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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 a first class teacher and a plethora of knowledge when it came to my successful completion of the series 7 exam. I didn't receive the score I desired initially on the exam and after that, I sought extra assistance via Wyz... - Reid, 8 lessons with Mark
I have tutored the Series 7 for many years prior to it being split into two 3 hour exams consisting of the SIE and Top off Series 7.
I have tutored the Series 7 for many years prior to it being split into two 3 hour exams consisting of the SIE and Top off Series 7.
I really wanted to pass the Series 7 and I freaked out when the test date got closer. It felt like so much information in my head that I became overwhelmed. What happened with Jamie is that he explained stuff in the Series 7 in la... - Aggie, 3 lessons with Jamie
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 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 started studying for the Series 7 in August of ’25 using Kaplan. Five months, two failed attempts, and nearly $1,000 in exam fees later, I realized the way I was studying just wasn’t working. I googled “Series 7 tutor” and came ... - Hayden, 5 lessons with Jason
FINRA licensed Series 7, 63 and 65. Extensive experience in capital markets, including; fixed income, equities, annuities and tax free and tax deferred investments. Will tutor students looking to pass these exams.
FINRA licensed Series 7, 63 and 65. Extensive experience in capital markets, including; fixed income, equities, annuities and tax free and tax deferred investments. Will tutor students looking to pass these exams.
Jack was a wonderful tutor who helped improve my study habits, slow things down for me and kept me in a positive mindset for both the Series 7 and the Series 63, both of which I passed with 80 or above. He will find out your stren... - Colleen, 2 lessons with Jack
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 have the Series 7 license. I have been through the continuing education for the series 7 for the last 6 years as well. In addition to the Series 7 license I have passed Levels I and II of the CFA which has significant...
I have the Series 7 license. I have been through the continuing education for the series 7 for the last 6 years as well. In addition to the Series 7 license I have passed Levels I and II of the CFA which has significant...
Jim works in the securities industry, and is very knowledgeable about the Series 7 material. He also is great at breaking down and conveying complex concepts in a student-friendly manner. Highly recommended! - Allan, 9 lessons with Jim
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...
Garth is an incredible tutor for the Series 7. He is patient, very good at explaining, and helped build up my confidence to pass the exam on the first try! Garth really helped break down complex topics (options, margin, etc.) into... - Rachel, 10 lessons with Garth
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...
Out of curiosity, I worked with some tutors for the Series 7 exam. Brett has the ability to explain in words and visually every concept in the book in addition to explaining it, in different ways. The vast majority of tutors can h... - Giovanni, 4 lessons with Brett
I provide personalized guidance and instruction to individuals preparing for the FINRA Series 7 Exam. I have a background in Finance and Accounting and am a licensed CPA. I can help students understand complex topics in the securities...
I provide personalized guidance and instruction to individuals preparing for the FINRA Series 7 Exam. I have a background in Finance and Accounting and am a licensed CPA. I can help students understand complex topics in the securities...
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 just completed my series 7 testing journey and I could not recommend Kevin enough! We worked through all of the areas I was struggling with and he was able to provide industry insight that connected the dots. Overall, he gave me... - Paris, 11 lessons with Kevin
I have been helping students pass the Series 6, 7, 63, 65 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...
I have been helping students pass the Series 6, 7, 63, 65 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...
Bill simplified the study material in very creative ways. I loved how he explained things with visual aids and fun tricks to remember things. I appreciated that he provided me with additional material/ homework. He is patient ... - Massiel, 2 lessons with William
I have saved dozens of jobs and careers for folks that had to pass their 7 on their last attempt-some where English is their third language and that never believed that they could pass the exam. I aced my 7, 63, 65, and 55 on my first try and I...
I have saved dozens of jobs and careers for folks that had to pass their 7 on their last attempt-some where English is their third language and that never believed that they could pass the exam. I aced my 7, 63, 65, and 55 on my first try and I...
Arseny helped me with my Series 66 and my Series 7. Passed both on my first try and there is no chance I would have passed first try without him. Super knowledgeable and was really good at helping me understand the topics by compa... - Jacob, 37 lessons with Arseny
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.
Before I found Sebastian, I had already failed the Series 7 my first try. I had prepared for it with a different tutor who thought I was ready and was going to pass and instead I failed, was devastated, and I never heard from tha... - Hebah, 5 lessons with Sebastian
Supervisory Principal holding Series 7, 24, 66, 4, 52, and 53.
Supervisory Principal holding Series 7, 24, 66, 4, 52, and 53.
I would recommend Austin for Series 7 tutoring in a heartbeat. I passed my series 7 with all his help with options, margin, and investment products/municipal bonds. I was scoring very low on my options questions sections and began... - Dina, 6 lessons with Austin
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 had 2 sessions with Rueben and he was an invaluable resource to me in passing my Series 7 exam. He has great methods to simplify concepts that seemed much more complex when reading them from the textbook. Rueben was very patient... - Mark, 2 lessons with Rueben
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
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,...
Jorge was very patient and answered my hundreds of questions. He never rushed me and I always felt comfortable. He gave me real world examples how certain concepts of the Series 7 worked such as breaking down the new issue market,... - Stephanie, 3 lessons with Jorge
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...
I first started working with Carlyle after I had failed my Series 7 and Series 66 exams on my first attempts. Carlyle helped me with my preparation for my second attempts for the Series 7 and Series 66. With his help, I was able t... - Carolyn, 16 lessons with Carlyle
I am a former financial services professional with years of experience with registered Broker/Dealers including Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE principal certifications including: series SIE, series #4...
I am a former financial services professional with years of experience with registered Broker/Dealers including Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE principal certifications including: series SIE, series #4...
My son failed his first attempt at the Series 7 exam and obviously realized he needed assistance. I connected with WyzAnt reviewing various tutors’ credentials and experience. I fortunately selected a wonderful instructor named Jo... - Jane, 24 lessons with John
In 2006, I passed the Series 7 at Morgan Stanley with a 92% taking only 2 hours and 15 minutes of the then 8 hour exam. I repassed the Series 7 in 2019. I have tutored over a dozen students to pass the Series 7 and have...
In 2006, I passed the Series 7 at Morgan Stanley with a 92% taking only 2 hours and 15 minutes of the then 8 hour exam. I repassed the Series 7 in 2019. I have tutored over a dozen students to pass the Series 7 and have...
I have held Series 7, 6 and 63 licenses as a retirement plan and institutional asset management professional. As a CFA charterholder and certified tutor, my knowledge base encompasses the subject matter included in the Series 7...
I have held Series 7, 6 and 63 licenses as a retirement plan and institutional asset management professional. As a CFA charterholder and certified tutor, my knowledge base encompasses the subject matter included in the Series 7...
Jim was great at talking through components of the CFA exam at a conceptual level, and helping to see the big picture of why we're being tested on different areas. I greatly enjoyed working with him, and will look forward to worki... - Catherine, 12 lessons with Jim
I have tutored successfully for the Series 7 for over eight years. I have extensive brokerage and investment advisory operations, sales and management experience. I was FINRA Series 65 licensed, as well as being previously Series 7,...
I have tutored successfully for the Series 7 for over eight years. I have extensive brokerage and investment advisory operations, sales and management experience. I was FINRA Series 65 licensed, as well as being previously Series 7,...
Ken is an amazing tutor and his lessons helped me pass my Series 7, Series 65, and Series 63. With his extensive experience in the industry, he brings valuable insight and delivers high-level explanations for complex test topics. ... - Sifa, 17 lessons with Ken
I’m a dedicated Series 7 tutor who specializes in making complex FINRA concepts clear, memorable, and manageable for every type of learner. After years of helping students pass the General Securities Representative Exam with confidence, I...
I’m a dedicated Series 7 tutor who specializes in making complex FINRA concepts clear, memorable, and manageable for every type of learner. After years of helping students pass the General Securities Representative Exam with confidence, I...
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12 lessons
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On Wyzant, you can find licensed tutors in Chesapeake, VA, who specialize in Series 7 exam prep. Our platform connects learners with experienced instructors for private lessons tailored to your goals.
Series 7 exam prep involves understanding investment combinations, regulations, and financial products. Working with a tutor helps students build the skills needed for test success while gaining confidence in the subject.
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