Near Norwalk, CT

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

Near Norwalk, CT

10 years as an instructor and private tutor for the Series 7

Over more than 30 years in the financial services industry as a research analyst, trader and Institutional salesman I have held the Series 7 license. For the past 10 years I have been preparing individuals for the exam as an instructor at several leading financial training companies and as a private tutor. I... read more

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... 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

Series 7/6/63/65/66 Tutor Attorney/Former Financial Advisor

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... read more