Series 7 and 66 tutor. An expert in options, margin, debt, suitability

I currently hold a Series 7 and Passed the test with a grade of 92. The test is composed of three general areas of proficiency. One is understanding equities, options, bonds, and economics. The other is memorization of the rules, regulations, and laws required. The third area is suitability of investments for the... See Jamie's full profile

Former Investment Banker - CFA/CMA/Series 63/Series 79

I have completed Series 79 and Series 63 + CMA and CFA. This should qualify me for a more general Series 7 exam. See Dan's full profile

Patient and Empathetic Business, Public Speaking, Series 6,7,65,66,

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. See Michelle's full profile

Experienced and knowledgeable tutor, author and CFA Charterholder

The Series 7 exam was the first FINRA exam I took in my career. I spent countless hours studying for the material and eventually grasped it with a great grade. I know the ways students should focus and practice for such an exam and have seen great success in my students I have helped pass this exam. As a finance... See Michael's full profile

Near East Orange, NJ

Series 7/6/63/65/66 Tutor Attorney/Former Financial Advisor

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... See Dana's full profile

Near East Orange, NJ

Experienced industry professional

I had a 26-year career as a Series7 licensed industry professional. I have tutored for this exam since 2019. See Hal's full profile

Near East Orange, NJ

series 7

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%. See Bud's full profile

Near East Orange, NJ

Series 7, 6, 66, 63, SIE Expert

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... See Garth's full profile

Near East Orange, NJ

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... See Chris's full profile

Near East Orange, NJ

Bond Specialist. Expert in Options, Taxation, and all Bonds.

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... See Carlyle's full profile

Near East Orange, NJ

FINRA Series 7, 66, SIE Tutor

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,... See Jorge's full profile

Near East Orange, NJ

Equity Options made Easy!

...feel that I can help you pass the Series 7 because I scored a 95% on the exam (using the method that you will be learning during our tutoring sessions). I am the author of a study guide, which ONLY covers Series 7 options. Equity options are my specialty... See Mark's full profile

Near East Orange, NJ

Series 3, 6, 7, 63, 65, 66, 79 Expert w/ 25+ 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. See Kevin's full profile

Near East Orange, NJ

Series 7 samurai! Let’s make this fun! You’ve got this!

I got 88% in the Series 7 and passed it comfortably as a result. See Sebastian's full profile

Near East Orange, NJ

Financial industry expertise based on a 30+ year track record

...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.... See Rob's full profile

Near East Orange, NJ

Exceptional Securities 66 and 7 Test Tutor

I know what it takes to help people pass exams. I have rich securities experiences that have enabled me to aid people in passing the Series 66 and 7 exams. I have been fortunate enough to have built a financial company that provides... See Ada's full profile

Near East Orange, NJ

Securities FINRA Exam SIE, Top Off 7. Visual learner/tutor for recall.

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... See Karen's full profile

Near East Orange, NJ

FINRA Master

I have passed the SERIES: 6,7,63,66 and have worked in the financial industry for many years. I also have a business degree and am almost complete with a masters in finance. See Bailey's full profile

Near East Orange, NJ

15 years as an instructor and private tutor for the Series 7

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... See Mark's full profile

Near East Orange, NJ

Teaching Series 6, 7 and SIE and helping students pass the test!!!

I have been helping students pass the Series 6 & 7 for the past 24 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 through... See William's full profile

Near East Orange, NJ

Experience Professional Exam Tutor: Finance: Series # 7

Qualifications For Series # 7 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57. Successful tutor for students at: Morgan Stanley, Merry Lynch, and... See Mark's full profile

Near East Orange, NJ

Series 7 tutor with 20+ years of experience

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... See Rueben's full profile

Near East Orange, NJ

Outstanding Graduate Student and Master Level III Tutor Certified

I recently took Series 7 exam. I have a Masters in Business Administration with an Option in Finance. I can make hard topics like Options, Margin Trading, Municipal Bonds easily understandable. I passed from the first time with a very... See John's full profile

Near East Orange, NJ

SIE, Series 6, 7, 63, 65, 66 Tutor--20+ years Wall St Experience

I have been licensed for Series 7 since 1993. Also licensed 3, 55, 63, 66. I have 20+ years Wall Street Sales and Trading experience and a degree in Finance from Fordham University. See Christopher's full profile

Near East Orange, NJ

Hedge fund portfolio manager with 15 years of buyside experience

I am a senior investment professional with 15 years of industry experience in equity analysis and trading. I am a CFA Charterholder. I also have taken and passed SIE and Series 7 exams. See George's full profile