Denver, CO

CFA/PhD Builds Confidence/Skills in CFA-Finance-Math-Admissions Tests

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... read more

Englewood, CO

Series 7 Corporate Trainer | Teacher | Mentor | Tutor

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... read more

Louisville, CO

Professional, effective, and patient tutor with MBA

I am a former Morgan Stanley advisor and have taught others how to pass the Series 7. I was Series 7 and 66 licensed. read more

Series 7 Tutor for the past 15 Years

I graduated from Stanford University with double majors in Economics and Political Science, and have worked my entire career in the Financial Services industry. I've had my Series 7 for more than 30 years, my 63 for an equal amount of... read more

Series 7, 63, 66, 3, 30, 24 Expert w/ 10+ Years Experience

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. read more

30 yr prof, provided training to new hires, visual teaching style

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... read more