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

5,687 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $75
Response time: 2 hours

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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Approved Subjects

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

I have held the Series 63 license for more than 30 years. For the past 15 years I have been preparing individuals for the exam as an instructor at several leading financial training companies and as a private tutor. The materials I have developed present the regulations in a very straightforward and easy to comprehend manner. If you would like to schedule a complimentary meeting to assess your preparation, let me know. If you would like to move forward with my services after we speak, we can develop a plan to have you fully prepared to easily pass.
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.
SIE Exam (Securities)

SIE Exam (Securities)

I have been an instructor and tutor for securities licensing exams for more than 15 years helping thousands of individuals succeed. Whether you need further review in one or more subject areas or would prefer personalized instruction for your preparation, I can help ensure you are ready to pass. If you would like to learn more about my approach to helping clients prepare or the materials I have developed to help in the process, let me know.
Mark P.'s Photo

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Response time: 2 hours

Ratings and Reviews


Rating

5.0 (1,331 ratings)
5 star
(1,314)
4 star
(12)
3 star
(1)
2 star
(1)
1 star
(3)

Reviews

If you're reading this, Get Mark as your tutor!!!

Mark was an absolutely amazing tutor and I can't say enough great things, he helped me these last few months prepare and pass the Series 7, 63 and 65 exams!! I can honestly say that the amount I was able to learn and grasp throughout each meeting was what gave me the confidence I needed in order to pass. Through each chapter he knew so much information and with any question I had (believe me there was a lot of them) he was able to explain the answer in a way that made sense using real-life scenarios which allowed me to not only know the concept but to truly understand it. Even when I was not in a tutoring session, he was always readily available to answer any ongoing questions I had while studying on my own, which I truly appreciated. There would even be times where I wasn't even finished asking my question and he would already know the answer!! Not only does Mark have the knowledge of all the material, but his kindness, patience and confidence he had in me was what really set him apart. I am very grateful to have met and learned from Mark and I hope that someone else out there can have the very same experience I had thanks to him. 1000/10 recommend Thank you for everything Mark, I couldn't have done it without you!!

Alexandra, 32 lessons with Mark

You will pass the series 66 with Mark

Mark assisted me with each lesson and exam questions. He explained the concepts that I was having difficulties with. I owe my success to Mark. I highly recommend him for your FINRA exams.

Lee, 18 lessons with Mark

AMAZING for FINRA licensing exams (Series 7)

10/10, highly recommend. Mark is AMAZING for FINRA licensing exams like the Series 7. He knows exactly which concepts are testable and which ones aren’t worth your time, and he knows how to explain them clearly. He makes options, margin, and portfolio analysis way more understandable by walking through why the right answer is right, focusing on what actually shows up on the exam instead of extra detail you don’t need. He’s also incredibly kind and patient. He breaks down complex questions step by step so you understand the logic behind them, while giving you space to think and process the material.

Sophia, 3 lessons with Mark

Excellent SIE Tutor – Knowledgeable and Patient

Mark is a very knowledgeable tutor who takes his time to explain everything clearly and makes sure you understand the material. He is patient, thorough, and makes learning the SIE exam topics much easier. I highly recommend him to anyone preparing for the SIE exam!

Andres, 3 lessons with Mark

Understanding and thorough.

He was helpful when I was struggling with the series 66 exam after failed attempts. He also helped me feel confident in taking the series 7 and worked with me through the questions to highlight key parts. Great help and would’ve been a lot more of a struggle without him.

Michael, 10 lessons with Mark

Made things simple!

Mark has a way of making complicated topics very easy to understand. What I spent hours reading and not understanding, I understood completely after meeting with Mark.

Margaret, 6 lessons with Mark

He got the job done!

I came to Mark after failing my series 7 on the first attempt. Mark and I had somewhere around 6 or 7 sessions and we focused on the parts where I was deficient. He helped me thing about the sections clearly, and explained them in terms that I found very easy to follow. I would highly recommend that anyone in the same position work with Mark. Thank you, Mark!

Michael, 6 lessons with Mark

GREAT TUTOR

i decided to get a tutor after I failed my first attempt at the SIE. Mark gave my the confidence to push through and after 3-4 sessions I passed my SIE AND IT FELT EASY. Great tutor I will be booking with him again for my series 6 and 63! thanks mark!

Brevyn , 6 lessons with Mark

Knowledgeable and patient tutor, worth every penny

I just passed my Series 65, and I truly can’t thank Mark enough for all of his help! He was always quick to answer my texts, and very accommodating when it came to scheduling lessons. He took the time to answer every question thoroughly and made sure I actually understood each concept before moving on, rather than just memorizing information for the exam. Mark was patient, knowledgeable, and genuinely invested in making sure I was prepared and confident going into test day. I would absolutely recommend him to anyone studying for the Series 65 or any exam that he offers tutoring for. He will be my go-to for any future tutor referral requests. Thank you so much, Mark. Could not have done this without you!

Daniella, 7 lessons with Mark

Great Series 7 tutor

Mark was a critical factor in helping me pass the Series 7. He’s an excellent teacher and very knowledgeable on the topics. If you’re looking for someone to help you get to the finish line, Mark is the guy!

Charlie, 4 lessons with Mark
Hourly Rate: $75
Response time: 2 hours
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