The SIE is the Securities Industries Essential Exam. It covers all the material people need when starting out in the process of becoming a registered representative. We have multiple options for people studying for the SIE exam.

This is the Limited Representative exam required for selling Mutual Funds, Variable Annuities, and other Investment Company Products. You must have the SIE in order to use the Series 6.

The Series 63 is a license required by most states and territories (All except CO, FL, LA, MD, PR, and DC ), to solicit and sell Securities. It requires holding a Series 6, Series 7, or similar license to be able to use.

The Series 65 exam also known as the Uniform Investment Adviser Law Examination, covers laws, regulations, ethics and other topics like retirement planning and the fiduciary duty. It is required to be an Investment Adviser or Investment Adviser Representative. It allows charging fees for managing money and is needed to sell most Managed Accounts.

The Series 26 is the Limited Principal exam for overseeing Investment Company Products, such as Mutual Funds and Variable Annuities. It covers ethics, supervision, representative oversight, and other topics required to be a Principal at a FINRA Member Firm.

 

 

TOTAL PASSED IN 2021

Combined VERIFIED Numbers from Jeff & Brian

SIE

108

SERIES 6

77

SERIES 63

71

SERIES 26

13

SERIES 65

6

TOTAL PASSED IN 2021

Combined VERIFIED Numbers from Jeff & Brian

SIE

817

SERIES 6

532

SERIES 63

526

SERIES 26

88

SERIES 65

41

1 HOUR TUTORING with BRIAN KOLINS

$75.00

This is for 1 hour of tutoring from Brian Kolins. It is assumed that this will be online/phone tutoring, unless you are willing to travel to Wynnewood, PA.

5 HOUR TUTORING with BRIAN KOLINS

$300.00

This is for 5 hours of tutoring from Brian Kolins, usable in any way. It is assumed that this will be online/phone tutoring, unless you are willing to travel to Wynnewood, PA.

10 HOUR TUTORING with BRIAN KOLINS

$500.00

This is for 10 hours of tutoring from Brian Kolins, usable in any way. It is assumed that this will be online/phone tutoring, unless you are willing to travel to Wynnewood, PA.

SIE Mega Tutoring

$575.00

10 Hour Tutoring with Brian & Full Access in SIE Class

S26 Mega Tutoring

$550.00

10 Hour Tutoring with Brian & Full Access in S26 Class

S65 Mega Tutoring

$550.00

10 Hour Tutoring with Brian & Full Access in S65 Class

SIE Concept Cards English

$38.00

These are a set of SIE Concept Cards. There are 157 total cards, 155 are concept flash cards.

SIE Bilingual Concept Cards

$43.00

Englist/Spanish Bilingual Concept Cards. English on one side, Spanish on the other of the most important concepts.

Series 6 Top-Off Cards

$28.00

These are a set of Series 6 Top Off Concept Cards. There are 102 total cards.

Series 63 Concept Cards

$23.00

These are a set of Series 63 Concept Cards. There are 51 total cards, 49 are concept flash cards, plus 2 cards with our contact information.

Siries 65 Concept Cards

$33.00

These are a set of Series 65 Concept Cards. There are 120 total cards, 118 are concept flash cards, plus 2 cards with our contact information.

Series 26 Concept Cards

$28.00

These are a set of Series 26 Concept Cards. There are 126 total cards, 124 are concept flash cards, plus 2 cards with our contact information.

SIE and S6 Top-Off Concept Cards

$60.00

The 2 sets you’ll need if you are in a state that doesn’t require the Series 63 (Colorado, Florida, Louisiana, Maryland, and Ohio)

 

Save $6 ordering them together.

SIE Bilingual and S6 Concept Cards

$65.00

The 2 sets you’ll need if you are in a state that doesn’t require the Series 63 (Colorado, Florida, Louisiana, Maryland, and Ohio)

 

Save $6 ordering them together.

SIE, Series 6 and Series 63 Bundle

$80.00

This is our 3 most popular cards together, and what is needed to be get the 3 licenses required to sell Mutual Funds and Variable Annuities in all 50 states.

 

Save $9 ordering them together.

SIE Bilingual, Series 6 and Series 63 Bundle

$85.00

This is our 3 most popular cards together, and what is needed to be get the 3 licenses required to sell Mutual Funds and Variable Annuities in all 50 states.

 

Save $9 ordering them together.

All 5 Concept Cards Bundle

$135.00

This is all 5 of our concept cards.

 

Normally they would be $155, order all 5 and save $20!!

All 5 (Bilingual SIE) Concept Cards Bundle

$140.00

This is all 5 of our concept cards, with the SIE in Spanish/English copy.

 

Normally they would be $160, order all 5 and save $20!!

SIE, Series 6 and Series 26 Bundle

$90.00

This is our 3 most popular cards together, and what is needed to be get the 3 licenses required to sell Mutual Funds and Variable Annuities in all 50 states.

 

Save $9 ordering them together.

SIE Bilingual, Series 6 and Series 26 Bundle

$95.00

This is our 3 most popular cards together, and what is needed to be get the 3 licenses required to sell Mutual Funds and Variable Annuities in all 50 states.

 

Save $9 ordering them together.

Series 6 and Series 63 Concept Cards Bundle

$45.00

This is all 4 of our 2 most popular sets of cards.

 

If ordered separately it would be $23 for the Series 63 and $28 for the Series 6 for a total of $51!

 

This will save you $6!!

Pure Advisory Card Set

$90.00

If you are going for the 65, to be part of a pure advisory firm, that is you do not have any other FINRA/NASAA licenses, this is the set for you.

 

Save $9 ordering them together.


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