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Mark P 15 years as an instructor and tutor for FINRA licensing exams.
Mark P.

1,363 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $75

Response time: 2 hours

Mark P.'s Photo

Mark P 15 years as an instructor and tutor for FINRA licensing exams.
Mark P 15 years as an instructor and tutor for FINRA licensing exams.
Mark P.

1,363 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

1,363 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Mark


Bio

I have spent more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson and instructor for securities licensing exams. For these positions, I have passed the Series 3. 7, 55, 63, 86 and 87 exams as well as CFA Levels 1 and 2.

Nearly 15 years ago, I became an instructor for FINRA exams and the CFA program at several leading financial training companies. I currently provide tutoring on the SIE, Series 7, 63, 65 and 66 exams. Whether you...

I have spent more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson and instructor for securities licensing exams. For these positions, I have passed the Series 3. 7, 55, 63, 86 and 87 exams as well as CFA Levels 1 and 2.

Nearly 15 years ago, I became an instructor for FINRA exams and the CFA program at several leading financial training companies. I currently provide tutoring on the SIE, Series 7, 63, 65 and 66 exams. Whether you need extra instruction in one or more subject areas of an exam or prefer more personalized instruction, I will make certain you are fully prepared to pass your exam.

My goal is to have clients' preparation for their exam go as quickly and efficiently as possible. Tutoring sessions focus on any area that the client and I believe we can improve performance in a significant way. Outside of tutoring sessions, clients are free to text or email me with questions on any area covered in the tutoring sessions or on any of the subject matter on the exam.

If you are considering whether tutoring can help in your preparation. let's schedule a call. We can discuss the exam and in what subject areas I can help with. If you decide you would like to move forward with tutoring, we can develop a plan to have you ready to pass your exam.


Education

SUNY- Oneonta
Business
SUNY- Binghamton
MBA
Hofstra University
J.D.

Policies


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Subjects

Business

Series 6,

Series 6

I have been an instructor and tutor for the Series 6 licensing exam for nearly 15 years with several leading financial training companies and currently as a private tutor. In addition, I have spent 30 years in the financial services industry as a research analyst and trader in equity and fixed income markets; areas that are extensively covered on the exam.
Series 63,

Series 63

Over more than 30 years in the financial services industry I have held the Series 63 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.
Series 65,

Series 65

I have been preparing individuals for the Series 65 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as private tutor. During this time, I also instructed on parts of the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to this experience, my career in the financial services industry has been as a research analyst and institutional salesperson covering equity and fixed income markets. These roles encompassed many of the products, financial concepts and analysis techniques covered on the exam.
Series 66,

Series 66

I have been preparing individuals for the Series 66 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as a private tutor. During this time, I also instructed on the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to my experience as an instructor and tutor on the exam, my career in the financial services has been as a research analyst and institutional salesperson for equity and fixed income markets. These roles encompassed many of the products, financial concepts and analysis techniques covered on the exam.
Series 7

Series 7

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 significant experience with most of the subject matter covered on the exam. If you need some further instruction on products, tackling the suitability question or the myriad rules and regulations, I can help you have an in-depth understanding of all products, know how to handle any suitability questions and provide tips and perspectives on rules and regulations to be able to remember them.

Test Preparation

Series 6,

Series 6

I have been an instructor and tutor for the Series 6 licensing exam for nearly 15 years with several leading financial training companies and currently as a private tutor. In addition, I have spent 30 years in the financial services industry as a research analyst and trader in equity and fixed income markets; areas that are extensively covered on the exam.
Series 63,

Series 63

Over more than 30 years in the financial services industry I have held the Series 63 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.
Series 65,

Series 65

I have been preparing individuals for the Series 65 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as private tutor. During this time, I also instructed on parts of the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to this experience, my career in the financial services industry has been as a research analyst and institutional salesperson covering equity and fixed income markets. These roles encompassed many of the products, financial concepts and analysis techniques covered on the exam.
Series 66,

Series 66

I have been preparing individuals for the Series 66 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as a private tutor. During this time, I also instructed on the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to my experience as an instructor and tutor on the exam, my career in the financial services has been as a research analyst and institutional salesperson for equity and fixed income markets. These roles encompassed many of the products, financial concepts and analysis techniques covered on the exam.
Series 7

Series 7

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 significant experience with most of the subject matter covered on the exam. If you need some further instruction on products, tackling the suitability question or the myriad rules and regulations, I can help you have an in-depth understanding of all products, know how to handle any suitability questions and provide tips and perspectives on rules and regulations to be able to remember them.

Ratings and Reviews


Rating

5.0 (418 ratings)
5 star
(411)
4 star
(5)
3 star
(1)
2 star
(0)
1 star
(1)

Reviews

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Extremely professional and dedicated tutor

Mark guided me through my Series 63 preparation. He has a great set of materials that helped me get ready in 2 weeks while working full-time. Mark's schedule and flexibility were essential! Different from the standard textbooks available in the market, he can actually help you focus on the subjects that are truly on the exam. I wish I had also scheduled lessons with him for the SIE and Series 7 when I was getting ready a couple of months ago. It would have been way easier. Thanks again, Mark!

Vitor, 4 lessons with Mark

Mark is Amazing!

Mark has done a great job of making complex issues easy to understand. He’s willing to help with your understanding and practice questions. I would recommend Mark for sure!

Selena, 3 lessons with Mark

Excellent tutor

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 my study progress and helped me pass the 7. I highly recommend Mark P. he is knowledgeable of the material, patient and excellent teaching abilities.

Tracy, 6 lessons with Mark

The BEST tutor in the business

I cannot recommend Mark highly enough for assistance with studying for FINRA exams. He is smart, patient, and encouraging: a perfect trifecta to get you across the finish line. He is truly second to none.

Charlotte, 29 lessons with Mark

Amazing!

Mark really helped with detailed reviews and examples of topics that were not clicking, closer to test date he believed in me when I didn’t and I truly appreciate that best tutor I’ve had! 😊

Selena, 5 lessons with Mark

Series 7 Tutor

Mark was so helpful in preparing for the series 7! He is extremely knowledgeable and able to answer every question I had. His slides and efficiency made him a great tutor who can jump in between content and truly prepare you. I definitely recommend if you are looking for a tutor. I’m even using him again for my next exam!

Kaitlyn, 7 lessons with Mark

great teacher!

Really enjoyed my review with mark he was very knowledgeable and explained things in a way that makes sense!

Selena, 5 lessons with Mark

A Literal Angel

I am so grateful for the help Mr. Mark gave me in completing my series 6 exam. I had taken the exam once before about 3 months ago and the SIE back in 2019. My deadline for completing the exam was approaching and I was really struggling with the material. Mr. Mark made himself available to me until late hours and even checked with me throughout the day to see how my studying was progressing. I can't express how grateful I am for him and his help. He is incredibly patient and so kind. After a few days with him I took my exam and passed. I highly recommend Mr. Mark!

Tabatha, 5 lessons with Mark

Efficient tutor

In my first lesson, I learned more than studying the same material on my own. Mark breaks down the topics so I can easily understand them, and the slides that he uses are easy to follow.

Barrett, 6 lessons with Mark
Hourly Rate: $75
Response time: 2 hours
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