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Spring, TX
In 2006, I passed the Series 7 at Morgan Stanley with a 92% taking only 2 hours and 15 minutes of the then 8 hour exam. I repassed the Series 7 in 2019. I have tutored over a dozen students to pass the Series 7 and have...
In 2006, I passed the Series 7 at Morgan Stanley with a 92% taking only 2 hours and 15 minutes of the then 8 hour exam. I repassed the Series 7 in 2019. I have tutored over a dozen students to pass the Series 7 and have...
Frisco, TX
The Series 7 is volume-heavy and scenario-driven. Most candidates struggle with options suitability, margin mechanics, and long-form client recommendation questions — not basic definitions. Our sessions focus on: Options strategies,...
The Series 7 is volume-heavy and scenario-driven. Most candidates struggle with options suitability, margin mechanics, and long-form client recommendation questions — not basic definitions. Our sessions focus on: Options strategies,...
When I first started my sessions with Peter, I wasn't exactly sure what I should be focusing on to help myself improve for the exam. Peter was easily able to help me come up with a guide and plan on how I can improve quickly for m... - Michael, 4 lessons with Peter
Austin, TX
...through my work at a public equity hedge fund. I specialize in making complex financial concepts simple and intuitive. For Series 7 preparation, I can help students understand topics like equities, bonds, options, mutual funds, ETFs, suitability, risk...
...through my work at a public equity hedge fund. I specialize in making complex financial concepts simple and intuitive. For Series 7 preparation, I can help students understand topics like equities, bonds, options, mutual funds, ETFs, suitability, risk...
Michael was an absolute game changer for my son. As a senior in high school preparing for the math sections of the CLT and SAT, we had already worked with three other tutors, but unfortunately, none of them were able to improve hi... - Daniela, 10 lessons with Michael
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 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%.
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%.
I wanted to share my experience with my tutor Bud L. I am in my final year of college and found myself in need of a tutor in my Managerial Finance class, which is a capstone course in my degree track. The sheer volume and technica... - Robert, 29 lessons with Bud
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)
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 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
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
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
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
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
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 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
I have held Series 7, 6 and 63 licenses as a retirement plan and institutional asset management professional. As a CFA charterholder and certified tutor, my knowledge base encompasses the subject matter included in the Series 7...
I have held Series 7, 6 and 63 licenses as a retirement plan and institutional asset management professional. As a CFA charterholder and certified tutor, my knowledge base encompasses the subject matter included in the Series 7...
Jim was great at talking through components of the CFA exam at a conceptual level, and helping to see the big picture of why we're being tested on different areas. I greatly enjoyed working with him, and will look forward to worki... - Catherine, 12 lessons with Jim
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...
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...
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
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
I have over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 15 years in the financial industry at three of the world's largest financial firms. I began teaching the Series 7 before it was...
I have over 10 years of experience tutoring individuals to pass the Series 7 exam, supported by 15 years in the financial industry at three of the world's largest financial firms. I began teaching the Series 7 before it was...
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
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...
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...
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 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
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 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
During my 30+ years career in financial services I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #7. I used this information/knowledge on a day to day basis...
During my 30+ years career in financial services I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #7. I used this information/knowledge on a day to day basis...
My son failed his first attempt at the Series 7 exam and obviously realized he needed assistance. I connected with WyzAnt reviewing various tutors’ credentials and experience. I fortunately selected a wonderful instructor named Jo... - Jane, 24 lessons with John
I’m a dedicated Series 7 tutor who specializes in making complex FINRA concepts clear, memorable, and manageable for every type of learner. After years of helping students pass the General Securities Representative Exam with confidence, I...
I’m a dedicated Series 7 tutor who specializes in making complex FINRA concepts clear, memorable, and manageable for every type of learner. After years of helping students pass the General Securities Representative Exam with confidence, I...
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
10 lessons
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Series 7 tutors in Texas provide specialized, in-person and online instruction to help financial professionals pass the FINRA General Securities Representative Exam. Wyzant offers carefully selected instructors, including exam experts and industry practitioners, from across the state.
The Series 7 exam covers topics such as options, investment banking, securities regulations, and client accounts. Tutors create flexible lessons that focus on comprehension, application, and practice to build confidence and prepare students for test day.
Wyzant connects learners with experienced tutors to deliver personalized study plans, targeted practice, and real-world insights. With expert guidance, students gain the skills and confidence needed to succeed.
Wyzant makes it easy to get Series 7 lessons from private tutors in any city in Texas. Browse for your ideal tutor by reading ratings and reviews as well as comparing the rates of tutors on Wyzant who are Series 7 experts:
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