Over 20 tutoring hours

Michael W.

Pennington, NJ

$105/hr

Series 7 Exam Tutor

Replies in 53 minutes
5.0 Avg. Rating
 
 
11 Ratings
 
 
53mins Response Time
Very knowledgeable, patient tutor
— Giovanna, Pompano Beach, FL on 7/2/12

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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

My goal is to help people pass exams. I have built many great relationships with students, with some of them lasting well beyond the tutoring experience. I teach the material covered on exams but as importantly, I try encourage people to think like an investor and to work hard. Sometimes people look for "tips and tricks." The best "tip" for these exams is: success depends on hard work. Take a look at my bio below and compare it to others. If someone else implies in any way that you are guaranteed to pass, move on to the next tutor, hopefully me:)

I am a full time tutor focused primarily on licensing exams such as the Series 7 Exam, the Series 6 Exam, the Series 65 Exam, the Series 66 Exam, and the Series 63 Exam. This is in contrast to many licensing exam tutors who offer similar services but on a part time basis. 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 also have substantial investment experience. I have worked in investments for 20 years with the majority of this time focused on investment analysis and portfolio management.
My goal is to help people pass exams. I have built many great relationships with students, with some of them lasting well beyond the tutoring experience. I teach the material covered on exams but as importantly, I try encourage people to think like an investor and to work hard. Sometimes people look for "tips and tricks." The best "tip" for these Read more

Policies
Cancellation
24 hours notice required

College Finance: $70/hr; Series 6, 7, 65, 66 and 63 Exams: $105/hr for live video and $135/hr for in-person. The fee for cancelling/rescheduling with less than 24 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 7/2/12
Michael replied on 7/2/2012

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 7/2/12

Hourly fee

Standard Hourly Fee: $105.00

Cancellation: 24 hours notice required

College Finance: $70/hr; Series 6, 7, 65, 66 and 63 Exams: $105/hr for live video and $135/hr for in-person. The fee for cancelling/rescheduling with less than 24 hrs notice is 1 hour.

Travel policy

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

Background Check Status for Michael W.

Michael W. passed a background check on 6/3/12. The check was ordered by another user through First Advantage. For more information, please review the background check information page.

After sending a message to Michael, you will be able to order a new background check for $7.99. As part of your tutor selection process, we encourage you to run updated background checks. Please also review the safety tips for hiring tutors.