The Best Series 7 Tutors in Lakewood, CO

Near Lakewood, 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 exam. These include equities, fixed income, mutual funds and ETFs, options and... See Jim's full profile

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... See BRUNO's full profile

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

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. See William's full profile

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... See Arseny (Sunny)'s full profile

Graduate Level Financial Professional; passed Series 7 FINRA exam

Graduate Level Financial Professional; passed Series 7 FINRA exam See Penny's full profile

Professional Compliance Supervisor

Supervisory Principal holding Series 7, 24, 66, 4, 52, and 53. See Austin's full profile

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... See Jason's full profile

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

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... See Brett's full profile

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

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

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

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

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... See Chris's full profile

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... See Steve's full profile

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

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

3 Years As FINRA Exam Tutor: SIE, 3, 4, 6, 7, 31, 63, 65, and 66

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... See Brian's full profile

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

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,... See Ken's full profile

John, MBA, Crush the Series 7: The Ultimate Rapid-Fire Prep Guide Book

I’m a dedicated Series 7 tutor who specializes in making complex FINRA concepts clear, memorable, and manageable for every type of learner. After years of helping students pass the General Securities Representative Exam with confidence, I... See John's full profile

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 ;... See Robert'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

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... See Karen's full profile