The Best Series 7 Tutors in New Rochelle, NY

Near New Rochelle, NY

Yale Quant Trader, SIE, Series 7, 57, 63, Python, GMAT, Econ, Stats

I am an expert tutor specializing in GMAT, SIE, Series 7, 57, and 63 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 New Rochelle, NY

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 assistance on learning about bonds and options. I usually offer much simpler... See Rueben's full profile

Near New Rochelle, NY

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 split into the SIE and the top-off exam, and I specialize in simplifying... See Jason's full profile

Near New Rochelle, NY

Series 7 licensing expert Capital Markets experience over 20 years

FINRA licensed Series 7, 63 and 65. Extensive experience in capital markets, including; fixed income, equities, annuities and tax free and tax deferred investments. Will tutor students looking to pass these exams. See Jack's full profile

Near New Rochelle, NY

Experienced Tutor and College Consultant

Series 7, 24, 63, 66, 79, SIE See Jacob's full profile

Near New Rochelle, NY

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 significant experience with most of the subject matter covered on the exam. If you... See Mark's full profile

Near New Rochelle, NY

Knowledgeable Georgetown Student For Math Tutoring

Hey everyone! I am currently a student at Georgetown University and have a great love for helping individuals succeed. I was a National Honor Society volunteer for after-school tutoring throughout high school and also volunteered weekly at my local elementary school to help students develop their math skills. I have a... See Shivani's full profile

Near New Rochelle, 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. See Michelle's full profile

Near New Rochelle, 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. See Sebastian's full profile

Series 7 Corporate Trainer | Teacher | Mentor | Tutor

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... See Chris'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

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

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

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

Pass the Series 7: Ex FINRA Examiner Who Enforced the Rules You Study

I spent over two years as a FINRA examiner reviewing broker dealers' trading, sales practices and compliance, the same rules the Series 7 tests, have held the 7, 63, 65, 86 and 87, and spent over 6 years as an equity research analyst... See Matthew'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

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

Agency Trader with 8 years in the Financial Services Industry

I currently work as an Agency Trader for a firm, have worked for retail brokerage in the past and worked within Risk Management. Also currently a Series 7 holder. See Matthew'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

Series 7 and 66 tutor. An expert in options, margin, debt, suitability

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

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

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

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

Helped Over 1000 Clients Pass SIE, Series 7 & Series 65!

FINRA Series 7 License holder and Branch Manager/Principal Series 24 for 12 years. A teacher from a family of teachers with a more than 90% passing rate (the average passing rate is 65% of test-takers.) See Jay'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