Near Mount Vernon, NY

Series 7, SIE, 79, CFA, Econ, Finance, 10+ Years Experience

I have the Series 7 license. I have been through the continuing education for the series 7 for the last 6 years as well. In addition to the Series 7 license I have passed Levels I and II of the CFA which has significant overlap with material from the Series 7 exam. Similarly, the experience I... read more

Near Mount Vernon, NY

NYU Grad for Math and SAT/ACT Tutoring

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... read more

Near Mount Vernon, NY

FINRA Series 7, 66 and SIE Tutor -- Columbia University graduate

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... read more

Near Mount Vernon, NY

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. read more

Near Mount Vernon, NY

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. read more

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... read more

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... read more

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.... read more