If You Are New to Securities Coach, Welcome!
Before you select a package, please be sure you’ve already had your Free, 30-minute Consultation with us.
This not only serves to ensure you’re choosing the best package option for you, it gives us some time to set you up in our systems & make sure you feel welcome & comfy with all of the awesome new tools you’ll soon be using!
Thank you so much for working with us! We can’t wait to connect with you soon!
1:1 Support
All 1:1 programs are serviced in 2-hour sessions 2x/week & include Telegram support Monday - Friday.
Note: In the checkout process, you will receive a code to use to book all of your own sessions.
4 x 10
This is our highest level of care & also our most common!:
4 hours/week x 10 weeks for a total of 40 hours of 1:1 instruction on the Series exam of your choice. We’ll put together a training schedule & outline specific to you. You will also get access to: All of Our Zoom Recordings, 4 Learning Portals, Test Materials, Slide Decks & Practice Exams.
4 x 5
4 hours/week x 5 weeks for a total of 20 hours of 1:1 instruction on the Series exam of your choice. Includes Zoom Recordings, Access to All 4 Learning Portals, Test Materials & Slide Decks, & Practice Exams.
4 x 2.5
4 hours/week x 2.5 weeks for a total of 10 hours of 1:1 instruction on the Series exam of your choice. Includes Zoom Recordings, Access to All 4 Learning Portals, Test Materials & Slide Decks, & Practice Exams.
Welcome to Suite Success!
Series 65 Secured
5 Days to Securing Your Success on the Series 65 Exam
TOGETHER, we’ll spend 5 days covering the ins and outs of the Series 65 Exam - everything from securities terms to laws and regulations to specific verbiage used on the exam.
Not only that, we’ll offer test-taking guidance, including healthy habits for test prep, brain tricks for knowledge retention, and testing strategies to keep your head in the game!
This is your one-stop shop for everything you need to secure your Series 65 success!
We created this course to serve you in 3 Powerful Ways:
As a starting point to build a strong foundation,
To clarify tough topics & reignite your momentum, or
As a final review to bring everything together with confidence!
Classes will be hosted in West Virginia and California
Don’t wait to reserve your spot now! TONS of bonuses are yours for the taking!
We can’t wait to secure your success & see you in the 98.6% of amazing Agents who pass their Series exam with us!
1:Co Support
This is for companies ready to expand your offers & your pocketbooks through financial brokering/dealing and/or financial advising. The Series 63 & 65 are our specialities!
We’re coming in hot with 2-hour sessions 2x/week for 10 weeks + All Access to Recordings, Study Materials & Portals for Your Entire Team!
It’s not luck - it’s strategy!
2-10
People
11-25
People
26+
People
2-Day Intensives
All intensives are tailored to the specific series exam requested & can be customized to meet the needs of an individual or a team of up to 25.
Click the link to explore the fast lane!