Incoming Equity Research Associate - Series 7, 63, 86, 87 Exam Study Materials - STC? FINRA? Mometrix?

Hey Everyone,
I'm a newcomer to Equity Research and will have to complete the Series 7, 63, 86 and 87 exams coming up. Does anyone have experience and recommend specific study materials they used?

I've heard people using the STC materials for the 86 & 87 and sometimes for the 7 & 63 also. All of these seem to add up in cost doing it this way.

I've also heard people just using the FINRA materials for the 7 & 63 from older threads and being able to pass.

Are these still relevant? Wasn't sure if the exams have changed much in the last 4-5 years.

Also - has anyone used Mometrix? (https://www.mometrix.com/studyguides/series8687/).

Just wanted to see what you think the best study materials are for each exam.

Thank you! Cheers

 
Most Helpful

Tempora quidem aut eum quam iure rem. Et accusantium sed pariatur id harum. Nam nihil ut qui tempore aliquam nihil error. Excepturi voluptatum repellat earum numquam vero. Deserunt dolore odit repudiandae est. Vitae laborum necessitatibus ex sit. Architecto fuga minima consectetur rerum qui.

Sapiente aspernatur aut veritatis officiis voluptatibus. Quia voluptas rerum iste.

Nemo sed eos quis voluptate. Sit aut deserunt nostrum architecto alias debitis voluptatem. Sint dolor quo voluptatem et. Molestiae asperiores blanditiis laborum sed et sunt earum.

Career Advancement Opportunities

April 2024 Investment Banking

  • Jefferies & Company 02 99.4%
  • Goldman Sachs 19 98.8%
  • Harris Williams & Co. New 98.3%
  • Lazard Freres 02 97.7%
  • JPMorgan Chase 03 97.1%

Overall Employee Satisfaction

April 2024 Investment Banking

  • Harris Williams & Co. 18 99.4%
  • JPMorgan Chase 10 98.8%
  • Lazard Freres 05 98.3%
  • Morgan Stanley 07 97.7%
  • William Blair 03 97.1%

Professional Growth Opportunities

April 2024 Investment Banking

  • Lazard Freres 01 99.4%
  • Jefferies & Company 02 98.8%
  • Goldman Sachs 17 98.3%
  • Moelis & Company 07 97.7%
  • JPMorgan Chase 05 97.1%

Total Avg Compensation

April 2024 Investment Banking

  • Director/MD (5) $648
  • Vice President (19) $385
  • Associates (87) $260
  • 3rd+ Year Analyst (14) $181
  • Intern/Summer Associate (33) $170
  • 2nd Year Analyst (66) $168
  • 1st Year Analyst (205) $159
  • Intern/Summer Analyst (146) $101
notes
16 IB Interviews Notes

“... there’s no excuse to not take advantage of the resources out there available to you. Best value for your $ are the...”

Leaderboard

success
From 10 rejections to 1 dream investment banking internship

“... I believe it was the single biggest reason why I ended up with an offer...”