Brian Lee – Series 7 Top-Off

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Brian Lee – Series 7 Top-Off

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Your InstructorYour Instructor

Brian LeeBrian Lee

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.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.

Get immediately download Get immediately download Brian Lee – Series 7 Top-OffBrian Lee – Series 7 Top-Off

Course Curriculum

Series 7 Top-Off IntroductionSeries 7 Top-Off Introduction

Introduction (18:27)Introduction (18:27)

Downloadable Class NotesDownloadable Class Notes

Module 1 – Seeks Business from Customers and Potential CustomersModule 1 – Seeks Business from Customers and Potential Customers

Lesson 1 Contacts Customers and Potential Customers (19:53)Lesson 1 Contacts Customers and Potential Customers (19:53)

Lesson 2 Issuing Securities (22:56)Lesson 2 Issuing Securities (22:56)

Module 2 – Opening Accounts and Evaluates Customer ProfilesModule 2 – Opening Accounts and Evaluates Customer Profiles

Lesson 1 Types of Accounts (23:40)Lesson 1 Types of Accounts (23:40)

Suitability GuidelineSuitability Guideline

Lesson 2 Suitability (21:53)Lesson 2 Suitability (21:53)

Retirement Plans (15:27)Retirement Plans (15:27)

Margin Accounts (12:55)Margin Accounts (12:55)

Margin-2 (17:17)Margin-2 (17:17)

Margin-3 (9:24)Margin-3 (9:24)

Margin-4 (11:14)Margin-4 (11:14)

Margin-5 (5:41)Margin-5 (5:41)

Module 3 – Provides Information About InvestmentsModule 3 – Provides Information About Investments

Lesson 3 Fundemental Analysis (17:01)Lesson 3 Fundemental Analysis (17:01)

Equity Securities – Lesson 1 (23:35)Equity Securities – Lesson 1 (23:35)

Equity Securities – Lesson 2 (24:02)Equity Securities – Lesson 2 (24:02)

Equity Securities – Lesson 3 (21:51)Equity Securities – Lesson 3 (21:51)

Corporate Debt Securities – Lesson 1 (18:24)Corporate Debt Securities – Lesson 1 (18:24)

Corp. Debt Securities – Lesson 2 (19:38)Corp. Debt Securities – Lesson 2 (19:38)

Corp. Debt Securities = Lesson 3 (15:05)Corp. Debt Securities = Lesson 3 (15:05)

Debt Securities Lesson 4 (18:07)Debt Securities Lesson 4 (18:07)

Corp. Debt Securities – Lesson 5 (22:40)Corp. Debt Securities – Lesson 5 (22:40)

U,S. Gov’t. Securities (14:47)U,S. Gov’t. Securities (14:47)

Agencies and CMO’s (14:17)Agencies and CMO’s (14:17)

Module 4 – Provides information About Investments – Municipal BondsModule 4 – Provides information About Investments – Municipal Bonds

Muni-1 (25:54)Muni-1 (25:54)

Muni-2 (18:53)Muni-2 (18:53)

Muni-3 (12:33)Muni-3 (12:33)

Muni-4 (6:04)Muni-4 (6:04)

Muni-5 (12:52)Muni-5 (12:52)

Muni-6 (15:16)Muni-6 (15:16)

Muni-7 (15:25)Muni-7 (15:25)

Muni-8 (7:31)Muni-8 (7:31)

Muni-9 (15:45)Muni-9 (15:45)

Muni-10 (3:03)Muni-10 (3:03)

Module 5 – Provides Information About Investments -OptionsModule 5 – Provides Information About Investments -Options

Options-1 (17:42)Options-1 (17:42)

Options-2 (14:25)Options-2 (14:25)

Options-3 (21:01)Options-3 (21:01)

Lesson 4 (23:14)Lesson 4 (23:14)

Options-5 (19:06)Options-5 (19:06)

Options-6 (8:29)Options-6 (8:29)

Options-7 (15:42)Options-7 (15:42)

Options-8 (5:24)Options-8 (5:24)

Options-9 (17:27)Options-9 (17:27)

Options-10 (15:50)Options-10 (15:50)

Options-11 (27:37)Options-11 (27:37)

Options-12 (14:48)Options-12 (14:48)

Options Practice ExamOptions Practice Exam

Module 6 – Provides Information on Investments- Investment Companies and Variable AnnuitiesModule 6 – Provides Information on Investments- Investment Companies and Variable Annuities

Mutual Funds-1 (16:03)Mutual Funds-1 (16:03)

Mutual Funds-2 (11:27)Mutual Funds-2 (11:27)

Mutual Funds-3 (31:07)Mutual Funds-3 (31:07)

Variable Annuities (24:17)Variable Annuities (24:17)

Limited Partnerships (DPP) (19:32)Limited Partnerships (DPP) (19:32)

Customers’ Purchase and Sales; Processes, Completes and Confirms TransactionsCustomers’ Purchase and Sales; Processes, Completes and Confirms Transactions

Trading Securities (16:54)Trading Securities (16:54)

Trading-2 (9:50)Trading-2 (9:50)

Trading-3 (14:04)Trading-3 (14:04)

Trading-4 (7:04)Trading-4 (7:04)

Trading-5 (7:34)Trading-5 (7:34)

Practice Final ExamPractice Final Exam

Check List (Facts to Know)Check List (Facts to Know)

Additional Practice QuestionsAdditional Practice Questions

Practice FinalPractice Final

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