Student Success Stories

Garth broke down the most complex topics in a way that finally made sense. I had failed twice before and was ready to give up. After six weeks with Stefan Solutions I passed. The personalized study plan made all the difference.

I was nervous going in. I had no finance background and the material felt overwhelming. Garth's structured approach gave me the confidence I needed. Passed the SIE on my first try.

The personalized study plan was exactly what I needed. Garth knew which areas to focus on and we nailed it. I felt completely prepared walking into the testing center.

Worth every penny. Garth's depth of knowledge and patience made all the difference. The Series 65 covers an enormous amount of material. Having someone map out exactly what to prioritize saved me weeks of wasted study time.

I had a tight deadline. My firm needed me licensed within 60 days. Garth helped me prioritize the right material and build a realistic schedule. Passed with time to spare.

I failed my Series 7 twice before finding Stefan Solutions. Garth identified exactly where I was going wrong. Options and suitability were killing me. He rebuilt my understanding from the ground up. Third time was the charm.

I was studying on my own for two months and not making progress. One month with Garth and I passed. He has a way of explaining variable annuities and mutual fund regulations that just clicks.

Garth helped me tackle both the SIE and Series 7 back to back. He structured the sessions so the SIE prep fed directly into the Series 7 material. Passed both on the first attempt within three months.

I failed the Series 65 on my first attempt. I was devastated. Garth reviewed exactly where I struggled, identified the topic areas where I needed the most work, and we spent four focused sessions closing those gaps. Passed on the second attempt.

I only had two weeks before my exam date. Garth put together an intensive plan and we covered everything that mattered. Passed. Way better than I expected given the timeline.

The free consultation alone was worth it. Garth spent 15 minutes with me and immediately identified that I was spending too much time on topics that barely show up on the exam. That insight alone changed my entire study approach.

I had passed the Series 63 on my own but knew the Series 66 was a different beast. Garth helped me understand how the investment adviser regulations layer on top of what I already knew. Smooth process from start to finish.

My firm was losing patience after my first failure. Garth got me back on track fast. He focused our sessions entirely on the areas the exam actually tests heavily: variable products and suitability. Passed on the second attempt and kept my job.

I am a recent college graduate with no industry experience. Garth made the material accessible and never made me feel behind. I passed the SIE and am now working toward my Series 7.

Garth is the real deal. He does not just teach you the material. He teaches you how to think through exam questions. That test-taking strategy alone made a huge difference. I passed with confidence.