Taylor M.
10 lessons
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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 one-stop wealth management advisory services. Many years of advisory work... 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 one-stop wealth management advisory services. Many years of advisory work...See Ada'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 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
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, along with the additional certifications listed below. Preparing for a... 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, along with the additional certifications listed below. Preparing for a...See Jorge'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
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 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
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
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
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 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 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
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 Queens, NY
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 Queens, NY
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 Queens, NY
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 Queens, 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... See Mark's full profile
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...See Mark's full profile
Near Queens, NY
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
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
Near Queens, NY
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 Queens, NY
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 Queens, NY
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 Queens, NY
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 Queens, NY
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 Queens, NY
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 Queens, NY
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 Queens, NY
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 Queens, NY
...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
...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
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