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Rob P.

FINRA Series test prep based on practical experience

FINRA Series test prep based on practical experience

$70/hour

5.0 (120 ratings)

  • 249 hours tutoring

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.

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Education

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

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Subjects

Business

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 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.

Test Preparation

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 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.

Ratings and Reviews

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5.0 (120 ratings)
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Featured review

Goes above and beyond

Rob was a huge part of my success with licensing. He helped me with both the Series 9 and Series 10. Rob is great about explaining concepts in ,easy to understand, real world terms. He had great test taking tips and tricks that really help me. The prep work he puts into his sessions is above and beyond I could ever ask for. Thank you Rob for all you did

Samuel, 27 lessons with Rob

Very knowledgeable

Rob is an excellent tutor. Breaks everything down to an easily understandable lesson. I am learning so much more with him than I ever would on my own. Really grateful for him that’s for sure.

Santania, 6 lessons with Rob

Series 9

Rob is an amazing teacher. He really made complex option strategies easier to understand. Rob is also patient and very kind. I will definitely have more sessions with him to pass my upcoming exam!

Michelle, 4 lessons with Rob

Very Patient and Knowledgeable

Rob focused on preparing me for the options section of the Series 7 exam. He was patient and was able to not only teach me the basics, but he also strived to help me understand the concepts.

Lydia, 3 lessons with Rob

Series 24

Rob was excellent. He cleared up a couple of topics for me and even gave me pre-work before our session. He’s very knowledgeable and a good teacher. I would highly recommend meeting with Rob in preparation for most FINRA exams.

Leslie , 1 lesson with Rob

Helpful and patient

Rob is what I was looking for to help me break down concepts through my FINRA test. I was fearful I wouldn't be able to find someone that knew my specific material that I would be going through, but he clearly is well versed in the concepts and he also brought up two key points that my normal self-paced material did NOT include. I'll be using him again throughout my studies. Very kind and breaks things down deeper as well, which is what you need when studying and testing for anything securities related.

Tamara, 2 lessons with Rob

Thank you

Rob is a very knowledgeable tutor and is well versed in Series 24 exam, I really thank him for his time and knowledge to help me prepare for my exam and look forward to talking to him soon.

Patrick, 1 lesson with Rob

Patient and helped more score +80% in sections covered

Highly recommend Rob for the fact that his teaching method helped me score 80% in the sections covered. He made the concepts easy to understand and easy to recall during the exam

Aires, 5 lessons with Rob
Contact Rob

Response time: 3 hours

$70/hour

Rob P.'s Photo

Rob P.

$70/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Rob

Response time: 3 hours