A more recent update after taking my Series 7 exam: Within one year of joining the financial industry, Solomon materials have gotten me a 100%, 4 for 4 pass rate with the SIE, S6, 63 and S7 all completed within 10 months. Once again, the materials and practice tests prepared me for the S7 exam better than I could've imagined. I will continue to refer people to Solomon, as the material, customer service, and whole experience has been unmatched.

Alex Coyne, Northwestern Mutual. Pensacola, FL

Within a few months, I passed the SIE, Series 7, 63, 65, & 79 exams all on the first try using Solomon Exam Prep. This material will prepare you for the actual exam. I will say in many instances the practice exams are more difficult than the actual exam. Solomon and the various tracking metrics will more than help you prepare for the rigors of exam day. I highly recommend the practice exams and ability to dive back in to review weak areas. I will continue to use their products and services in the future.

Andrew Ezzat, Bank of America. Tampa, FL.

I had a super rough go passing this (Series 7) exam due to a number of personal circumstances, but on my third attempt, I finally passed, with 30 minutes to spare! After my second failed attempt (I failed by ONE question), I spoke to Jeremy Solomon on the phone and via email, and he provided me with some strategies to help me pass the exam once and for all. I focused heavily on rereading the study guide, and teaching concepts to my spouse so that I wasn’t just learning the information, but really understanding it to the point where I could teach it to someone else. The exam simulators are super helpful, but don’t overdo it… this really isn’t the kind of test where you can only learn by doing practice questions. Re-watching the video lectures was very helpful for me as well. I also recommend making flash cards for memorization purposes. If you fail like me, don’t give up - perseverance (and more studying) will get you to the finish line!

Molly Magnuson, CBIZ Retirement & Investment Solutions. Kansas City, MO

Thank you Solomon! I was able to pass the SIE, 7, 63 and 24 in a relatively short time period. The practice exams with answers really helped and when I had a question for The Professor, I always received a quick and accurate response. Solomon is definitely the way to go.

Seth Schader, CCO, Mercer Island, WA

Just passed the Series 7 on the first attempt! Many questions on the FINRA exam forced me to consider scenarios from a different perspective, and the conceptual understanding the Solomon materials and study plan facilitated allowed me to apply my knowledge appropriately. If I need another license in the future, I'll rely on Solomon to help me prepare.

Dave Stakland Cambridge Investment Research Fairfield, IA

The series 7 quizzes were what made the study material the best. I just passed the series 7, it was my second time with Solomon. I Passed the SIE first attempt with their study material and it took me until the second attempt to pass the series 7 with their study material. The unlimited practice quizzes was what helped me pass. What an exciting day! I will be using them for the next 63 or 66!

Patrick Deal, Cape Securities. Frisco, TX

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Suitability by Type of Investor
If the investor is…	…these may be suitable	…these may be less suitable	…and these may be unsuitable
Elderly at the time of making the investment	• U.S. Treasuries • Treasury bond funds and ETFs • Highly rated corporate bond funds and ETFs • High-paying dividend stocks • Dividend funds and ETFs • Bank CDs • Immediate annuities	• Growth stocks	• Deferred annuities • Equity index annuities • Switching annuities that result in surrender and other fees • Mutual fund B shares • Exchanging an annuity or variable life insurance policy for another (Section 1035 exchanges) • Complex products, such as principal protected notes (PPNs) and other structured notes • High yield bonds • Speculative options • Penny stocks (microcap stocks) • Illiquid investments, such as private placements and DPPs • Non-traded REITs • Liquidating retirement savings or using home equity to invest in securities • Products with long holding periods • Products with high withdrawal fees
In a high income tax bracket	• Municipal securities • U.S. Treasury securities in states with high income tax • Growth stocks • Investments where income is deferred, such as private placements, limited partner ships and DPPs • Tax-advantaged accounts, as appropriate: • IRAs • 401(k)s • 529 accounts • ABLE accounts

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Series 7: APPENDIX

Taken from our Series 7 Online Guide

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