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

4,111 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.
Mark P.'s Photo

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Response time: 2 hours

Ratings and Reviews


Rating

5.0 (1,112 ratings)
5 star
(1,099)
4 star
(9)
3 star
(1)
2 star
(0)
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

Mark is 100% the Guy You Need.

I did many lessons with Mark and was struggling to understand concepts before meeting him. I got on a regular schedule with him and passed the 65 on my first attempt! Mark is a great guy and goes out of his way to be helpful. If you're looking for a FINRA/NASAA tutor go ahead and message him he great! 5 stars all around.

Caleb, 13 lessons with Mark

Solid Series 66 tutor with great support and response time

Mark knows the Series 66 material well and has a solid approach to teaching it. What I found most helpful was learning how to read questions properly - he showed me how to identify what’s actually important versus all the fluff they throw in to confuse you. He’s organized with his sessions, always started by going over what we covered before, and was responsive when I had questions outside of our meetings. Mark was encouraging throughout the process and put in extra effort to make sure I understood the concepts. I ended up passing the exam, and his guidance definitely played a part in that. If you need help with the Series 66, Mark is a good choice. He’ll teach you the material and give you practical strategies for the exam.

Paul, 6 lessons with Mark

Excellent Tutor, subject and test expert.

Mark is a wonderful and knowledgeable tutor. He helped me focus and prepare with purpose to pass my series 65 examination. He was the final piece I needed to execute on this goal. I highly recommend Mark to anyone who needs help getting over the hunp. He’s awesome and makes himself available for questions. He has tremendous flexibility in meeting for sessions. 10/10

Jordan, 3 lessons with Mark

The Bump Needed

Mark was a first class teacher and a plethora of knowledge when it came to my successful completion of the series 7 exam. I didn't receive the score I desired initially on the exam and after that, I sought extra assistance via Wyzant, this is where I found Mark. His credentials and hundreds of reviews were all very accurate. He walks you through exactly what you need help on and provided me with the extra bump I needed to successfully pass the series 7. I will definitely use Mark again on the series 66.

Reid, 8 lessons with Mark

Very helpful and patient.

Mark helped walk me through the wrong answers on my Kaplan exam, by explaining each one thoroughly I was able to truly understand what I missed and make improvements!

Sarah, 4 lessons with Mark

S65

If you're on the fence about getting a tutor, do it and schedule Mark. Very knowledgeable and knows how to explain things and break down the subjects so you understand it and also do not forget it. Everything he told me stuck in my head for test day.

Robert, 2 lessons with Mark

Great teacher

Mark recently helped me pass my series 65 test. He did an excellent job breaking down topics that the textbook didn’t explain well. The best part was his response time—Mark always got back to me within an hour, often within minutes, even after our sessions. A+

Nick, 2 lessons with Mark

Extremely knowledgeable and makes complicated subjects so simple and easy to understand!

Mark has helped me hone in on my weak spots for the series 65 - laws and regs, derivatives, so much more! I would not be where I am right now without his help. He has mastered the art of simplifying extremely complicated topics that I otherwise wouldn’t understand. Thank you so much Mark!

Sara , 4 lessons with Mark

Review for Mark P

I had the pleasure of working with Mark as my tutor, and I can confidently say he is an incredible instructor. His depth of knowledge is truly impressive, and he has a remarkable ability to explain complex concepts in a clear and engaging way. Mark is patient, encouraging, and genuinely invested in his students' success. His passion for teaching shines through in every session, making learning not only effective but also enjoyable. He’s an outstanding educator who goes above and beyond—highly recommend him to anyone looking for a top-notch tutor!

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