Near Stamford, 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

Near Stamford, 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

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

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. read more

Series 7 Corporate Trainer | Teacher | Mentor | Tutor

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... read more