Series 7: UTMA Account

Thank you so much for your great study materials! I have used you to pass my Series 6, 63 and most recently my Series 7 all on the first try. The practice exams and video lectures were great and extremely helpful. Will definitely be using your study material for any future exams and will recommend you to other people

Louis Orsatti, NY LIFE Securities, Boston, MA

I found encouragement along the way from reading other people's testimonials, so payback is to write one of my own. Solomon is the gold standard for customer service. I passed the 66, SIE first tries -- received a 69% on the 7 (failed), but passed on the 2nd attempt. I'm in awe over the outreach I received from day 1 but especially from Jeremy on how to move forward after falling short on the Series 7 - followed his advice - one of which was to get the accompanying videos and passed. Watching/studying the Chapter 5 video had a big impact. I also printed the questions I got wrong that I particularly struggled with while taking the online exams, printed and/or turned them into flashcards, then taped many of them around the house. It forced me to constantly revisit the information and moved me past a superficial understanding. I'll take a messy-looking home for a short time than having to retake a 3 hour and 45 minute exam.

Brook Langston, Everspire. Salt Lake City, UT

At Phillips & Co., my job was to hire entry level applicants who could successfully pass the Series 65 and Series 7 examinations in three months and do it the FIRST TIME. After trying Kaplan/Dearborn, STC, and even the Series 7 for Dummies, 85% of our applicants were still having a hard time passing.

One day while expressing my frustration to a colleague, he recommended I look up First Books' Exam Prep. I could tell immediately that this was a unique approach worth the investment. Since we implemented Exam Prep with new recruits our pass rate shot up to well over 90%.

If you or your employees want to pass your exam the first time without falling asleep while studying, I highly recommend you give their training program a try!

Kary Youman, Phillips & Co. Portland, Oregon

Dear Solomon Team, Happy to inform you that I took and passed the Series 7 this past Tuesday. I was not able to prepare as much as I had planned, and would not recommend someone taking the exam at the point I was at in my preparation, but the circumstances demanded it and it worked out. The depth and breadth of material I was able to cover with Solomon obviously played no small part. I am deeply grateful for your partnership for both the SIE and the 7 top-off as I transition from law practice into an RIA compliance role. This has been a big change and your materials and support have been indispensable. I want to particularly note that your audiobook feature is a key distinguishing factor for me. It undoubtedly helped me absorb the material and is an ideal complement to material that is presented in such a way as to benefit those of us who need to learn the “why’s” in the material and not just a series of independently-existing spontaneously-combusted facts. I’m sure both methods work for exam takers, but Solomon excels in the former. Also, as a dad to a half-dozen crew and an auditory learner, an audiobook format helps when your geographic coordinates at the start of a lesson are not the same as those at the end. Thanks again to everyone at Solomon!

Eduardo Mordujovich, Gainesville, FL

A more recent update after taking my Series 7 exam: Within one year of joining the financial industry, Solomon materials have gotten me a 100%, 4 for 4 pass rate with the SIE, S6, 63 and S7 all completed within 10 months. Once again, the materials and practice tests prepared me for the S7 exam better than I could've imagined. I will continue to refer people to Solomon, as the material, customer service, and whole experience has been unmatched.

Alex Coyne, Northwestern Mutual. Pensacola, FL