The Best Series 7 Tutors in New York City, NY

New York City, 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

New York City, 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

New York City, 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

New York City, NY

Experienced Tutor and College Consultant

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

New York City, 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

New York City, 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 York City, 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

Near New York City, 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 York City, NY

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 ; Series 7 Math Calculations and Tips ; Suitability ; Retirement... See Robert's full profile

Near New York City, 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 York City, NY

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, regulations, and laws required. The third area is suitability of investments for the... See Jamie'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

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

Series 7 & SIE Tutor | Michigan MBA | Pass with Confidence

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,... See Vikas'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

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

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

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

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

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

Graduate Level Financial Professional; passed Series 7 FINRA exam

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

Top 1% Tutor Simplifies Exam Prep for Series 7, 63, 65, 66 and CFP

Master the Series 7 with a down-to-earth, jargon-free approach that turns complex securities, options strategies, and suitability rules into clear, intuitive concepts. Whether you need a full curriculum walkthrough or targeted assistance... See Cindy'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

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

When Careers and Futures are on the Line, I Deliver Under Pressure

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