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FINRA Series test prep based on practical experience
Rob P.

1,383 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $95
Response time: 1 hour

About Rob


Bio

Hello, my name is Rob and I learned a long time ago that if what you are studying seems complicated and overwhelming, there will always be ways to make it more interesting, more relevant and prepare you better for test and exams you need to take or papers you need to write. Having practical examples is my way of making this happen, and that is how I structure my classes, drawing on my own experience of an international banking career to make the material come alive.

The FINRA Series exams I...

Hello, my name is Rob and I learned a long time ago that if what you are studying seems complicated and overwhelming, there will always be ways to make it more interesting, more relevant and prepare you better for test and exams you need to take or papers you need to write. Having practical examples is my way of making this happen, and that is how I structure my classes, drawing on my own experience of an international banking career to make the material come alive.

The FINRA Series exams I do test preparation for are not easy; I know it because I took (and passed) a lot of them: Series 3, 4, 7, 9/10, 24, 27, 55 (now 57) and 63. Although they might seem a little overwhelming at first, once you boil the material down to the main concepts, and then apply these concepts in different situations, you will be surprised how quickly it all starts to make sense. It will still require effort, nothing comes for free, but I am looking forward to support you in the process and prepare you for the exams.

I look forward to helping you achieve your study goals for these subjects; let me know what your study goals are and I will create a tailored schedule to get to where you need to be.


Education

Erasmus University, Rotterdam, the Netherlands
Business Economics
Erasmus University, Rotterdam, the Netherlands
MBA

Policies


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Approved Subjects

Series 3

Series 3

I have trained operations teams to understand these products and manage the risks, margin, and settlement processes around them. I use real-life situations to illustrate how futures and options are used as part of broader strategies. My training activity is based on my work as a futures and options principal for international investment banks for over 30 years.
Series 63

Series 63

I have hands-on experience with the FINRA Series 63 material from applying it as part of my work and tutoring related subjects like Series 3, 4, 7, 9/10, 24, and 27. Connecting the material between the various tests is a great help to see the bigger picture and create a more intuitive understanding in preparation for the Series 63 test.
Series 66

Series 66

I have managed clearing and trading operations for banks, brokers and trading firms, with direct experience in registration, reporting and trading activities. In addition, I have helped students preparing on the Wyzant platform for the Series 66 test for two-and-a-half years; feel free to look at their comments and evaluations on my profile.
Series 7

Series 7

I have trained operations teams on financial markets, products, and regulations, using my own experience as a General Securities Principal (Series 24), Financial and Operations Principal (Series 27), and Futures & Options Principal (Series 3). I use real-life situations I have encountered in my career to illustrate the Series 7 content and make it come to life and easier to understand and remember.
Rob P.'s Photo

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Response time: 1 hour

Ratings and Reviews


Rating

5.0 (433 ratings)
5 star
(427)
4 star
(4)
3 star
(2)
2 star
(0)
1 star
(0)

Reviews

Exceptional Teacher - Patient, Kind and Motivating!!

I highly recommend Rob to anyone preparing for the Series 3 exam. He has an exceptional ability to organize the extensive material and clearly illustrate how the various subjects are interconnected. Rob helped me balance the conceptual aspects with the concrete math, which was especially valuable for managing the tricky timing of the exam. Beyond teaching, his expertise, mentorship, and encouragement made a significant difference in my preparation and success. I am incredibly grateful to have had his support.

Lesley, 28 lessons with Rob

Patient and understanding

Rob is a GREAT teacher, he's knowledgeable and doesn't make me feel bad about my answers even when I'm unsure. He explains concepts well and is helping me navigate my licensing journey in impactful ways.

Jennifer, 5 lessons with Rob

Rob is Amazing!

Rob knows how to take one question and re word it many different ways !!! He has been a blessing during this studying process for the Series 7 !!

Dylan, 7 lessons with Rob

Great Teacher ! Very patient!

Rob knows how to break down the questions to pull apart what’s important and not important in the test questions! I look forward to future sessions with Rob.

Dylan, 7 lessons with Rob

Not only knowledgeable. But positive and upbeat

This is my second time working with Rob. I find him to break down questions and information in a way that is completely understandable. I tend to overthink questions. Rob is a great resource of knowledge and very strategic in how to approach each question.

Mikiyon, 4 lessons with Rob

Series 66

I worked with Rob last in 2023 and helped me pass my Series 7. Which is why I am working with him now through my Series 66. Rob engages you with real life applications. Cutting through all the miscellaneous fluff. Drilling down to the important topics. Rob's lessons are very interactive. He will expand one question into 20. I found this particularly helpful in preparing me for the actual testing experience.

Robert, 19 lessons with Rob

Fantastic

Rob was terrific. He was Friendly, helpful and worked through questions and objectives that I had. I would use him again and recommend him to anyone who might be preparing for a FINRA exam

Josh, 6 lessons with Rob

Fantastic

Rob was terrific. He was Friendly, helpful and worked through questions and objectives that I had. I would use him again and recommend him to anyone who might be preparing for a FINRA exam

Josh, 6 lessons with Rob

Highly Recommend Rob!

Rob goes above and beyond to make sure you will be ready for the test. I am prepping to take the Series 7 exam and he provides you with real life examples and a work flow that helps put it into practice. Rob knows his stuff but always knows how to deliver his knowledge in a way for all learners to understand. He makes difficult concepts easier. I will no doubt continue lessons up until the test so that I can pass. It’s easy to tell that Rob cares. I met with a few tutors prior that would shift to completely different topics and Rob focuses in on what you need and gets after it right away. Thank you! I am looking forward to building more knowledge.

Bryan, 4 lessons with Rob

Knowledgeable, and very helpful

Rob was great, had worksheets, and is very knowledgeable about the material we covered during my session. He followed up, and walked me through his worksheets. I would use him again in the future for any exam help I would need.

Oscar, 2 lessons with Rob
Hourly Rate: $95
Response time: 1 hour
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