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John S.

Series #7,63,66 made easy by John. Registered Options Principal CBOE

Series #7,63,66 made easy by John. Registered Options Principal CBOE

$65/hour

  • 323 hours tutoring

About John


Bio

I am a former financial services professional with years of experience with registered Broker/Dealers including Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE certifications including: series SIE, series #4 ROP, 6 MF, 7 RR, 8 SUP, 12 BOM 24 GSP, 27 FINOP, 53 MUNI, 63 STATE, 65 INV ADV and 66 LAW. Over the past ten years. I've had a success rate of 99% having worked with over 500 students of all ages.

I use my own created 600 slide power point presentation and/or...

I am a former financial services professional with years of experience with registered Broker/Dealers including Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE certifications including: series SIE, series #4 ROP, 6 MF, 7 RR, 8 SUP, 12 BOM 24 GSP, 27 FINOP, 53 MUNI, 63 STATE, 65 INV ADV and 66 LAW. Over the past ten years. I've had a success rate of 99% having worked with over 500 students of all ages.

I use my own created 600 slide power point presentation and/or a review of the study material along with an analysis of the practice exams results.

I'm a former Registered Options Principal for ten years with the Chicago Board Options Exchange and a FINRA Arbitrator. I'm available for tutoring in my Wilmette home or via the Skype application. Over the past ten years I've had a success rate of 99% having worked with over 500 students of all ages.
Quick review for Series #7 one hour for $100.


Education

DePaul University
Business

Policies

  • Hourly Rate: $65
  • Rate details: The group rate of $50.00 per hour per student is available to groups of two or more students. All sessions are a minimum of two hours.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 5/14/2013

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Series 6,

Series 6

During my 30 year career in financial service, I maintained the series #6, "Investment company products/Variable contracts Limited Representative Exam". I qualified for the series #6 by examination with the National Association of Security Dealers. Also, over the past ten years I have successfully tutored some 500+ students for this exam.
Series 63,

Series 63

During my 30+ years career in financial services, I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #63 with the National Association of Security Dealers. I proceeded to use this information/knowledge on a daily basis while employed by Chicago based brokerage firms. This exam was a state of Illinois requirement that went hand in hand with the Series #7 and series #66 exams.
Series 65,

Series 65

During my 30 year career in financial services, I maintained the series #65, "Uniform Investment Adviser Law Exam". I qualified for the series #65 by examination with the National Association of Security Dealers. I used this information/knowledge throughout my career. Also, over the past ten years I have successfully tutored some 500+ students for this exam.
Series 66,

Series 66

During my 30 year career in financial services, I maintained the series #66,"Uniformed Combined State Law Exam". I qualified for the series #66 by examination with the National Association of Security Dealers. I used this information/knowledge throughout my career. Also, over the past ten years, I have successfully tutored some 500+ students for this exam.
Series 7

Series 7

During my 30+ years career in financial services I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #7. I used this information/knowledge on a day to day basis throughout my career. This series #7 Registered Representative exam is required by the National Association of Security Dealers for anyone that solicits investments in financial instruments of various kinds. Over the past ten years I have successfully tutored some 500+ students.

Test Preparation

Series 6,

Series 6

During my 30 year career in financial service, I maintained the series #6, "Investment company products/Variable contracts Limited Representative Exam". I qualified for the series #6 by examination with the National Association of Security Dealers. Also, over the past ten years I have successfully tutored some 500+ students for this exam.
Series 63,

Series 63

During my 30+ years career in financial services, I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #63 with the National Association of Security Dealers. I proceeded to use this information/knowledge on a daily basis while employed by Chicago based brokerage firms. This exam was a state of Illinois requirement that went hand in hand with the Series #7 and series #66 exams.
Series 65,

Series 65

During my 30 year career in financial services, I maintained the series #65, "Uniform Investment Adviser Law Exam". I qualified for the series #65 by examination with the National Association of Security Dealers. I used this information/knowledge throughout my career. Also, over the past ten years I have successfully tutored some 500+ students for this exam.
Series 66,

Series 66

During my 30 year career in financial services, I maintained the series #66,"Uniformed Combined State Law Exam". I qualified for the series #66 by examination with the National Association of Security Dealers. I used this information/knowledge throughout my career. Also, over the past ten years, I have successfully tutored some 500+ students for this exam.
Series 7

Series 7

During my 30+ years career in financial services I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #7. I used this information/knowledge on a day to day basis throughout my career. This series #7 Registered Representative exam is required by the National Association of Security Dealers for anyone that solicits investments in financial instruments of various kinds. Over the past ten years I have successfully tutored some 500+ students.

Examples of Expertise


John has provided examples of their subject expertise by answering 11 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

4.8 (48 ratings)
5 star
(42)
4 star
(3)
3 star
(2)
2 star
(0)
1 star
(1)

Reviews


Encouraging and helpful!

I passed my SIE on the first try and give a lot of the credit to John! Through his PowerPoints and practice questions I felt well equipped to conquer the exam. I am currently working with John to prepare for the Series 7 top off and have no doubt I will be 100% ready in the upcoming weeks with John’s help and knowledge!

Ashley, 7 lessons with John

Encouraging Teacher

John has been helping me prepare for my SIE exam. For me, I’m someone that needs a confidence boost and I need someone to tell me when I’m prepared I feel well equipped to tackle this exam.

Ashley, 7 lessons with John

series 6 ...

John is very knowledgeable..and did not mind me interrupting him and asking questions and he had good explanations for my understanding. I feel confident John will help me pass the series 6 Finally!!

Barbara, 3 lessons with John

Knowledgeable and kind.

John was helpful in pointing out concepts that would show up on the test and areas where the information wasn't as clear. I really appreciate his teaching style and flexibility in arranging for times to meet.

Helen, 2 lessons with John

Knowledgeable and helpful

John has helped me accomplish understanding options with the credit and debit spreads, along with widening and narrowing. We are in the process of learning trading and then suitability.

Debbie, 7 lessons with John

Knowledgeable instructor

John has been very flexible to work around my times to schedule an appointment. We went over exercises and he has been very patient and offered detailed explanations so I could understand the reasoning behind every question. I really appreciate John's help, patience and knowledge. Would highly recommend.

Florencia, 2 lessons with John
Contact John

Response time: 3 hours

$65/hour

John S.'s Photo

John S.

$65/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact John

Response time: 3 hours