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Michael W.

Series 7 Exam Tutor

New York, NY (10017)

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Background Check Status for Michael W.

Michael W. passed a background check on 6/3/12. The check was ordered by another user through First Advantage. For more information, please review the background check information page.

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I am a full time tutor focused primarily on licensing exams such as the Series 7 Exam, the Series 6 Exam, the Series 65 Exam, the Series 66 Exam, and the Series 63 Exam. This is in contrast to many licensing exam tutors who offer similar services but on a part time basis. I scored a 94 percent on both the series 6 and series 7 exams. I am also a CFA charterholder and passed each of the three CFA exams on the first try. In addition, I have an undergraduate degree in finance and an MBA in finance. I also have substantial investment experience. I have worked in investments for 20 years with the majority of this time focused on investment analysis and portfolio management.

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Michael’s subjects

Corporate Training:
Test Preparation:

Series 63

The Series 63 exam is designed to qualify candidates as securities agents. The examination covers the principles of state securities regulation reflected in the Uniform Securities Act (with the amendments adopted by NASAA and rules prohibiting dishonest and unethical business practices). Some of the specific topic include registration/regulation of agents, broker dealers and investment advisers. I help students with the material on the series 65 and 66 exams, which incorporates content from the series 63 exam. I scored a 90% on the Series 63 Exam. I have 20 years of investment experience, an undergraduate degree in finance & economics and an MBA in finance & investments. I am also a CFA charterholder.

Series 7

The series 7 exam qualifies a candidate for the solicitation, purchase, and/or sale of all securities products, including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, equities and variable contracts. I have an undergraduate degree in finance & economics with a GPA of 3.5 and an MBA in Finance & investments with a GPA of 3.5. I scored a 94% on the series 7 exam on my first try and I became a CFA charterholder after passing levels I, II, and III in consecutive order. In addition, I have worked in finance/investments for the past 20 years.

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City University of New York, Baccalaureate Program (Finance)

Zicklin School of Business at Baruch College (MBA)

Very knowledgeable, patient tutor Michael is helping me to study for my series 6 exam. He is very patient and explains topics very carefully. Also he tries to give examples for better understanding. I've never had a tutor using skype and this definitely exceeded my expectations ...

— Giovanna from Pompano Beach, FL on 7/2/12);

Hourly fee

Standard Hourly Fee: $85.00

Cancellation: 24 hours notice required

College Finance: $70/hr; MBA Finance/Series 6, 7, 65, 66 and 63 Exams: $85/hr for live video and $125/hr for in-person. The fee for cancelling/rescheduling with less than 24 hrs notice is 1 hour.

Travel policy

Michael will travel within 0 miles of New York, NY 10017.

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