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Near Mount Vernon, NY
I graduated from New York University in 2021 and have since been working full time in the finance industry. Prior to that, I attended Stuyvesant High School where I obtained an advanced regents diploma. For tutoring work experience, I have worked previously at a prep center called Leap Education for two years teaching... See Yong's full profile
I graduated from New York University in 2021 and have since been working full time in the finance industry. Prior to that, I attended Stuyvesant High School where I obtained an advanced regents diploma. For tutoring work experience, I have worked previously at a prep center called Leap Education for two years teaching...See Yong's full profile
Near Mount Vernon, 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. After graduating Columbia I started work at a Futures trading firm and... See Matthew's full profile
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. After graduating Columbia I started work at a Futures trading firm and...See Matthew's full profile
Near Mount Vernon, 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. See Michelle's full profile
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
Near Mount Vernon, 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 the Polytechnic University, Bucharest, and grad school at Cambridge... See Dan's full profile
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 the Polytechnic University, Bucharest, and grad school at Cambridge...See Dan's full profile
Made learning about complex financial markets and instruments much easier than I have encountered with other instructors. Gave very tangible examples in context.... read the full review - Jeremy
Near Mount Vernon, NY
I know what it takes to help people pass exams. I have rich securities experiences that have enabled me to aid people in passing the Series 66 and 7 exams. I have been fortunate enough to have built a financial company that provides one-stop wealth management advisory services. Many years of advisory work... See Ada's full profile
I know what it takes to help people pass exams. I have rich securities experiences that have enabled me to aid people in passing the Series 66 and 7 exams. I have been fortunate enough to have built a financial company that provides one-stop wealth management advisory services. Many years of advisory work...See Ada's full profile
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. ... read the full review - Mark, 7 lessons with Ada
Near Mount Vernon, 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 strengthen comprehension in challenging subjects. I obsess over the needs of my... See John's full profile
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 strengthen comprehension in challenging subjects. I obsess over the needs of my...See John's full profile
Near Mount Vernon, NY
I got 88% in the Series 7 and passed it comfortably as a result. See Sebastian's full profile
I got 88% in the Series 7 and passed it comfortably as a result.See Sebastian's full profile
I came to Sebastian about a week before taking my second attempt for my SIE. A month prior, I failed the test by one question. I didn't know exactly what to expect but I was hoping that Sebastian could provide me with some valuabl... read the full review - Grant, 2 lessons with Sebastian
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... See Dana's full profile
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...See Dana's full profile
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
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
I want to take a minute and recognize Carlyle W. Actually, I want to thank him. He has been tutoring me for my Series 7 exam. He also tutored me for the Series 63, as well as the Series 65. As you can imagine I was very nervous to... read the full review - Caroline, 91 lessons with Carlyle
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
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
I found Mark a few weeks prior to taking the Series 7. He helped me hone in on the sections I was struggling with like munis, suitability and options. I know for a fact that I would not have passed without his wealth of knowledge ... read the full review - Jordyn, 17 lessons with Mark
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
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
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... read the full review - Adrian, 3 lessons with Garth
I have been in the Financial Services Industry for over 30 years and have held designations in the Series 7, Series 24, Series 27, Series 4, Series 53, Series 66 and Life/Health agent. I've also tutored for all of these for years. See Jim's full profile
I have been in the Financial Services Industry for over 30 years and have held designations in the Series 7, Series 24, Series 27, Series 4, Series 53, Series 66 and Life/Health agent. I've also tutored for all of these for years. See Jim's full profile
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. See Kevin's full profile
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.See Kevin's full profile
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... read the full review - Laura, 17 lessons with Kevin
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
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
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,... See Jorge's full profile
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,...See Jorge's full profile
...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
...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
Rob is excellent at providing well constructed explanations of subject matter that I found overwhelming. He has provided clarity and increased my confidence level for passing an upcoming exam.... read the full review - Virginia, 13 lessons with Rob
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,... See Jamie's full profile
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,...See Jamie's full profile
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 ... read the full review - Shoko, 20 lessons with Jamie
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
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
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
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
I found myself struggling on a few key topics in Series 7 and Karen was able to paint a picture and make everything clear to me. She broke everything down piece by piece and gave me a few new memorization tools. Next up for me is ... read the full review - Krisi, 4 lessons with Karen
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%. See Bud's full profile
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%.See Bud's full profile
Bud was able to walk me through everything and answer all of the questions that I had! I am very happy with the lesson and would recommend him to anyone needing help in finance!... read the full review - Anna
I have been helping students pass the Series 6 & 7 for the past 24 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 through... See William's full profile
I have been helping students pass the Series 6 & 7 for the past 24 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 through...See William's full profile
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
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
I recently took Series 7 exam. I have a Masters in Business Administration with an Option in Finance. I can make hard topics like Options, Margin Trading, Municipal Bonds easily understandable. I passed from the first time with a very... See John's full profile
I recently took Series 7 exam. I have a Masters in Business Administration with an Option in Finance. I can make hard topics like Options, Margin Trading, Municipal Bonds easily understandable. I passed from the first time with a very...See John's full profile
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... See Jim's full profile
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...See Jim's full profile
I couldn't have asked for a better tutor! I met with Jim for the math portion of the GRE and was able to bring my score up 7 points (26 percentile points) in a little under 2 months. Jim is patient, flexible, and willing to expla... read the full review - Kristina, 6 lessons with Jim
I have been licensed for Series 7 since 1993. Also licensed 3, 55, 63, 66. I have 20+ years Wall Street Sales and Trading experience and a degree in Finance from Fordham University. See Christopher's full profile
I have been licensed for Series 7 since 1993. Also licensed 3, 55, 63, 66. I have 20+ years Wall Street Sales and Trading experience and a degree in Finance from Fordham University. See Christopher's full profile
There is truly no better tutor in the entire nation than Chris. He helped me pass the SIE, Series 7 & Series 66 ALL FIRST TRY with absolutely no background in finance and zero math skills. There is NO WAY I would have passed these... read the full review - Melanie, 14 lessons with Christopher
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