Welcome to Securities Coach!
Whether you’re new or seasoned in securities,
nothing is beyond reach!
Securities Coach customizes the structure, systems & roadmap for your securities success!
Chat with me for 15 minutes & you’ll discover 2 things:
1. Getting licensed in securities is easier than you think!
2. Securities licensing will open doors to levels of freedom most people only dream of!
Our Clients
Individuals
There’s a never a bad time to learn more about securities! At any age, with any financial goal, mastering securities is a timeless, recession-proof way to expand your wealth & the wealth of everyone you guide with your knowledge! You can do anything with a Series 65 license! (And we specialize in way more than that!)
Classes, Companies or Groups
We’ve already elevated the portfolios & earnings of top-rated insurance agencies by working with their agents to get licensed in Series 7, 6, 66, 65 & SIE. Their customers love the new offerings & higher level of care they’re receiving. We love it, too!
Will you create the next ripple in your ocean?
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10+ Years of Experience
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Hundreds of Happy Licensees
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98.6%+ Pass Rate
Mark Finelli, JD/MBA
Sarah’s methods & quick notes were invaluable in remembering crucial test information! I give her an A++ and HIGHLY recommend her!
Case Studies
Ed Dropic, President/CEO,
Medicus Wealth Consultants
The personal touch & attention. I didn’t feel like a number. Sarah was always insightful & cheery!
Sarah Edward, Insurance Agent
Securities Coach is my favorite part of studying for the Series 65! The group sessions that we did as an office are where my knowledge really took off for this license!
FAQ
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First things first, don't be nervous! We'll start with a free, 30-minute consultation to get to know each other & determine the best package that meets you where you are.
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Pricing is based on the level of care that is best suited for your needs. Most clients choose my 4×10 package (10 2-hr sessions & we typically meet 2x/week).
All 1:1 & group clients receive access to all learning portals, study materials, slide decks, zoom recordings & practice exams. Whatever level of care suits you best, trust me, it’s well worth it!
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Securities Coach currently offers sessions Monday-Friday 9:00am-6:00pm & Saturdays 10:00am-3:00pm CST. Thankfully, we are in the process of bringing more amazing Tutors on board to open up more availability for you :)
Let’s Do It!
Schedule a FREE 1:1 Introductory Session
& See What a Securities License Can Do
FOR YOU!