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Private Wealth Manager Over a Decade/Series 7 Tudor Option Specialist
Billy L.

3 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $100

About Billy


Bio

I'm Billy, Pleasure to meet you! I'm a Registered Representative with a Private Client Equity Group located in the New York City Area. I've been in the Financial Industry working as an independent contractor for over a decade. I have real life experience allowing me to provide insight and educational value to the career that you are actively pursuing. I manage a securities portfolio daily for my clients, so my availability is limited to the evening hours. I received an 88 on the Series 7...

I'm Billy, Pleasure to meet you! I'm a Registered Representative with a Private Client Equity Group located in the New York City Area. I've been in the Financial Industry working as an independent contractor for over a decade. I have real life experience allowing me to provide insight and educational value to the career that you are actively pursuing. I manage a securities portfolio daily for my clients, so my availability is limited to the evening hours. I received an 88 on the Series 7 (back in the Cretaceous Period, when they actually provided your score) when the test was 260 questions and 7 hours long, prior to the split into the SIE and Series 7.

Now let's get to the portion that pertains to you! I've been tutoring for over 5 years. My approach is specific to what each student requires, but overall I break things down to their simplest form. I have an entirely different program that I followed and it resulted in passing my exam with flying colors. I am an Options Specialist! It is my FAVORITE subject to teach! Not only do I trade them for my business, but I will have you fluent in the intricatsies that it will become simplified. You will confidently know everything that can be asked of you on your exam IE Bearish/Bullish, Breakeven, Maximum Loss, Maximum Gain. I can also divulge test taking tips, courses, prep work, applications, and material from my own experience that will help you succeed in your endeavor.

I look forward to assisting you in the first steps of your successful journey into your career in finance. As a bonus, I'll let you in on a little secret after our first session. Make sure you remember to ask!

Very well, good luck! Speak with you soon!


Education

Arizona State University
Pre Law

Policies


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Approved Subjects

SIE Exam (Securities)

SIE Exam (Securities)

I took the Series 7 Over 10 years ago before this test existed. They broke it up into two different quizzes to lighten the workload. My exam was twice as long in both questions and time allowed to complete then the current Series 7. Its similar coursework and I was "grandfathered" in to passing this test on 10/01/2018 according to my license certifications. I passed the Series 7 quiz your company provided, so I should be able to Tudor in this subject efficiently as well. I can provide my CRD which is my license number that lists all my qualfications.
Series 7
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Ratings and Reviews


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Reviews

Great tutor!

Billy is very thorough! He double-checks to make sure I understand topics and pinpoints what areas I am in weakest in. Billy has a very high-knowledge level. Recommend him to anyone studying for any of the series exams he is licensed in.

Alexander, 1 lesson with Billy

SieTutor

Amazing, he had me send what I was confused about ahead of time and then was prepared to help me with everything I was confused about before getting on call. I would 100% recommend. Goes above and beyond!

Caroline, 1 lesson with Billy
Hourly Rate: $100
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