Series 7 Whisperer cover art

All Episodes

Series 7 Whisperer — 109 episodes

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Title
1

Is GameStop really gonna buy eBay?

2

Trusts and Joint Accounts ( Series 65 and Series 66 Exam )

3

Efficient Market Hypothesis (Series 65 and Series 66)

4

SIE Exam Prep ( Market mechanics) Options,Mutual Funds,Economics,Order types

5

Series 7 Exam: Customer Accounts ( SIE Exam also )

6

A Guide to Equity Securities

7

What AI Really Means for Finance Careers (No Hype)

8

Series 7 Exam Prep: All About Bonds

9

Securities Acts Explained for SIE Exam

10

Series 7 Exam Prep:529 Plans.. Absolutely Testable

11

Open End Funds vs Closed End Funds:A casual conversation

12

Private Credit: what the heck is it?

13

Series 65 and Series 66 Exam: Behavioral Finance

14

Series 7 Exam prep: What is an ADR?

15

ISO Versus NSO Stock Options Showdown

16

EA Just Leveled Up… to $55 Billion

17

SIE Exam Content Outline part 3

18

Series 7 Exam Content Outline Part 1

19

SIE Complete PArt 2 ( Offerings )

20

Complete SIE Part 1 ( SIE Exam content outline explained

21

SIE Exam Prep: A conversation about Equities

22

SIE exam prep the Regulators...

23

WTF!! China... Its time to play fair

24

SIE Exam Terms and definitions (Series 7 Exam also )

25

SIE and Series 7 Exam: Terms and Definitions Part 1

26

Series 7 Exam Prep: Bottom Up vs Top Down investing

27

Wall Street Wrap Up Feb 11th, 2025

28

10 Top 10 Reasons FINRA Should Let Anyone Take the Series 7 Exam (No Sponsorship Needed!)

29

Wall Street Wrap up. Jan 25th, 2025

30

Series 7 Showdown: Which is better? Mutual Fund or ETF?

31

Series 66 Showdown: Broker Dealer Vs Investment Advisors

32

Series 7 Showdown:GO Bonds vs. Revenue Bonds: The Ultimate Muni Finance Smackdown

33

Intro to the SIE exam part 2 8/26/2024

34

Intro to the SIE Exam 8/24/2024

35

LIVE Q&A SIE Exam and Series 7 Exam Aug 15th 2024

36

Series 7 Exam :Exploring the Different Types of Mutual Fundss

37

Option Cost Basis : Way too fast Rundown

38

Live Q&A SIE exam and all FINRA and NASAA Exams 7/16/2024

39

Are you an Accredited Investor?

40

SIE and ALL FINRA Exam LIVE Q&A June 25th, 2024

41

LIVE Q&A SIE EXAM and ALL FINRA and NASAA Exams June 18th 2024

42

Series 65/66 Investment Advisory Clients

43

Live Q&A for SIE Exam and ALL FINRA and NASAA Exams June 13,2024

44

SIE and Series 7 LIVE Q&A June 11 2024 with 20 minutes of "How to study"

45

Arbitrage is not a dirty word

46

Series 7 Exam Weekly Class June 7th 2024

47

Dividend Timeline: New Rules for T+1 SIE Exam prep and Series 7 Exam Prep

48

Live Q&A SIE exam and ALL FINRA and NASAA Exams.. May 30th, 2024

49

Live Q&A May 21st 2024 ( SIE Exam, Series 7 Exam, Series 66 Exam )

50

SIE Exam Prep:T+1 settlement is coming soon to a BrokerDealer near you

51

LIVE Q&A ALL FINRA AND NASAA Exams May 16, 2024

52

SIE Exam prep: Riskless Principal vs Net Basis

53

SIE Exam and Series 7 exam :Way too fast rundown on Structured notes

54

Series 6 Exam: Investment Startegies and Portfolio Analysis

55

LIVE Q&A ALL FINRA EXAM Apr 18, 2024 w/special guest!! Brandon Rith

56

SIE and Series 7 LIVE Q&A April 11 2024 replay

57

SIE Exam prep: What is a Pipe Offering 2 min overview

58

Live Q&A SIE exam and ALL FINRA and NASAA exam Apr 2 ,2024 Replay

59

Series 7 Exam : Quick and Dirty.. 30 mins of tips and tricks to pass the Series 7 Exam

60

Series 66 Exam Prep: Investment Vehicle Characteristics( Series 65 also )

61

Live Q&A SIE exam and ALL FINRA and NASAA exam ( my most unhinged ) Mar 5,2024 Replay

62

Live Q&A All FINRA and NASAA Exams Feb 29th 2024 ( REPLAY )

63

Series 7 Exam live Q&A Feb 27th 2024 ( Replay)

64

Series 7 Exam prep: What is REIT?( DPP bonus)

65

Federal Securities Acts ( Series 65 and Series 66 Exam )

66

Series 7 Exam Prep: A Comprehensive Guide to ETFs and ETNs

67

Series 7 Exam :Option Collars

68

Series 7 Exam: Option Math( opening and closing transactions )

69

Series 63 The Administrator and Jurisdiction ( Series 65 and Series 66 )

70

Career change into Finance? Look before you Leap

71

twas the night before Chrismas (series 7 edition)

72

5 Simple tips to prevent burnout when studying

73

Series 65/66 Exam:What is an Investment Advisor

74

How I passed the Series 7 Exam in one try

75

Series 65/66 Exam:Per Stirpes vs Per Capita

76

Series 63/65/66: What is a Broker Dealer

77

Discretionary Accounts( SIE exam and Series 7 Exam )

78

Option basics: Dont be afraid of the Greeks

79

Securities Registration ( Series 63,65 and Series 66 Exam )

80

Series 6 Exam Quick and DIrty Last minute review

81

Way Too Fast Rundown on: What is a Bond?

82

8 Hours of Finance Terms you need to know

83

Finance Terms you need to know T-Z

84

Finance Terms you need to know for the Series 7 and Series 65 Exam

85

ETF vs ETN: Series 7 Exam

86

I Failed the Series 7 Exam.. What do I do now? (any FINRA or NASAA Exam )

87

Series 63 (Crash Course) Quick and Dirty Review

88

Series 66 (Crash Course ) Quick and Dirty Review

89

Series 7 Exam prep: Complaints. Disputes and Errors OH MY!!

90

Series 57 Trading Markets (video in description )

91

Regulation M for the Series 57 and Series 24

92

Series 63 Exam: Ethical and Prohibited Activities ( Series 65 and Series 66 also )

93

Series 63 Exam Prep: Definitons and Overview

94

Series 7 Tips and Tricks Guerilla stye (Quick and Dirty )

95

Finance terms you need to know Letter R #series7 #series65 #sieexam

96

Finance Terms you need to know P-Q for the Series 7 Exam and Series 65 Exam

97

Series 65 Updated topics: Digital Assets

98

Finance terms you need to know Letters N-0

99

Finance terms: Series 7 Exam and Series 65 Exam Letter M

100

Should I take the Series 65 or Series 66 Exam

101

Series 7 Exam Prep:Retirement accounts: A Quick Overview

102

Do I need to be sponsored to take the Series 7 Exam ?

103

Finance terms H - L forAll Licensing Exam Series 7 Exam and Series 66 Exam

104

What is the SIE Exam and should I take it?

105

Finance terms D to H For all Licensing Exams Series 7 Exam and Series 66 Exam

106

Finance Terms A to D For all Licensing Exams Series 7 Exam and Series 66 Exam

107

Series 7 Exam Prep Free Municipal Bonds

108

Series 7 Exam Prep Free Treasury Bonds

109

SIE Exam Prep {Quick and Dirty)Listen the day before the exam