Terms & Conditions

1. Agreement to Terms

These Terms and Conditions ("Terms") constitute a legally binding agreement between you ("you" or "Client") and Series 7 Master LLC ("we," "us," "our," or "Series 7 Master"), governing your access to and use of the website series7master.com (the "Site") and all coaching services, programs, digital products, messaging programs, and materials offered by Series 7 Master (collectively, the "Services").

By accessing our Site, purchasing any product, enrolling in any program, opting in to receive SMS/MMS messages, or using our Services in any way, you acknowledge that you have read, understood, and agree to be bound by these Terms. If you do not agree, do not use our Site or Services.

2. Services Offered

Series 7 Master provides securities licensing exam coaching and preparation services, including but not limited to:

• Pick My Brain: One time private coaching sessions
• Do It Yourself: Self paced study platform access with prerecorded content and AI coaching tools
• Do It With You: Group coaching program including live weekly sessions and study platform access
• Do It For You: Private one on one coaching with direct access to Arnold Sand
• Free introductory coaching sessions
• Downloadable materials, guides, and resources (including "The 7 Exam Killers")

Services are available for the SIE, Series 7, Series 63, Series 65, and Series 66 exams.

3. SMS and MMS Messaging Terms

Message Frequency: Message frequency varies based on your engagement with our services, your coaching program, and your account activity.

Message and Data Rates: Message and data rates may apply. Please contact your mobile carrier for details about your text messaging plan.

Opt-Out Instructions: You may opt out of receiving SMS/MMS messages at any time by texting STOP to any message you receive from us. After you send STOP, we will send you a single confirmation message to confirm your unsubscription. No further messages will be sent unless you opt in again.

Help: For help or information about our messaging program, text HELP to any message you receive from us, or contact us at [email protected] or (914) 417-4774.

Consent: Your consent to receive SMS/MMS messages is not a condition of purchasing any product or service from Series 7 Master. You may purchase services without opting in to text messages.

Eligibility: By opting in to receive SMS/MMS messages, you confirm that you are the account holder or authorized user of the mobile phone number submitted.

Carrier Disclaimer: Wireless carriers (including but not limited to AT&T, T-Mobile, Verizon, and others) are not liable for delayed or undelivered messages. Series 7 Master is not responsible for messages that are not delivered due to carrier issues, device incompatibility, or other factors outside our control.

Supported Carriers: Our messaging program is compatible with most major U.S. wireless carriers. Carrier support may change without notice.

Privacy: Your phone number and any information collected through our messaging program will not be shared with, sold to, or rented to third parties or affiliates for marketing or promotional purposes. For full details on how we handle your data, please review our Privacy Policy.

4. No Guarantee of Exam Results

5. Payment Terms

All payments are processed securely through Stripe. By making a purchase, you agree to Stripe's terms of service and authorize us to charge the payment method you provide.

One time payments: Pick My Brain, Do It Yourself, and Do It With You are billed as single one time payments at the time of purchase.

Recurring payments: Do It For You is billed on a weekly recurring basis. Your payment method will be charged automatically each week on the same day until the subscription is canceled. You are responsible for canceling your subscription by contacting us directly.

All prices are listed in U.S. Dollars (USD). We reserve the right to change pricing at any time. Price changes will not affect purchases already completed.

6. Refund Policy

7. Free Session Terms

Our complimentary introductory session is offered at no cost and with no obligation. Scheduling a free session does not obligate you to purchase any product or service. Arnold Sand reserves the right to accept or decline free session requests at his discretion.

8. Intellectual Property

All content on the Site and within our Services, including but not limited to text, graphics, logos, images, audio, video, study materials, methodologies, proprietary coaching systems, the "Sandman Sayeth" framework, Arnold AI, and all related branding, is the exclusive property of Series 7 Master LLC and is protected by U.S. and international copyright, trademark, and intellectual property laws.

You may not reproduce, distribute, modify, create derivative works from, publicly display, or otherwise exploit any of our content without prior written consent from Series 7 Master LLC.

9. User Conduct

When using our Site and Services, you agree not to:

• Share, distribute, or resell any proprietary materials, recordings, or content provided through our programs
• Record coaching sessions without prior written consent
• Use our Services for any unlawful purpose
• Misrepresent your identity or provide false information
• Interfere with or disrupt the operation of our Site or Services
• Attempt to gain unauthorized access to any part of our Site or systems

Violation of these terms may result in immediate termination of your access to our Services without refund.

10. Third Party Services

Our Site and Services may integrate with or contain links to third party services, including Stripe (payments), GoHighLevel (CRM, scheduling, and messaging), Vimeo (video hosting), and the Matterhorn study platform. We are not responsible for the practices, policies, or content of third party services. Your use of those services is governed by their respective terms and policies.

11. Disclaimer of Warranties

Our Site and Services are provided on an "as is" and "as available" basis without warranties of any kind, either express or implied, including but not limited to implied warranties of merchantability, fitness for a particular purpose, and non infringement. We do not warrant that our Site will be uninterrupted, error free, or free of viruses or other harmful components.

12. Limitation of Liability

To the fullest extent permitted by law, Series 7 Master LLC, its owner Arnold Sand, and its affiliates, employees, and agents shall not be liable for any indirect, incidental, special, consequential, or punitive damages arising out of or related to your use of our Site or Services, including but not limited to loss of revenue, loss of profits, loss of data, or failure to pass any examination.

Our total liability to you for any claim arising from these Terms or your use of our Services shall not exceed the total amount you paid to Series 7 Master in the twelve (12) months preceding the claim.

13. Indemnification

You agree to indemnify, defend, and hold harmless Series 7 Master LLC, Arnold Sand, and their affiliates, employees, and agents from and against any claims, liabilities, damages, losses, and expenses (including reasonable attorney's fees) arising out of or in any way connected with your use of our Site or Services, your violation of these Terms, or your violation of any rights of a third party.

14. Governing Law and Jurisdiction

These Terms shall be governed by and construed in accordance with the laws of the State of New York, without regard to its conflict of law provisions. Any legal action or proceeding arising out of or relating to these Terms shall be brought exclusively in the state or federal courts located in Westchester County, New York, and you consent to the personal jurisdiction of such courts.

15. Dispute Resolution

Before initiating any formal legal proceedings, you agree to first contact Series 7 Master LLC to attempt to resolve any dispute informally. If we are unable to resolve the dispute within thirty (30) days, either party may pursue formal proceedings as described in the Governing Law section above.

16. Severability

If any provision of these Terms is found to be unenforceable or invalid by a court of competent jurisdiction, that provision shall be modified to the minimum extent necessary to make it enforceable, and the remaining provisions shall continue in full force and effect.

17. Entire Agreement

These Terms, together with our Privacy Policy, constitute the entire agreement between you and Series 7 Master LLC regarding your use of our Site and Services and supersede all prior agreements, representations, and understandings.

18. Changes to These Terms

We reserve the right to modify these Terms at any time. Changes will be posted on this page with an updated effective date. Your continued use of our Site or Services after any changes constitutes your acceptance of the updated Terms. We encourage you to review these Terms periodically.