Taylor M.
10 lessons
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Find the best local Series 7 tutor in CA
San Francisco, CA
I am FINRA Series 7 licensed. I worked as a Financial Advisor from September 2011 to April 2012. I can teach you all the important concepts that you need to know to pass the series 7 the first time. Get in touch with me, if you need...
I am FINRA Series 7 licensed. I worked as a Financial Advisor from September 2011 to April 2012. I can teach you all the important concepts that you need to know to pass the series 7 the first time. Get in touch with me, if you need...
Bernard is thorough, knowledgeable, and patient. He is also very flexible. Great tutor! He explains fundamental concepts and helps students work through their problems in an organized manner. - Tommie or Nichole, 17 lessons with Bernard
Escondido, CA
I have worked for a national investment firm for 2 years and have passed the exams for and hold current licenses for Series 7 and Series 66, as well as the California Life & Health insurance licenses. I studied for each exam on my own,...
I have worked for a national investment firm for 2 years and have passed the exams for and hold current licenses for Series 7 and Series 66, as well as the California Life & Health insurance licenses. I studied for each exam on my own,...
Los Angeles, CA
I know how frustrating the Series 7 exam is because I was in your shoes and I took the test myself. I have been tutoring Series 7 for over 10 years now, and I created a great Cheat Sheet called "Series 7 Timing Rules:...
I know how frustrating the Series 7 exam is because I was in your shoes and I took the test myself. I have been tutoring Series 7 for over 10 years now, and I created a great Cheat Sheet called "Series 7 Timing Rules:...
Supervisory Principal holding Series 7, 24, 66, 4, 52, and 53.
Supervisory Principal holding Series 7, 24, 66, 4, 52, and 53.
Austin is very Knowledgeable. Passed the Series 7 with his help. Highly recommend. Went over the important areas of the exam. Thank you for everything you did to help me on my path! - Devan, 2 lessons with Austin
I have taken and passed the 7/65/63 and understand how the exams are daunting. I have over 15 years of experience in financial services which includes working a financial adviser and as a corporate and securities attorney. I also graduated law...
I have taken and passed the 7/65/63 and understand how the exams are daunting. I have over 15 years of experience in financial services which includes working a financial adviser and as a corporate and securities attorney. I also graduated law...
Dana has helped me successful pass the SIE, Series 7, and Series 63 exams. The Series 7 Exam was one of the hardest exams I’ve ever taken and took me multiple attempts. Dana helped calm my nerves and helped me focus on achieving a... - Mary, 26 lessons with Dana
I've aced my 7, 63, 65, and 55 on my first try and I have eight years of experience in the financial industry plus independent study and I received an Honors degree in Economics.
I've aced my 7, 63, 65, and 55 on my first try and I have eight years of experience in the financial industry plus independent study and I received an Honors degree in Economics.
I have been helping students pass the Series 6, 7 and 66 for the past 26 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress...
I have been helping students pass the Series 6, 7 and 66 for the past 26 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress...
I am not a Math person and I do really struggle with Options but Bill has so much patience teaching me. I tried a tutor before whish also has a 5 star rating but during the entire lesson I was just there listening. Bill will let y... - Anna, 5 lessons with William
I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from...
I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from...
Karen has an amazing way of explaining ways in a simple way that allows me to break topics down bit by bit. We focused my first study session on a particular area that I have been struggling with. After the session and watching th... - Andy, 2 lessons with Karen
I possess licenses for Series 7, Series 63 and life insurance + variable annuities in WA, CA and other states. I passed the Series 7 exam in 1 try at a score of 92%.
I possess licenses for Series 7, Series 63 and life insurance + variable annuities in WA, CA and other states. I passed the Series 7 exam in 1 try at a score of 92%.
I wanted to share my experience with my tutor Bud L. I am in my final year of college and found myself in need of a tutor in my Managerial Finance class, which is a capstone course in my degree track. The sheer volume and technica... - Robert, 29 lessons with Bud
I had a 26-year career as a Series7 licensed industry professional. I have tutored for this exam since 2019.
I had a 26-year career as a Series7 licensed industry professional. I have tutored for this exam since 2019.
I came to Hal 2 weeks before my Series 7 exam distressed and concerned I wasn't going to pass for the third time. Hal helped me pass the exam and feel confident taking the test! He was available at the times I needed help and was ... - Carolyn, 5 lessons with Hal
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 7. With my unique background, I can share real word experiences and examples. I have extensive experience...
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 7. With my unique background, I can share real word experiences and examples. I have extensive experience...
I can't thank Garth enough, as my job depended on passing the S7. I did not pass the S7 on my first attempt, but was able to succeed the second time, with the help of Garth. Specifically, he helped me to understand Options/Opti... - Adrian, 3 lessons with Garth
As a Wall Street advisor and portfolio manager for 15+ years, I held a series 7. I tutored trainees for test prep for the 7. I currently tutor series 7 prep and have a master's in business.
As a Wall Street advisor and portfolio manager for 15+ years, I held a series 7. I tutored trainees for test prep for the 7. I currently tutor series 7 prep and have a master's in business.
I have 4 years experience in the financial services industry 2 of which were specifically teaching series 7. The program I taught for series 7 was a structured 6 week paid corporate training program where I ran classes, helped...
I have 4 years experience in the financial services industry 2 of which were specifically teaching series 7. The program I taught for series 7 was a structured 6 week paid corporate training program where I ran classes, helped...
I have 1000s of hours teaching and helping people paaa the series 7 My number is 917 204 5486
I have 1000s of hours teaching and helping people paaa the series 7 My number is 917 204 5486
I am a former bond specialist at a NYSE firm and have the FINRA series 7, series 63, series 66 and series 24 registrations. I have a comprehensive knowledge of general securities as a rep and as a principal. The series 7 exam tests a...
I am a former bond specialist at a NYSE firm and have the FINRA series 7, series 63, series 66 and series 24 registrations. I have a comprehensive knowledge of general securities as a rep and as a principal. The series 7 exam tests a...
Carlyle's tutoring and preparation for the FINRA Series 24 exam are truly exceptional. I cannot praise his program enough for the invaluable assistance it provided me in achieving success in this challenging exam. What makes Ca... - George, 100 lessons with Carlyle
I have trained and tutored people for over 20 years on the Series 7. I am a partner of a stockbroker training institute. There is a tremendous amount of information that may be tested on the Series 7 exam. Most people require...
I have trained and tutored people for over 20 years on the Series 7. I am a partner of a stockbroker training institute. There is a tremendous amount of information that may be tested on the Series 7 exam. Most people require...
I have more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson as well as an instructor/tutor for FINRA exams and the CFA program. In these roles, apart from instructing, I have had...
I have more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson as well as an instructor/tutor for FINRA exams and the CFA program. In these roles, apart from instructing, I have had...
Mark was an absolutely amazing tutor and I can't say enough great things, he helped me these last few months prepare and pass the Series 7, 63 and 65 exams!! I can honestly say that the amount I was able to learn and grasp through... - Alexandra, 32 lessons with Mark
I previously passed the Series 7 exam. Moreover, I was a financial advisor. Also much of the Series 7 exam deals with underwritings, finance and broker dealer relationships, which I have nearly 10 years of experience doing.
I previously passed the Series 7 exam. Moreover, I was a financial advisor. Also much of the Series 7 exam deals with underwritings, finance and broker dealer relationships, which I have nearly 10 years of experience doing.
I found Kevin while preparing to take the series 7 for my third time. I had previously taken the Kaplan course and I can easily say Kevin’s tools and explanations were far more thorough in achieving a better understanding of conce... - Laura, 17 lessons with Kevin
I got 88% in the Series 7 and passed it comfortably as a result.
I got 88% in the Series 7 and passed it comfortably as a result.
Sebastian was nothing short of a game changer for me. He was the 4th Tutor I have used over my testing journey and the others did not even compare. Sebastian breaks down test taking techniques to make them simple, helps you unders... - Sean, 8 lessons with Sebastian
I have over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 13 years at two leading financial firms. I began teaching the Series 7 before it was split into the SIE and the top-off exam, and I...
I have over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 13 years at two leading financial firms. I began teaching the Series 7 before it was split into the SIE and the top-off exam, and I...
I recently passed my Series 7 and I am happy to give a lot of the credit to Jason. Let me start off by saying he is worth every single penny. I previously used other tutors through Wyzant and a lot of them have preset presentation... - Sean, 3 lessons with Jason
...and Futures & Options Principal (Series 3). I use real-life situations I have encountered in my career to illustrate the Series 7 content and make it come to life and easier to understand and remember....
...and Futures & Options Principal (Series 3). I use real-life situations I have encountered in my career to illustrate the Series 7 content and make it come to life and easier to understand and remember....
I worked with Rob last in 2023 and helped me pass my Series 7. Which is why I am working with him now through my Series 66. Rob engages you with real life applications. Cutting through all the miscellaneous fluff. Drilling down to... - Robert, 19 lessons with Rob
I first earned this license in the late 90's and passed on the first attempt using a study method that I developed. I use the Kaplan material as a basis to create my own study material which is much more straightforward and acts as an excellent...
I first earned this license in the late 90's and passed on the first attempt using a study method that I developed. I use the Kaplan material as a basis to create my own study material which is much more straightforward and acts as an excellent...
"Bret is an exceptional tutor who played an absolutely pivotal role in my success on the Series 66 exam. Over the past month, his guidance and expertise were instrumental in helping me not just understand, but truly dominate this ... - Alex, 17 lessons with Brett
Having passed and taught the Series 7 exam, I have the knowledge, strategies, and coaching skills to get you a pass on your first attempt. As an active industry professional, I will show you how to apply what you’re learning to the real...
Having passed and taught the Series 7 exam, I have the knowledge, strategies, and coaching skills to get you a pass on your first attempt. As an active industry professional, I will show you how to apply what you’re learning to the real...
I am an expert tutor specializing in GMAT, SIE, Series 7, 57, and 63 exam preparation as well as Macroeconomics / Statistics / Python / C# programming who is passionate about helping individuals achieve their goals and...
I am an expert tutor specializing in GMAT, SIE, Series 7, 57, and 63 exam preparation as well as Macroeconomics / Statistics / Python / C# programming who is passionate about helping individuals achieve their goals and...
John is extremely knowledgeable and patient. He knows the material very well and helps you get the concepts down. I will definitely schedule additional sessions. - Michael, 2 lessons with John
Along the way, I have earned my Certificate in Financial Planning from Bryant University. I have extensive one-on-one online tutoring experience for the SIE, Series 7 and CFP(R) Certification Examinations. I have taken and passed all three,...
Along the way, I have earned my Certificate in Financial Planning from Bryant University. I have extensive one-on-one online tutoring experience for the SIE, Series 7 and CFP(R) Certification Examinations. I have taken and passed all three,...
10 lessons
1 lesson
12 lessons
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