Series 7 Whisperer

Series 66 Exam Prep: Investment Vehicle Characteristics( Series 65 also )


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Welcome to our comprehensive guide to acing the Series 66 and Series 65 exams! In this episode , we delve deep into the crucial topic of Investment Vehicle Characteristics, a cornerstone of your exam preparation. Join us as we dissect the intricacies of equity, bonds, mutual funds, ETFs, annuities, and life insurance.

🔍 What to Expect:

    📚 About the Podcast

    Real-world finance explained the way exams and real life actually test it.
    Ideal for the SIE, Series 7, Series 65/66, and anyone who wants to actually understand money—not just memorize buzzwords.

    ⚠️ Disclosure

    This podcast is for educational purposes only and is not a recommendation to buy or sell any security. Opinions expressed are solely those of the host.

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    Live classes, tutoring, practice questions, and bonus content:

    👉 Website / Classes: https://capitaladvantagetutoring.com

    👉 YouTube: https://youtube.com/@Series7exam

    👉 Substack:https://substack.com/@series7whisperer?

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