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Winter Park, FL
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...
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...
I cannot say enough good things about Guillermo. He helped me with both the Series 63 and Series 7 and did it under the toughest circumstances. I struggle with extreme test anxiety and had failed the Series 7 twice. My job was lit... - Taylor, 10 lessons with Guillermo
Lithia, FL
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.
If you are feeling overwhelmed with series 7 studying, look no further. After I couldn't get through the first few pages of the "options" chapter on my own, I knew it was time to search for a tutor. Kevin made options so digestibl... - Ashley, 16 lessons with Kevin
I have been teaching FINRA exams for over 25 years. I am currently Series 7, 9, 10, 25, 63 and 65 licensed. I am familiar and work with a variety of materials including Kaplan, STC, Training Consultants, ExamFX and Pass Perfect.
I have been teaching FINRA exams for over 25 years. I am currently Series 7, 9, 10, 25, 63 and 65 licensed. I am familiar and work with a variety of materials including Kaplan, STC, Training Consultants, ExamFX and Pass Perfect.
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
...education that now informs my work as a tutor. I began my career as a licensed financial advisor and banker, holding Series 6, 7, 63, and 66 licenses, as well as Life and Health insurance certifications. I’ve spent much of my career helping individuals...
...education that now informs my work as a tutor. I began my career as a licensed financial advisor and banker, holding Series 6, 7, 63, and 66 licenses, as well as Life and Health insurance certifications. I’ve spent much of my career helping individuals...
Bruno is an outstanding tutor - very knowledgeable, patient, and easy to learn from. He explains difficult SIE concepts in a way that is simple to understand and remember. He takes the time to answer questions and makes sure I tru... - Victor, 18 lessons with BRUNO
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 (Sunny)
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
Graduate Level Financial Professional; passed Series 7 FINRA exam
Graduate Level Financial Professional; passed Series 7 FINRA exam
I tutor Series 7 by applying my experience in finance tutoring, investment calculations, and securities-question analysis. In college finance sessions, I have guided bond-valuation and portfolio calculations from the stated inputs through...
I tutor Series 7 by applying my experience in finance tutoring, investment calculations, and securities-question analysis. In college finance sessions, I have guided bond-valuation and portfolio calculations from the stated inputs through...
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 over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 15 years in the financial industry at three of the world's largest financial firms. I began teaching the Series 7 before it was...
I have over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 15 years in the financial industry at three of the world's largest financial firms. I began teaching the Series 7 before it was...
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
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...
Excellent tutor who made complex Series 7 topics easy to understand. The sessions were focused and engaging. He helped me build confidence in the areas I struggled with most. I passed the Series 7, and I definitely recommend him t... - Zach, 4 lessons with Brett
...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....
Rob focused on preparing me for the options section of the Series 7 exam. He was patient and was able to not only teach me the basics, but he also strived to help me understand the concepts. - Lydia, 3 lessons with Rob
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 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...
I was very fortunate to be referred to Mark whom I used to prepare for my series 7 and 66. From day one, I knew that I was in good hands. Mark was quick to pick up my weaknesses. He quickly went through with me while being extr... - Aliyu, 15 lessons with Mark
I help those learn on many aspects toward taking the exam. This includes how to study, how to prep for the exam, how to take the exam, and how to maintain disciplined. My approach is to remain on an individualized level for each student to make...
I help those learn on many aspects toward taking the exam. This includes how to study, how to prep for the exam, how to take the exam, and how to maintain disciplined. My approach is to remain on an individualized level for each student to make...
Chris is a great tutor that takes time to make sure you understand the topic. He was incredibly patience with any questions I had, while being realistic of what would be asked on the exam. I recommend him to anyone in need of help... - Ada, 17 lessons with Chris
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 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...
Rueben M. was a massive help an invaluable resource in helping me pass my Series 7 exam. He simplified concepts that seemed much more complex when reading about them from the textbook. He is very patient and he uses the time allot... - Mark, 2 lessons with Rueben
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 am SO glad for Chris’s expertise! I need help passing SIE and Series 7 and Chris is doing an excellent job at explaining concepts I’ve struggled with. I immediately booked follow up sessions after how effectively he helped me. - Holly, 14 lessons with Chris
The Series 7 is volume-heavy and scenario-driven. Most candidates struggle with options suitability, margin mechanics, and long-form client recommendation questions — not basic definitions. Our sessions focus on: Options strategies,...
The Series 7 is volume-heavy and scenario-driven. Most candidates struggle with options suitability, margin mechanics, and long-form client recommendation questions — not basic definitions. Our sessions focus on: Options strategies,...
When I first started my sessions with Peter, I wasn't exactly sure what I should be focusing on to help myself improve for the exam. Peter was easily able to help me come up with a guide and plan on how I can improve quickly for m... - Michael, 4 lessons with Peter
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 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 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 have 10 lesson plans for the series 7. They are : Options; Margin; Capitalization of a Corporation - Debt Securities ; Capitalization of a Corporation - Equities ; IPO process ; Secondary Markets ; Mutual Funds, ETFs, Variable Annuities ;...
I have 10 lesson plans for the series 7. They are : Options; Margin; Capitalization of a Corporation - Debt Securities ; Capitalization of a Corporation - Equities ; IPO process ; Secondary Markets ; Mutual Funds, ETFs, Variable Annuities ;...
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.
“Michelle is an excellent tutor - she not only helped me understand some of the hardest topics for the series 7, she also gave me the confidence and support I needed to believe I could pass the exam - With only 4-5 days of meeting... - Mike, 4 lessons with Michelle
5 lessons
4 lessons
20 lessons
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Series 7 tutoring can help finance professionals prepare for licensing exams, improve investment knowledge, and build confidence in making financial recommendations. Whether you need review sessions, guidance on exam strategies, or personalized study plans, tutoring will support your educational and professional goals.
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