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New York City, NY
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...
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...
John helped me with the SIE. We reviewed in detail options which was a weak area for me. We also spend significant time reviewing best practices for prep and what he recommends to set my self up for success with the exam. I plan o... - Caleb
Near New York City, NY
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
New York City, NY
I have 1000s of hours teaching and helping people paaa the series 7 My number is 917 204 5486
I have 1000s of hours teaching and helping people paaa the series 7 My number is 917 204 5486
New York City, NY
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.
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.
Jack was a wonderful tutor who helped improve my study habits, slow things down for me and kept me in a positive mindset for both the Series 7 and the Series 63, both of which I passed with 80 or above. He will find out your stren... - Colleen, 2 lessons with Jack
New York City, NY
I have over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 13 years at two leading 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 complex topics like options and margin. Whether...
I have over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 13 years at two leading 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 complex topics like options and margin. Whether...
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
New York City, NY
I passed the Series 7 last year and spent six months in debt capital markets at Barclays structuring bond deals, so the fixed income and new-issue rules on the exam are things I worked with directly. The questions that sink most people are the options strategies, the margin math, and the long tail of suitability...
I passed the Series 7 last year and spent six months in debt capital markets at Barclays structuring bond deals, so the fixed income and new-issue rules on the exam are things I worked with directly. The questions that sink most people are the options strategies, the margin math, and the long tail of suitability...
Knowledgeable math genius was able to help me accordingly and I passed my series 7 test a day after our lesson. - Dean
Near New York City, NY
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...
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...
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
New York City, NY
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...
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...
New York City, 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.
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.
“Michelle is an excellent tutor - she not only helped me understand some of the hardest topics for the series 7, she also gave me the confidence and support I needed to believe I could pass the exam - With only 4-5 days of meeting... - Mike, 4 lessons with Michelle
Near New York City, NY
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...
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...
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
Near New York City, NY
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...
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...
Near New York City, NY
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...
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...
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 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 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...
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...
Chris did a nice job explaining the materials of the Series 7. Then we took questions together to make sure I understood concepts. Thanks! Test next week. - Laura, 2 lessons with Chris
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.
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.
If you are feeling overwhelmed with series 7 studying, look no further. After I couldn't get through the first few pages of the "options" chapter on my own, I knew it was time to search for a tutor. Kevin made options so digestibl... - Ashley, 16 lessons with Kevin
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 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
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)
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 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
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...
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...
Dana has helped me successful pass the SIE, Series 7, and Series 63 exams. The Series 7 Exam was one of the hardest exams I’ve ever taken and took me multiple attempts. Dana helped calm my nerves and helped me focus on achieving a... - Mary, 26 lessons with Dana
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.)
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.)
Jay was great! Super knowledgeable on the subject. Was able to ‘jump right in’ to the sections giving me the most difficulty. She is able to explain the concepts in a much more understandable way than just reading alone. She’s he... - Angela
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
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,...
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,...
Ken is an amazing tutor and his lessons helped me pass my Series 7, Series 65, and Series 63. With his extensive experience in the industry, he brings valuable insight and delivers high-level explanations for complex test topics. ... - Sifa, 17 lessons with Ken
Applying to an entry level finance position after having obtained the Series 7 sets one bounds and leagues ahead of the majority of the competition. To date, I have only assisted one student prepare for the Series 7. He passed on...
Applying to an entry level finance position after having obtained the Series 7 sets one bounds and leagues ahead of the majority of the competition. To date, I have only assisted one student prepare for the Series 7. He passed on...
We hired Ryan to help our Junior improve her SAT score. She is incredibly intelligent, takes AP classes and gets straight A's but none of this reflected in her SAT score. She is a horrible test taker, timed tests freak her out. Ry... - Teri, 10 lessons with Ryan
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1 lesson
6 lessons
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On this page, you’ll find Wyzant tutors in New York City specializing in Series 7 exam prep. These tutors offer in-person and online instruction to help students prepare for the securities licensing test.
Wyzant’s lab educators and financial experts provide personalized, one-on-one lessons focused on topics like stock trading, options strategies, municipal bonds, and more.
Wyzant helps students master Series 7 trading skills by connecting them with experienced tutors who provide tailored lessons, flexible scheduling, and real confidence in approaching the exam.
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