Make a call to Varsity Tutors if you want to get started with a professional Albany Series 7 exam course. You must take and pass the Series 7 exam to get your stockbroker license in the United States. You must have first passed the SIE (Securities Industry Essentials) exam to take the Series 7 exam. Regardless of whether you studied at the College of Saint Rose, the University of Albany, or another university in the area, taking an Albany Series 7 exam prep course can help you prepare for this important test.
What should I study when preparing for the Series 7 exam?
The Series 7 exam is designed to test the capabilities of prospective general securities representatives. Such a job would include selling corporate securities, government securities, variable annuities, direct participation programs, etc.
The bulk of the Series 7 exam will focus on skills involved in interacting with clients. This includes transferring assets, recording information, recommending investment opportunities, and providing information about investments. Other skills required for the test include confirming transactions, verifying client agreements, obtaining information about a client's financial profile and goals, opening accounts, and seeking out business from clients. You will have three hours and 45 minutes to complete the 125 questions on the Series 7 exam.
What can I get out of taking an Albany Series 7 exam class?
Studying in a virtual class can save you time and money. Our classes take place over the internet in our virtual classrooms. You will be able to engage with your instructor and the other students through video chat. Interactions will take place in real time, and you can feel as if you were sitting in the same room together. At the same time, you will not have to spend any time or money on transportation.
Taking an Albany Series 7 exam class can develop your critical thinking skills. The teacher can ask questions that force you to think quickly. Learning from the teacher can also help you develop your listening skills.
When taking an Albany Series 7 class, you can review all that you learned in your school classes. You may find that there are holes in your knowledge. You might have missed something that was discussed in class, or you may have misunderstood a certain concept, such as arbitrage. Taking a comprehensive Series 7 course will give you the opportunity to relearn everything you need to know for the exam.
Being able to learn with like-minded students is another benefit of attending an online Series 7 class. Your fellow students, like you, will also be aspiring stockbrokers who want to prepare for the Series 7 exam. You can motivate each other and help keep each other focused on your purpose. You can also exchange ideas, share different perspectives, and help each other understand difficult concepts.
Besides learning the information that will be covered on the test, you also need to learn how to take a test that has a time limit. Your teacher can cover this during class. For example, they can give you advice on how to pace yourself so that you do not spend too much time on a single question. Instead, you can take your best guess, mark down the question, continue on to other questions, and come back to the marked questions if you have time left over at the end of the exam. The teacher can even administer practice tests that mimic the time limits you will face on the actual exam.
You can also ask for private time with your class instructor if you feel that you have not understood certain topics, such as the rights of common stockholders or ETFs. You can review these topics, delve deeper into them, clear up misunderstandings, and ask questions.
What is the best way to sign up for an Albany Series 7 exam course?
If you are interested in preparing for your upcoming Series 7 exam, get in touch with Varsity Tutors. Our educational consultants can help you find an Albany Series 7 exam course that works for you, regardless of your current level of knowledge. Whether you want to take classes during the day, in the evenings, or on weekends, we can help. New class sections start each month, so you will not have to wait long to get started. You can sign up for a two-week course or a four-week course, depending on how much preparation you want. Give us a call today and we will be glad to help you out.
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Economics
- College English
- +66 subjects

Brian: Albany Series 7 course instructor
I have a BS in finance and economics, I worked as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects

Scot: Albany Series 7 course instructor
...of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 9
- Series 16
- Series 24
- +12 subjects

Natalie: Albany Series 7 course instructor
...very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has offered insight across the spectrum of financial advising, mortgage lending and real estate matters. On my free time I like to go cycling, volunteer locally and enjoy keeping up with the latest fashion trends and home decor. I also am part of a roller hockey...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 63
- +151 subjects
Subject Expertise
- Series 7
- Firefighter Exam
- Series 66
- EMT - Emergency Medical Technicians
- +6 subjects

Jorge: Albany Series 7 course instructor
...a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing their efforts to achieve success.
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 7
- Insurance License
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +33 subjects

Anna: Albany Series 7 course instructor
Hello :) I am a recent graduate from Macaulay Honors program at Baruch College. Since graduation, I have worked as a financial associate in a global bank. I have tutored students since 11th grade in a variety of English and math subjects, including standardized prep. I love helping students improve their knowledge, and am sure I can be of help to you, especially in grammar! ... As a tutor specializing in standardized exam preparation, I start each lesson by jumping straight into the material. Since topics on standardized exams are given in random question order, that is how I structure my lessons. My students dive into practice sections, after which we review each incorrect answer and conduct a full lesson on the un-mastered topics until the student feels comfortable with that topic.
Education & Certification
- CUNY Bernard M Baruch College - Bachelors, Finance
Subject Expertise
- Series 7
- 3rd Grade
- 9th Grade
- PSAT Critical Reading
- +169 subjects

Nana: Albany Series 7 course instructor
I signed up to be a tutor because I enjoy helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 26
- Series 86
- Series 6
- +42 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 7
- CFA
- CPA
- Geography
- +30 subjects

Hal: Albany Series 7 course instructor
...the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 7
- Series 10
- CPA
- Series 52
- +170 subjects

Nicholas: Albany Series 7 course instructor
...National Board for Professional Teaching Standards certification for K-8 in English Language Arts. I have taught 5th grade for 9 years and currently I am an Assistant Principal at an elementary school. I've also worked in the financial services industry as a financial advisor and served in the US Navy for 20 years as an enlisted aircrewman. I love to learn new things and have a deep passion for teaching and helping others. I tutor...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Series 66
- Study Skills
- Other
- +16 subjects
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Insurance License
- +52 subjects

Drew: Albany Series 7 course instructor
...with staff, I have also been responsible for leading a Training organization responsible for hiring and training 2000 new brokers. My field experience combined with my own personal passing of many Insurance and FINRA required licenses makes me an excellent choice as your tutor. I also have an extensive business, economic, history, geography, philosophy and general knowledge experience that can also be called upon. Thanks in advance for trusting me as your tutor, coach and...
Education & Certification
- The Richard Stockton College of New Jersey - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 7
- Series 65
- Series 53
- Series 79
- +42 subjects

John: Albany Series 7 course instructor
...have successfully recruited, hired, trained and/or supervised over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects' financial literacy, I have proven experience in helping individuals master the content and successfully prepare to pass the following FINRA Licenses: Series 7, 8 (9/10), 66, 63 exams. My 28 years of industry experience will provide many real-world...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 63
- +9 subjects

John: Albany Series 7 course instructor
I have a BS in Computer Science and Economics from Yale and an MBA from NYU. I have my Series 7 and 57 and work as a proprietary trader on Wall Street. I'm passionate about financial markets, technology and economics. My philosophy towards education is one of efficiency. I believe that time management is the key to accomplishing your academic and professional goals. I'm here to help you not only learn but absorb the material...
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 3
- Series 9
- Series 57
- +36 subjects

Melissa: Albany Series 7 course instructor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- SIE
- Series 63
- +1 subjects

Pamela: Albany Series 7 course instructor
...speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe that we should always be learning something new! I am huge proponent of continually improving oneself and believe lifelong learning keeps us happy, healthy and improves our...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 7
- Series 26
- CPFA
- Series 52
- +65 subjects

Reginald: Albany Series 7 course instructor
...rest is history. I immediately fell in love with the French language along with the challenge of learning a new one. With only my experience to thank, I have had the opportunity to conduct French interviews, "Bosser" in a French real estate firm in NYC, pass my DALF examination, and "enseigner" the language to my family members. I will be there to guide you every step of the way while making the experience relatable, relevant,...
Education & Certification
- Grenoble Ecole de Management - Certificate, Accounting and Finance
- Howard University - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 63
- Exam IFM - Investment and Financial Markets
- CFA
- +88 subjects

Brian: Albany Series 7 course instructor
...degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +22 subjects

Dennis: Albany Series 7 course instructor
...and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really for yourself and those you will affect...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 7
- Series 24
- Series 55
- SIE
- +49 subjects