The four week classes run through mid May- mid June 2015
A Chat with Create: UR Wealth LLC
What services does your business offer and what makes your business stand out from the competition?
I offer a four-week class to digest and understand how to pass the Series 7. I provide all materials. I teach the class with a mixture of motivation and real-life experiences, and I offer a convenient class schedule because I realize most of my students work, and they can study around their jobs.
Do you provide any materials? What should your students expect to bring?
I provide the reading material, extra notes, and exams: everything you would need to pass the Series 7. My students need to bring a willingness to learn, a positive attitude, a pen, and paper for class notes.
What was the inspiration to start or run this business?
I taught the Series 7 for over 15 years for brokerage firms, and my passing ratio was above average. I enjoy what I do and decided to make myself available to anyone, no matter what firm they are from, who wants to learn and pass the Series 7. I believe I offer the material in a more learnable manner.
What do you love most about your job?
When I see the material click in a student and I know they understand and that they will pass the Series 7. That student then passes and becomes positive about the financial services industry and their future. I enjoy helping people create their future by helping them pass the Series 7 exam.