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New York, NY
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.
New York, NY
I am a Columbia University graduate with active FINRA Series 3, 7, 55 and 63 licenses, all exams were taken once, and I passed with superb scores. I specialize full time in tutoring the FINRA SIE, Series 7, and 66 exams....
I am a Columbia University graduate with active FINRA Series 3, 7, 55 and 63 licenses, all exams were taken once, and I passed with superb scores. I specialize full time in tutoring the FINRA SIE, Series 7, and 66 exams....
New York, NY
I have been working in Finance (both as a researcher and trader) since 2005. Mainly algorithmic trading in traditional and crypto markets I went to the German High School in Bucharest (German being my 2nd native language), undergrad in EE at...
I have been working in Finance (both as a researcher and trader) since 2005. Mainly algorithmic trading in traditional and crypto markets I went to the German High School in Bucharest (German being my 2nd native language), undergrad in EE at...
Made learning about complex financial markets and instruments much easier than I have encountered with other instructors. Gave very tangible examples in context.... - Jeremy
Wayne, NJ
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,...
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,...
Jamie was a catalyst for my passing Series 7. His approach is non-nonsense, methodological, and effective. After failing my first attempt, I came to look for someone who could help me understand concepts like options, but Jamie ... - Shoko, 20 lessons with Jamie
New York, NY
I am an expert tutor specializing in GMAT, SIE, Series 7 and Series 57 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 and Series 57 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
Brooklyn, NY
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...
New York, NY
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...
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...
Michael is a sharp Finance (for MBA in my case) instructor that teaches you more than the material itself but also teaches you a critical thinking and the big picture of the material. Also Michael uses the time very effectively du... - Lizi, 8 lessons with Michael
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...
I'm working with Dana to prepare for the Series 7, and my experience has been great! She takes her time and teaches the material in a relatable way. Also, she has the ability to pick up on when I'm struggling, and she understands ... - Barrett, 9 lessons with Dana
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 ;...
...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 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 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,...
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
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 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 am a seasoned Series 7 Tutor with extensive experience and deep knowledge of the financial industry and the Series 7 examination. With a proven track record, I have successfully guided numerous candidates through the intricacies of...
I am a seasoned Series 7 Tutor with extensive experience and deep knowledge of the financial industry and the Series 7 examination. With a proven track record, I have successfully guided numerous candidates through the intricacies of...
I was studying from material provided to me by the company I am working for and I attempted to take the Series 66 two times and I scored a 67 on my first attempt and a 72 on my second attempt. The qualifying score needed is a 73. ... - Mark, 7 lessons with Ada
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
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...
I love Karen. She has a beautiful spirit and I would recommend her to anyone that is trying to pass licensing. Karen helped me pass my Series 7 exam and I am forever grateful. I would recommend 2 sessions a week minimum. I cannot ... - Regina, 7 lessons with Karen
I want to help you pass! Even one hour with an expert trainer can turn things around for you! - I have practical and real knowledge in multiple licensing exams...Series 7,Series 6, all the State Licenses 63, 65 and 66. Have trained many people...
I want to help you pass! Even one hour with an expert trainer can turn things around for you! - I have practical and real knowledge in multiple licensing exams...Series 7,Series 6, all the State Licenses 63, 65 and 66. Have trained many people...
Jay was great! Super knowledgeable on the subject. Was able to ‘jump right in’ to the sections giving me the most difficulty. She is able to explain the concepts in a much more understandable way than just reading alone. She’s he... - Angela
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 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
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 absolutely excited to take you on this journey in acing your Series 7 exam! I have 5+ years of experience in everything licensing, from multiple vendor relations to specific strategic test taking tips, and content material. I currently...
I am absolutely excited to take you on this journey in acing your Series 7 exam! I have 5+ years of experience in everything licensing, from multiple vendor relations to specific strategic test taking tips, and content material. I currently...
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