Mark P.

About Mark

I have extensive experience in the financial services industry. I developed course curriculum and was lead instructor for FINRA exams (Series 7, 63, 24, 65 and 66) at several leading training companies. Whether you need further instruction in one or more subject areas after attending a prep course or prefer more personalized instruction, I will make certain you are fully prepared to successfully pass your exam.

I have an easy going teaching style and a focus on ensuring clients comprehend, not just memorize, the material.

I have been involved in the securities industry for more than 25 years, including 4 years as a lead instructor for FINRA exams and instructor for parts of the CFA Level 1 curriculum at several leading financial training companies. I received my M.B.A. from the State University of New York at Binghamton and my J.D. from the Hofstra University School of Law. In addition, I am a CFA Level 3 candidate. My last time taking the Series 7 exam, I received a score of 98.4%, missing 4 questions out of the 250 tested questions.

My approach to preparing my clients for the Series 7 exam is simple. My goal is to make your preparation for the exam as efficient and effective as possible, ensuring you fully comprehend all subject areas. The process of learning all the material that will be tested can be a daunting task. It is not made any easier by the fact that many textbooks present the material in an often confusing manner. Having taught and tutored 1000's of individuals, I know how stressful preparing for the exam can be. It doesn't have to be stressful.

First, my tutoring sessions present the material in a straightforward, uncomplicated style. Secondly, as you study and take practice questions, I am always available via text, email or phone to answer any questions you might have on the material in order to make your preparation as efficient and effective as possible. I have extensive experience in the financial services industry. I developed course curriculum and was lead instructor for FINRA exams (Series 7, 63, 24, 65 and 66) at several leading training companies. Whether you need further instruction in one or more subject areas after attending a prep course or prefer more personalized instruction, I will… Read more

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