Taylor M.
10 lessons
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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... See Jim's full profile
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...See Jim's full profile
I have been working in Finance (both as a researcher and trader) since 2005. I went to the German High School in Bucharest (German being my 2nd native language), undergrad in EE at the Polytechnic University, Bucharest, and grad school at Cambridge University (Economics) and Stanford University (Math, Finance,... See Dan's full profile
I have been working in Finance (both as a researcher and trader) since 2005. I went to the German High School in Bucharest (German being my 2nd native language), undergrad in EE at the Polytechnic University, Bucharest, and grad school at Cambridge University (Economics) and Stanford University (Math, Finance,...See Dan's full profile
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... See Yong's full profile
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...See Yong's full profile
I am an expert tutor specializing in GMAT, SIE, Series 7 and Series 57 exam preparation as well as 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 students and help to lead them into... See John's full profile
I am an expert tutor specializing in GMAT, SIE, Series 7 and Series 57 exam preparation as well as 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 students and help to lead them into...See John's full profile
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
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
I have completed Series 79 and Series 63 + CMA and CFA. This should qualify me for a more general Series 7 exam. See Dan's full profile
I have completed Series 79 and Series 63 + CMA and CFA. This should qualify me for a more general Series 7 exam.See Dan's full profile
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... See Matthew's full profile
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...See Matthew's full profile
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
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
The Series 7 exam was the first FINRA exam I took in my career. I spent countless hours studying for the material and eventually grasped it with a great grade. I know the ways students should focus and practice for such an exam and have seen great success in my students I have helped pass this exam. As a finance... See Michael's full profile
The Series 7 exam was the first FINRA exam I took in my career. I spent countless hours studying for the material and eventually grasped it with a great grade. I know the ways students should focus and practice for such an exam and have seen great success in my students I have helped pass this exam. As a finance...See Michael's full profile
Near Paterson, NJ
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
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
Near Paterson, NJ
I possess licenses for Series 7, Series 63 and life insurance + variable annuities in WA, CA and other states. I passed the Series 7 exam in 1 try at a score of 92%. See Bud's full profile
I possess licenses for Series 7, Series 63 and life insurance + variable annuities in WA, CA and other states. I passed the Series 7 exam in 1 try at a score of 92%.See Bud's full profile
Near Paterson, NJ
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... See Karen's full profile
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...See Karen's full profile
Near Paterson, NJ
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
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
Near Paterson, NJ
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... See Chris's full profile
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...See Chris's full profile
Near Paterson, NJ
Along the way, I have earned my Certificate in Financial Planning from Bryant University. I have extensive one-on-one online tutoring experience for the SIE, Series 7 and CFP(R) Certification Examinations. I have taken and passed all three,... See Jorge's full profile
Along the way, I have earned my Certificate in Financial Planning from Bryant University. I have extensive one-on-one online tutoring experience for the SIE, Series 7 and CFP(R) Certification Examinations. I have taken and passed all three,...See Jorge's full profile
Near Paterson, NJ
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. See Kevin's full profile
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.See Kevin's full profile
Near Paterson, NJ
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... See Rueben's full profile
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...See Rueben's full profile
Near Paterson, NJ
...feel that I can help you pass the Series 7 because I scored a 95% on the exam (using the method that you will be learning during our tutoring sessions). I am the author of a study guide, which ONLY covers Series 7 options. Equity options are my specialty... See Mark's full profile
...feel that I can help you pass the Series 7 because I scored a 95% on the exam (using the method that you will be learning during our tutoring sessions). I am the author of a study guide, which ONLY covers Series 7 options. Equity options are my specialty...See Mark's full profile
Near Paterson, NJ
I have been helping students pass the Series 6 & 7 for the past 24 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through... See William's full profile
I have been helping students pass the Series 6 & 7 for the past 24 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through...See William's full profile
Near Paterson, NJ
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... See Dana's full profile
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...See Dana's full profile
Near Paterson, NJ
I know what it takes to help people pass exams. I have rich securities experiences that have enabled me to aid people in passing the Series 66 and 7 exams. I have been fortunate enough to have built a financial company that provides... See Ada's full profile
I know what it takes to help people pass exams. I have rich securities experiences that have enabled me to aid people in passing the Series 66 and 7 exams. I have been fortunate enough to have built a financial company that provides...See Ada's full profile
Near Paterson, NJ
Qualifications For Series # 7 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57. Successful tutor for students at: Morgan Stanley, Merry Lynch, and... See Mark's full profile
Qualifications For Series # 7 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57. Successful tutor for students at: Morgan Stanley, Merry Lynch, and...See Mark's full profile
Near Paterson, NJ
I have passed the SERIES: 6,7,63,66 and have worked in the financial industry for many years. I also have a business degree and am almost complete with a masters in finance. See Bailey's full profile
I have passed the SERIES: 6,7,63,66 and have worked in the financial industry for many years. I also have a business degree and am almost complete with a masters in finance.See Bailey's full profile
Near Paterson, NJ
I got 88% in the Series 7 and passed it comfortably as a result. See Sebastian's full profile
I got 88% in the Series 7 and passed it comfortably as a result.See Sebastian's full profile
Near Paterson, NJ
I am a senior investment professional with 15 years of industry experience in equity analysis and trading. I am a CFA Charterholder. I also have taken and passed SIE and Series 7 exams. See George's full profile
I am a senior investment professional with 15 years of industry experience in equity analysis and trading. I am a CFA Charterholder. I also have taken and passed SIE and Series 7 exams. See George's full profile
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