to passing with swagger.
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Is FINRA's sponsorship requirement for the Series 7 exam holding people back? In this video, we dive into 10 powerful reasons why FINRA should allow anyone to take the Series 7 exam without needing a sponsor. From promoting diversity and leveling the playing field to helping career changers and reducing risk for employers, this policy change would benefit everyone. Whether you're an aspiring financial professional or just curious about breaking into the industry, this video will give you plen...
short video covering the big news on Wall Street for the week.
In this fiery debate, we pit General Obligation Bonds against Revenue Bonds in a no-holds-barred battle of municipal finance! Are GO Bonds the gold standard of safety and taxpayer backing, or are they just a debt burden waiting to happen? Can Revenue Bonds deliver higher yields and project-specific efficiency, or are they risky gambles dressed up as smart investments? With sharp arguments, biting humor, and a few low blows, our experts dive into everything from tax implications and voting req...
extensive, comparative analysis of two primary types of employee compensation: Incentive Stock Options (ISOs) and Nonqualified Stock Options (NSOs). The document uses a conversational, outline format to detail the crucial differences concerning tax treatment, emphasizing that ISOs offer significant potential tax advantages, such as long-term capital gains rates, but carry the risk of the Alternative Minimum Tax (AMT). Conversely, NSOs are described as more flexib...
im trying out a new format... please let me know what you think in the comments
Join us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Series 63, Series 65, or Series 66 exams, this is your golden opportunity to get expert advice, study tips, and answers to all your burning questions. Our panel of seasoned finance professionals and educators are here to guide you through the complexities of FINRA and NASAA licensing exams, helping you to not only understand the material but to master it. What W...
Are you preparing for the Series 7 exam or interested in becoming an accredited investor? This video breaks down everything you need to know about accredited investors, including the qualifications, benefits, and why it's crucial for your investment journey. Perfect for Series 7 exam takers and anyone looking to expand their financial knowledge. Keywords: Accredited Investor, Series 7 Exam, Investment Qualifications, Financial Education, SEC Guidelines, Investment Opportunities, Wealth Manage...
Join us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Series 63, Series 65, or Series 66 exams, this is your golden opportunity to get expert advice, study tips, and answers to all your burning questions. Our panel of seasoned finance professionals and educators are here to guide you through the complexities of FINRA and NASAA licensing exams, helping you to not only understand the material but to master it. What W...
oin us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Series 63, Series 65, or Series 66 exams, this is your golden opportunity to get expert advice, study tips, and answers to all your burning questions. Our panel of seasoned finance professionals and educators are here to guide you through the complexities of FINRA and NASAA licensing exams, helping you to not only understand the material but to master it. What We...
Link to video https://www.youtube.com/live/TLQonVuW3gc?si=QGpCQnUq8z2Zjp2E Join us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Series 63, Series 65, or Series 66 exams, this is your golden opportunity to get expert advice, study tips, and answers to all your burning questions. Our panel of seasoned finance professionals and educators are here to guide you through the complexities of FINRA and NASAA licensing exam...
Link to video:https://youtube.com/live/iNuCesHUsPASummaryStocks, Private Placements, and Troubleshooting Series 7 Whisperer discussed various topics including buying and selling stocks, the use of protective stops, and the concept of private placements and crowdfunding. He also mentioned the importance of understanding stock trading ranges. Options Trading Strategy Discussion Kenneth led a discussion about an options trading strategy, using specific terminology and examples. He emphasi...
Today we’re diving into a controversial global power play: how China claims “developing nation” status at the WTO — and why that label is a big f*ing deal.** Even though China’s the second-largest economy in the world, it still gets benefits meant for struggling nations. We break down how that status gives them trade advantages, longer timelines for environmental rules, subsidies, and why the U.S. and other countries are calling BS. We’ll talk about the double standard China plays — acting li...
oin us LIVE for an exclusive Q&A session dedicated to all aspiring finance professionals. Whether you're tackling the Series 7, Series 63, Series 65, or Series 66 exams, this is your golden opportunity to get expert advice, study tips, and answers to all your burning questions. Our panel of seasoned finance professionals and educators are here to guide you through the complexities of FINRA and NASAA licensing exams, helping you to not only understand the material but to master it. What We...
Series 7 Whisperer discussed the intricacies of structured notes, including their composition, risks, and features such as 'auto callable'. He also explained the concepts of buffers and barriers in financial markets, using the S. and P. 500 index as an example. Lastly, he compared and contrasted two types of investments: market-linked CDs and issuer-protected CDs, emphasizing their unique advantages and risks. Next steps Series 7 Whisperer will provide detailed explanations of structured note...
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