At Augment Success, we specialize in helping professionals master the complex world of financial and insurance licensing exams.
With more than 25 years of hands-on industry experience, spanning financial advising, compliance, operations, and executive leadership, our founder, Joe Patneaude, brings real-world insight to every tutoring session.
Joe has successfully passed multiple FINRA licensing exams (Series 6, 7, 24, 63, 65, 66) along with state insurance and real-estate credentials. He’s also a Certified Financial Educator and Certified Executive Coach and Mentor, which means you’ll learn not only what to study but why it matters in practice.
Our expertise bridges textbook knowledge with the realities of the profession helping you study smarter, understand deeper, and perform better.
We believe effective tutoring is more than drilling questions; it’s about clarity, confidence, and consistency.
Each session is tailored to your experience level, learning style, and exam goals. We focus on simplifying complex topics, building conceptual understanding, and reinforcing retention through repetition and real-life examples.
We combine personalized instruction with Achievable’s adaptive learning platform, giving you the structure of a proven system and the support of a personal mentor. The result? Faster progress, higher scores, and genuine comprehension that lasts beyond exam day.
Our name says it all: Augment Success is about enhancing your abilities and advancing your career.
Passing the exam is just the first step; what you learn here becomes the foundation for your professional growth.
We’re committed to helping every learner strengthen their skills, build confidence, and move toward their next level of success.
“After decades in financial services, I realized many professionals struggle not because they lack ability, but because they’re overwhelmed by theory and jargon.
My goal with Augment Success is simple: make complex topics approachable, connect concepts to real-world situations, and give learners the confidence to succeed. Not just on an exam, but in their careers.”
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