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Michael W.

Full Time Series 7, 6, 63, 65, and 66 Tutor

Full Time Series 7, 6, 63, 65, and 66 Tutor

$160/hour

  • 30 hours tutoring

  • Pennington, NJ 08534

"Very knowledgeable, patient tutor"

Giovanna, 1 lesson with Michael

See Michael W.’s schedule

About Michael


Bio

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I am a full time tutor focused on licensing exams such as the Series 7, Series 6, Series 65 Series 66 and the Series 63. I have my own propriety material for each exam that I teach. I have written about 1000 practice questions for exams of which 350 are suitability oriented. I often distribute practice questions and/or other materials to students. I scored a 94 percent on both the series 6 and series 7 exams.

You should compare my bio to the bios of other tutors.

I am a full time tutor focused on licensing exams such as the Series 7, Series 6, Series 65 Series 66 and the Series 63. I have my own propriety material for each exam that I teach. I have written about 1000 practice questions for exams of which 350 are suitability oriented. I often distribute practice questions and/or other materials to students. I scored a 94 percent on both the series 6 and series 7 exams.


Education

City University of New York, Baccalaureate Program
Finance
Zicklin School of Business at Baruch College
MBA

Policies

  • Hourly rate: $160
  • Rate details: Series 6, 7, 65, 66 and 63 Exams: $115/hr for live video and $160/hr for in-person. The fee for cancelling/rescheduling with less than 72 hrs notice is full cost of meeting.
  • Tutor’s lessons: In-person and online
  • Travel policy: Within 0 miles of Pennington, NJ 08534
  • Lesson cancellation: 36 hours notice required
  • Background check passed on 6/3/2012

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Series 63,

Series 63

The Series 63 exam is designed to qualify candidates as securities agents. The examination covers the principles of state securities regulation reflected in the Uniform Securities Act (with the amendments adopted by NASAA and rules prohibiting dishonest and unethical business practices). Some of the specific topic include registration/regulation of agents, broker dealers and investment advisers. I help students with the material on the series 65 and 66 exams, which incorporates content from the series 63 exam. I scored a 90% on the Series 63 Exam. I have 20 years of investment experience, an undergraduate degree in finance & economics and an MBA in finance & investments. I am also a CFA charterholder.
Series 7

Series 7

The series 7 exam qualifies a candidate for the solicitation, purchase, and/or sale of all securities products, including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, equities and variable contracts. I have an undergraduate degree in finance & economics with a GPA of 3.5 and an MBA in Finance & investments with a GPA of 3.5. I scored a 94% on the series 7 exam on my first try and I became a CFA charterholder after passing levels I, II, and III in consecutive order. In addition, I have worked in finance/investments for the past 20 years.

Test Preparation

Series 63,

Series 63

The Series 63 exam is designed to qualify candidates as securities agents. The examination covers the principles of state securities regulation reflected in the Uniform Securities Act (with the amendments adopted by NASAA and rules prohibiting dishonest and unethical business practices). Some of the specific topic include registration/regulation of agents, broker dealers and investment advisers. I help students with the material on the series 65 and 66 exams, which incorporates content from the series 63 exam. I scored a 90% on the Series 63 Exam. I have 20 years of investment experience, an undergraduate degree in finance & economics and an MBA in finance & investments. I am also a CFA charterholder.
Series 7

Series 7

The series 7 exam qualifies a candidate for the solicitation, purchase, and/or sale of all securities products, including corporate securities, municipal securities, municipal fund securities, options, direct participation programs, investment company products, equities and variable contracts. I have an undergraduate degree in finance & economics with a GPA of 3.5 and an MBA in Finance & investments with a GPA of 3.5. I scored a 94% on the series 7 exam on my first try and I became a CFA charterholder after passing levels I, II, and III in consecutive order. In addition, I have worked in finance/investments for the past 20 years.

Resources

Michael has shared 1 article on Wyzant Resources.

Go to Michael’s resources

Ratings and Reviews


Rating

5.0 (11 ratings)
5 star
(11)
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3 star
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1 star
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Reviews


Fantastic!

Michael was a great tutor! He thoroughly went through the more advanced topics and clarified any misunderstandings I had. We went through topic I was struggling on and now I have a much better grasp on those. I liked that he could figure out where my mistakes were being made, then was able to show me (using my formula) how to correct them but also showed me his way of solving it. It was a great session. Really looking forward to the next one!

Leannea, 3 lessons with Michael
Tutor responded:

Leannea, Thank you very much for the great feedback. It was very nice working with you.

Fantastic tutor.

I wanted to say what a fantastic tutor Michael was. He was able to make the curriculum fun and interesting. Also extremely patient. I feel really confident and prepared after having my session with Michael. He was very helpful and answered all my questions. Having a tutor was completely new to me and it has been a fantastic experience. Thanks Michael.

Maisoun , 1 lesson with Michael

Great Finance Tutor

Mike is great! After trying two Finance tutors and struggling to find the one who could help me solving the problems step by step and then going over how to solve them using the calculator I finally found Michael W. He was very patient, answered all my questions, took his time to wait for me to try to do the work myself... it was really enjoyable and helpful the time we spent together. First I wondered if through Skype I would achieve the result expected, and YES I did. I am very impressed with his responsiveness. I highly recommend Michael W. as a Finance Tutor.

Cleide, 3 lessons with Michael
Tutor responded:

Thank you Cleide! I am glad that I could help and it was a pleasure working with you.

$160/hour

Michael W.

$160/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Michael