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Mark P.

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.

$75/hour

  • 1,017 hours tutoring

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 (285 ratings)
5 star
(281)
4 star
(2)
3 star
(1)
2 star
(0)
1 star
(1)

Reviews

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Knowledgeable, patient and caring

I've only had 1 meeting with Mark but will be using him weekly until I pass my Series 7. He followed up with me after my 1st practice exam just to see how I did. Great guy and a great tutor!

Ashley, 6 lessons with Mark

Great teacher, extremely helpful!

Mark is great and comes prepared. He was able to provide information prior to our session to allow me to prepare. His thoroughness allowed me to pass the Series 7 right away!

Will, 2 lessons with Mark

Great teacher, extremely helpful!

Mark is great and comes prepared. He was able to provide information prior to our session to allow me to prepare

Will, 2 lessons with Mark

Great Instructor

Mark is extremely knowledgeable about series 7. Able to help distinguish test questions and areas that need improvement before exam. Has extensive notes and walks you through problems and solutions that will most likely be on exam.

Corey, 1 lesson with Mark

Adaptable and knowledgeable

Mark is really easy going and able to quickly change topics in order to focus on what you need to learn or are struggling with. I have had several sessions and am very pleased with my progress!

Nathan, 6 lessons with Mark

Dumpsheet

I really appreciate the time Mark will spend making sure I understand my dump sheet and It applies to his lesson each time. Thanks again and Thank you very much Brian

Brin, 6 lessons with Mark

Knowledgeable tutor

Very good and patient, knows a lot about the subject - and provided me with great study tools and a full presentation. Mark is very knowledgeable on all SIE subjects.

Rebecca, 2 lessons with Mark

Great Tutor/ Flexible Schedule

Mark has done a fantastic job helping me pass my SIE and Series 7 in the span of 2 months. His ability to put complex topics into layman's terms ultimately led to my success on the exams. Additionally, Mark's extremely flexible schedule was crucial in picking a tutor as I work a 9-5. Will be using him for the 63 and 65. Highly Recommend!

Trey, 8 lessons with Mark

great tutor for SIE prep

Mark has been great at helping me prepare for my SIE exam! He really knows the content and is very smart when it comes to this stuff. He takes the time to explain concepts to me in a way I understand. He never makes me feel bad if I get a question wrong, we work on ways to remember it to get it right next time! Mark is very patient and kind and I highly recommend him!

McKenna, 12 lessons with Mark
Contact Mark

Response time: 1 hour

$75/hour

Mark P.'s Photo

Mark P.

$75/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Mark

Response time: 1 hour