Series 63: 5.7.4. Client Confidentiality

Taken from our Series 63 Online Guide

5.7.4. Client Confidentiality

Few things can damage relationships like money. It can change people’s motivations, undermine their trust, and call into question their intentions. That’s why many clients are more apt to talk about their love lives than their financial lives.

To help protect client confidentiality, the NASAA places a high value on inve

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Previously I used another prep company for the Series 63 and did not pass. Second time around I used Solomon and passed! What's more, I felt much more confident from taking the practice exams and working towards a higher and higher probability rate of passing. Thank you Solomon! I'll definitely use you again with any future security exams.

Max Thomas, Finalis / Evalla Advisors LLC. Los Angeles, CA

Your exam prep is the best! Passed both the 6 and 63 using Solomon and I recommend it to everyone.

Karen, Colorado Springs, CO

Jeremy I scored a 90% on the 63. Your answering questions for me - even at near midnight on a Friday night (dude... Seriously? I tell people that I have no life...you may have a similar problem) was invaluable. I took the Series 6 on Thursday afternoon - it took me about an hour and forty five minutes - and this time I walked out of the testing center with a 80%. Thanks again!

Glenn Christ, Houston, Texas

I just wanted to say thank you! Thank you! Thank you! I had taken the 63 and failed and was quite discouraged. I happened to come across your book and iPhone app and I just passed [the Series 63] yesterday with an 83 ... a 15 pt difference than the last time I took it. I can not recommend your materials enough!

Julia Smith, RBC Wealth Management

Your "Pass the 7" guide and practice questions helped my studying immensely, and I passed the exam the first time. I am currently using the "Pass the 63" guide and practice questions - the teaching style makes the learning experience much more interesting! I will definitely recommend your products to my friends and colleagues. Thank you so much!

Patrick Chen, Midtown Partners, New York, NY

The manuals make the process of wading through all the material much more enjoyable. Ordinarily, this stuff would not be entertaining to study, but even a serious person like me could be heard laughing out loud occasionally. The on-line testing was very convenient, and being able to refer back to the missed questions was very helpful. Best of all, I passed both the 6 and 63 on the first attempt!

Blaine Burnett, Cascade Financial Advocates, Portland, OR

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Series 63: 5.7.4. Client Confidentiality

Taken from our Series 63 Online Guide

5.7.4. Client Confidentiality

Since you're reading about Series 63: 5.7.4. Client Confidentiality, you might also be interested in:

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