Dakota P.
14 lessons












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Bloomfield Hills, MI
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

Ann Arbor, MI
I help students pass the Series 7 exam with confidence by mastering the underlying financial concepts, not memorizing answers. With an MBA in Finance and deep, end-to-end expertise across Series 7 and SIE topics, I cover equities,...
I help students pass the Series 7 exam with confidence by mastering the underlying financial concepts, not memorizing answers. With an MBA in Finance and deep, end-to-end expertise across Series 7 and SIE topics, I cover equities,...
wanted to take a moment to express my sincere appreciation for the wonderful SIE tutoring Vikas has provided me. Vikas has extensive knowledge and passion for finance which truly shines through his teaching, making the complex co... - Kayla, 8 lessons with Vikas

Antigo, WI
I held six licenses at one time and currently hold two active licenses, having recently had to retake one. I recently took many practice tests for the Series 7 before I learned that they waived the test for me.
I held six licenses at one time and currently hold two active licenses, having recently had to retake one. I recently took many practice tests for the Series 7 before I learned that they waived the test for me.
Bill was great, also came to each session with great insight and interest in making sure our time was well spent together. We worked through the Series 7 material and with his help, I was successful in passing on the first try. An... - Rusty, 13 lessons with William

Perrysburg, OH
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

Wilmette, IL
During my 30+ years career in financial services I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #7. I used this information/knowledge on a day to day basis...
During my 30+ years career in financial services I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #7. I used this information/knowledge on a day to day basis...
My son failed his first attempt at the Series 7 exam and obviously realized he needed assistance. I connected with WyzAnt reviewing various tutors’ credentials and experience. I fortunately selected a wonderful instructor named Jo... - Jane, 24 lessons with John

Schiller Park, IL
A financial consultant and educator with over a decade of experience, I provide top-tier advisory and educational services to both corporations and individuals. My consulting practice is centered on driving strategic decision-making through...
A financial consultant and educator with over a decade of experience, I provide top-tier advisory and educational services to both corporations and individuals. My consulting practice is centered on driving strategic decision-making through...
He makes Financial Management concepts seem easy! So knowledgeable and explains concepts very well :) thank you, I feel more confident taking the midterm exam now :) - Daisy, 56 lessons with Ehaab

Graduate Level Financial Professional; passed Series 7 FINRA exam
Graduate Level Financial Professional; passed Series 7 FINRA exam

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)

...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 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 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

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 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

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...
Mark P. helped me pass my Series 7. We worked on the areas that needed more attention. He has is own Series 7 slides that were very helpful and short cuts to help me memorize material. Definitely boosted my confidence in helping m... - Tracy, 6 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 7 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 7 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

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 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,...
I really wanted to pass the Series 7 and I freaked out when the test date got closer. It felt like so much information in my head that I became overwhelmed. What happened with Jamie is that he explained stuff in the Series 7 in la... - Aggie, 3 lessons with Jamie
14 lessons
12 lessons
11 lessons
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On Wyzant, Series 7 tutors in Michigan are available for in-person and online, one-on-one exam preparation. These skilled professionals help students understand FINRA regulations, trading strategies, investment products, and test-taking techniques.
Series 7 exam tutors provide structured guidance to help explore the exam topics and build confidence in financial knowledge and application. Sessions are designed to support both beginners and those seeking to reinforce their understanding.
Wyzant helps students succeed by matching them with experienced instructors who offer personalized, flexible lessons tailored to individual goals. This support encourages progress, confidence, and mastery in investment and securities trading.
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