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The Best Series 7 Tutors in Houston, TX
Find the best local Series 7 tutor in Houston
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SIE Test
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
Your Series 7 Friend in Need!!!!
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)
Series 7 Tutor Connecting Investment Analysis to Client Needs
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...
Financial Advisor with 20 years experience
...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
Graduate Level Financial Professional; passed Series 7 FINRA exam
Graduate Level Financial Professional; passed Series 7 FINRA exam
Graduate Level Financial Professional; passed Series 7 FINRA exam
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.
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
Professional Compliance Supervisor
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
Series 7 Tutor | 10+ Years Experience | Patient FINRA Exam Coach
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
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...
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
Earned Series 7 (General Securities Representative) on first attempt
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
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...
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...
It’s been quite a tumultuous bumpy road for me over the past six months. Studying for the Series 7, not sure I could do it. The broker dealer world is not in my wheelhouse so the material was very new to me. Also I am in my 40s an... - Jessica, 35 lessons with Karen
Experienced industry professional
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
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...
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
Extensive knowledge on how to study for an pass the Series 7 Exam
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
Series 7 Tutor
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...
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...
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
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...
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
Series 7 Tutor | Options, Suitability & Exam Strategy
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
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...
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
Effective Patient Series 7 Expert, 25+ years in Wealth Management
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
Series 7 Lesson Plans from an active CFP
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 ;...
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.
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
Finance Professional
I have 30 years in the Financial world training and developing in series licenses. Currently hold Series 6, 7, 63, and 24. Have coached students through SIE, series 7, 6, 63, and 24 for a year and a half. The qualification...
I have 30 years in the Financial world training and developing in series licenses. Currently hold Series 6, 7, 63, and 24. Have coached students through SIE, series 7, 6, 63, and 24 for a year and a half. The qualification...
I’ve had the pleasure of working with Karen for over two years while completing the SIE, Series 7, and Series 66 exams. Coming from a non-finance background and not being a great test taker, I knew I would need the right guidance,... - Isaac, 175 lessons with Karen
Georgia Tech Ph.D., Award-Winning Professor w/12 Years of Experience
Hi there, I'm Ian! I am an economist, university instructor, and applied research lab director. I teach and tutor students in business, economics and econometrics, GIS, mathematics, public policy, quantitative research methods, and statistics,...
Hi there, I'm Ian! I am an economist, university instructor, and applied research lab director. I teach and tutor students in business, economics and econometrics, GIS, mathematics, public policy, quantitative research methods, and statistics,...
Ian is an excellent tutor in microeconomics, as well as, engineering economics. He has been able to simplify complex concepts, and he is patience in working through problems. Ian has been a great help and influence in building my ... - Elizabeth , 14 lessons with Ian
Trusted with over 6 million hours of lessons since 2005
Houston Series 7 Tutors Cost $45 - 95 per hour on average
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Series 7 Tutors in Houston, TX
On Wyzant, Series 7 tutors in Houston, TX, and online provide personalized test preparation for the General Securities Representative exam. Access comprehensive, first-hand training focusing on critical topics like options and suitability.
Learning about the Series 7 requires understanding the exam's structure, the types of questions, and strategies to succeed. Wyzant connects students with expert instructors who help build the skills and confidence necessary for passing.
Wyzant offers expert-led, in-person and online tutoring options to help learners across Houston prepare effectively. Customized lessons assist in mastering exam content and boosting test-taking confidence.
Find Houston Private Tutors in Subjects related to Series 7
Wyzant makes it easy to get lessons from private tutors in any subject related to Series 7. Choose your Houston tutor by reading ratings and reviews as well as comparing the rates of tutors on Wyzant who are subject-matter experts prepared to teach you in a wide variety of topics:
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The Best Series 7 Help Near Houston
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