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Over 20 tutoring hours

Michael W.

Pennington, NJ

$115/hour

Series 7 Exam Tutor

5.0 average from 11 ratings
Very knowledgeable, patient tutor
— Giovanna, Pompano Beach, FL on 7/3/12

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

Education

City University of New York, Baccalaureate Program (Finance)

Zicklin School of Business at Baruch College (MBA)

About Michael

I am a full time tutor focused primarily 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 several hundred prep questions for the series 7 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. I am also a CFA charterholder and passed each of the three CFA exams on the first try. In addition, I have an undergraduate degree in finance and an MBA in finance. I have worked in investments for 25 years (including my tutoring years) with the majority of this time focused on investment analysis and portfolio management.

You should compare my bio to the bios of other tutors.
I am a full time tutor focused primarily 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 several hundred prep Read more

Policies
Cancellation
36 hours notice required

Series 6, 7, 65, 66 and 63 Exams: $115/hr for live video and $150/hr for in-person. The fee for cancelling/rescheduling with less than 36 hrs notice is 1 hour.

Travel Radius
Travels within 0 miles of Pennington, NJ 08534
Background Check: Passed

"Very knowledgeable, patient tutor"

- Giovanna, Pompano Beach, FL on 7/3/12
Michael replied on 7/3/2012

Giovanna, Thank you for the kind words.

"Fantastic!"

- Leannea, Hopkinton, MA on 2/15/13
Michael replied on 2/22/2013

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

"Fantastic tutor."

- Maisoun, Philadelphia, PA on 11/30/12

"Great Finance Tutor"

- Cleide, Bordentown, NJ on 5/1/12
Michael replied on 5/2/2012

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

Test Preparation:
Series 63,
Series 7

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

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

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.

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

Education

City University of New York, Baccalaureate Program (Finance)

Zicklin School of Business at Baruch College (MBA)

Very knowledgeable, patient tutor — Michael is helping me to study for my series 6 exam. He is very patient and explains topics very carefully. Also he tries to give examples for better understanding. I've never had a tutor using skype and this definitely exceeded my expectations ...

— Giovanna, Pompano Beach, FL on 7/3/12

Hourly rate

Standard Hourly Rate: $115.00

Cancellation: 36 hours notice required

Series 6, 7, 65, 66 and 63 Exams: $115/hr for live video and $150/hr for in-person. The fee for cancelling/rescheduling with less than 36 hrs notice is 1 hour.

Travel policy

Michael will travel within 0 miles of Pennington, NJ 08534.