Our Service to You

Our service to you is to provide basic instruction of understsanding the guidelines that is provided by NASAA for the different exams. In reading the material that you will be tested on, we will do our best to articulate each subject to you, to better provide a wider range of understanding of the exam.

One-on-one Instruction

If personalized instruction is what suits you best, we're an excellent match. We offer a Zoom link ensuring a secure and conducive learning environment that you'll find enjoyable and eagerly anticipate.

Series 7, Series 65 and SIE exam

Exam Packages

Our exam packages include:

Material provided by you, coupled with our 6 to 12 hours of instruction divided into numerous sessions lasting two hours each. The one-time fee ranges from $600 to $1,200.

Pay-as-you-go option at an hourly rate of $65 to $95 per hour.

We also offer a range of courses covering understanding options, mutual funds, bonds, economics, technical analysis, and fundamental analysis.

Various Courses 

Technical Analysis involves comprehending moving averages, volume trends, patterns, as well as indicators such as RSI and MACD.

Fundamental Analysis entails understanding various ratios, accessing a company's financial statements, and interpreting the data effectively.

Options education covers concepts like open interest, Greeks, call and put options, strategies for selling calls or puts, analyzing volume, and practical application.

Additional courses we provide include economics, bonds, mutual funds, and financial literacy.

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