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FINRA Series test prep based on practical experience
Rob P.

886 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $80

Response time: 3 hours

Rob P.'s Photo

FINRA Series test prep based on practical experience
FINRA Series test prep based on practical experience
Rob P.

886 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

886 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

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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Subjects

Business

Business,

Business

I have been providing training, coaching, and management expertise to new and existing business ventures through start-up incubators and accelerators. My practical experience comes from starting new business activities, creating corporate entities and establishing my own consulting company. My global business background is a source of examples, illustrations, comparisons, and alternatives to make business topics come to life.
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.

Corporate Training

Business

Business

I have been providing training, coaching, and management expertise to new and existing business ventures through start-up incubators and accelerators. My practical experience comes from starting new business activities, creating corporate entities and establishing my own consulting company. My global business background is a source of examples, illustrations, comparisons, and alternatives to make business topics come to life.

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


Rating

5.0 (334 ratings)
5 star
(329)
4 star
(3)
3 star
(2)
2 star
(0)
1 star
(0)

Reviews

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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

Knowledgable and patient

First lesson with Rob was great! He is a great listener, guide and tutor. We got right into content without wasting any time. He also gave me good input on how to spend my study time and how to prepare for testing.

Charissa, 4 lessons with Rob

Adjusts to visual learners.

Rob was super insightful and really adjusted his services to give me a more visual approach to studying. He was great and we have another session scheduled for a later time!

Haley, 2 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

Knowledgeable, patient and explains topics very well

Rob is extremely dedicated to making whatever material he is teaching understandable. He is extremely patient and always confirms with me that I understand before moving on. Rob also has an amazing memory. He recalls previous lessons and links topics to create additional clarity.

Steve, 7 lessons with Rob

Amazing Tutor

Just in our first session Rob was able to quickly assess my needs for our tutoring sessions and help build my confidence in the material. After just a few sessions I am already feeling more confident as I approach my test date. Thank you Rob!

Gizelle, 12 lessons with Rob

Insightful and Patient

Rob was a great tutor. He patiently helped me dig deeply into the issues. He provided solid guidance on how to interpret the various questions one faces in the Series 3. He was very thorough in each session and consistently recommended practice questions for homework. And most importantly, helped get to the point where I passed the Series 3 on my first go. I highly recommend him. Andy D.

Andrian, 16 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
Hourly Rate: $80
Response time: 3 hours
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