If you are in the process of preparing for the Series 7 exam, reach out to Varsity Tutors to sign up for Charlotte Series 7 exam prep. The Series 7 exam is taken by those who want to become U.S. stockbrokers. Passing the exam, which requires a score of at least 72 percent, allows you to obtain a license to trade. The Series 7 exam is designed to measure whether an entry-level representative has the skills to perform their job as a securities representative. This may include selling municipal securities, investment company securities, and government securities, among others. The Series 7 exam covers an extensive amount of concepts. As such, it may be helpful for you to go through a full review of the topics that may show up on the exam. If you feel like you could use some extra guidance as you go through this process, you should consider seeking out Charlotte Series 7 exam prep.
What concepts will be covered during Charlotte Series 7 exam prep?
The Series 7 exam contains questions about a wide range of topics, such as investment recommendations, retirement plans, and options disclosure documents, among others. It also tests your proficiency in a variety of skills, such as being able to process and complete transactions, maintaining appropriate records, and evaluating customers' financial profiles. In total, the exam has 125 multiple-choice questions and you will have 225 minutes in which you must complete them.
Reviewing the applicable concepts is obviously an important part of preparing for the Series 7 exam, but it can also be beneficial to learn some test-taking strategies. One such strategy includes being able to eliminate incorrect answers based on context. No matter how much you study, there is still a chance that there will be questions on the exam that stump you. When this happens, your first instinct may be to just pick a random letter. However, if you first eliminate some of the answer options using context clues, you may have a better chance at guessing correctly.
What are the advantages of the two different types of Charlotte Series 7 exam prep?
You can participate in two different Series 7 exam prep methods: a Charlotte Series 7 exam prep class or private instruction. Many students pick one option or the other based on their learning preferences, but there are also students who sign up for both. Whichever option you decide on, you can feel confident that you will receive quality instruction that can help you reach for your goals.
If you are someone who prefers collaborating with others, you may enjoy enrolling in a Charlotte Series 7 exam prep course. Prep classes are similar to regular courses in that you and your classmates will learn from an experienced instructor. You can participate in class discussions and small group activities to practice your skills with the support of your peers in a collaborative environment. You also have the opportunity to learn alternate ways to approach tricky topics from your classmates. If you find that there are concepts that you don't seem to get, you have the option of requesting a meeting with your instructor outside of class to ask any questions you might have.
If you prefer studying in a more personalized environment, you may wish to connect with a Series 7 exam tutor. When you study with a private tutor, you will have more flexibility in terms of the concepts you spend the most time on. If you are having a tough time understanding arbitrage, you can spend more time on that topic and less time reviewing topics you're already familiar with. Additionally, the personalized nature of private tutoring allows your instructor to adapt the way they teach to suit your learning style. So whether you are a visual, physical, or auditory learner, your instructor can design activities that appeal to you.
How can I get started with Charlotte Series 7 exam preparation?
Whether you are a college student at Queens University of Charlotte or an adult who is trying to advance in the securities field, you most likely have a hectic schedule. You may have school or work responsibilities that make studying for another exam a challenge. However, Charlotte Series 7 exam prep takes place completely online. There's no need to worry about commuting to and from class or a tutoring session, because you can attend your prep sessions from home, school, or a local cafe. If you believe you could benefit from receiving extra assistance in the leadup to your Series 7 exam, contact Varsity Tutors today.
Candice: Charlotte Series 7 test prep instructor
...teach children from all around how to strengthen themselves academically and with my background being in social work, being able to connect with students from a different and meaningful perspective. I have taught grades 3- 11th professionally on and off for about 5 years, being a private tutor as well. My personal favorite subjects are ELA, reading comprehension and vocabulary. I am excited to build community within Varsity Tutors with my families and students!
Education & Certification
- North Carolina A & T State University - Bachelor of Science, Social Work
- Winthrop University - Master of Social Work, Social Work
Subject Expertise
- Series 7
- Series 63
- Elementary School Math
- Elementary School English
- +17 subjects
Chris: Charlotte Series 7 test prep instructor
...investment firms including Morgan Stanley, Credit Suisse and Fidelity Investments. I have also taught finance at the college level and I have taught economics and history at the high school level since 1990. Many of my former students went on to study economics at schools like Stanford, Princeton, USC, Wharton and my alma mater, the University of Michigan. I will make the study of finance and economics not only fun, but relevant to your career...
Education & Certification
- University of Michigan-Ann Arbor - Bachelor in Arts, Economics
- Wesleyan University - Master of Arts, History
Subject Expertise
- Series 7
- Series 65
- College Business
- Test Prep
- +9 subjects
Matthew: Charlotte Series 7 test prep instructor
...because it gives me an excuse to talk about it. More importantly, it also allows me to help people learn this world and show how you can be independent without taking on a lot of risk. I look forward to helping you in the world of business by using examples that you can relate with and showing you my "out of the box" approach towards simplifying the learning curve when you're starting in business.
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 63
- Series 66
- Real Estate License
- +14 subjects
Richa: Charlotte Series 7 test prep instructor
Hi everyone! My name is Richa and I'm a sophomore at UNC Chapel Hill! I have lots of experience with tutoring kids of various ages. I have worked at Mathnasium and was the president of the math honors society in high school. Whether it be school work or ACT prep, I'm happy to help!
Education & Certification
- University of North Carolina at Chapel Hill - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Other
- Middle School Reading
- Statistics
- +15 subjects
Edward: Charlotte Series 7 test prep instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counselling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I am currently a high school basketball coach, and former youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 9
- Insurance License
- Series 26
- +22 subjects
Alexander: Charlotte Series 7 test prep instructor
...show you the best practices, strategies, and techniques that allowed me to pass the CFP in UNDER SIX MONTHS with a 90% blended score on my only full practice exam. Most candidates spend at least a year on their first attempt! I know which methods work and which are a waste of precious effort! Working with me, you will have an expert partner to help encourage, teach, guide, collaborate, and hold you accountable for your...
Education & Certification
- Indiana University-East - Bachelor in Arts, Creative Writing
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- SIE
- +37 subjects
Pamela: Charlotte Series 7 test prep instructor
...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 quality...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 7
- Series 22
- Series 52
- Series 24
- +69 subjects
edward: Charlotte Series 7 test prep instructor
I am a person with an easy-going personality style with complete empathy for your situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker of Record.
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 26
- Series 86
- Series 65
- +7 subjects
Kristin: Charlotte Series 7 test prep instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 63
- +1 subjects
Sean: Charlotte Series 7 test prep instructor
...received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor on these subject matters. Outside of my professional life I enjoy golfing as much as possible in my free time. You can also catch me watching Football...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- SIE
- Insurance License
- Series 66
- +2 subjects
Dennis: Charlotte Series 7 test prep instructor
...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 from now on.
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- SIE
- +49 subjects
Sebastian: Charlotte Series 7 test prep instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 65
- Series 6
- SIE
- +14 subjects
Christopher: Charlotte Series 7 test prep instructor
...finance! Especially the ins and outs of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63) and become a successful broker through E*TRADE! I love kayaking and other outdoor activities in my spare time. Please be open! I will do what it takes to...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Competition Math
- +7 subjects
John: Charlotte Series 7 test prep instructor
...equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my CFA candidacy and academic pursuits. I am excited to continue my learning and provide some of the knowledge I've gained throughout my career.
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 63
- Series 57
- SIE
- +20 subjects
Andrew: Charlotte Series 7 test prep instructor
...teaching philosophy begins with understanding a student's goals and helping them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with friends. I enjoy traveling, having been to 19 countries on 4 continents...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 56 - Proprietary Trader Qualification Exam
- Series 3
- CPA
- +70 subjects
Casey: Charlotte Series 7 test prep instructor
...a passion for training others and helping them gain the knowledge they need to grow within their careers. While I have most of my experience in the business world, I believe that a strong understanding in Math can lay the groundwork for building the life of your dreams. In my spare time, I enjoy cooking, travel, spending time with my family, strength training, and learning new skills that enrich my life ranging from the piano...
Education & Certification
- Florida Atlantic University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 6
- Series 10
- Series 86
- +25 subjects
Christopher : Charlotte Series 7 test prep instructor
My name is Chris. I'm 25 years old and work in investment banking. I enjoy learning about and teaching all things related to business and history. Other than banking and tutoring, I'm also working on three startups as either a co-founder or leading business development. I also have my Series 7, 63 and 79 I like to take complex ideas and break them down with more simple terminology and application to real world scenarios.
Education & Certification
- The University of Alabama - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Financial Accounting
- CLEP Financial Accounting
- High School Business
- +68 subjects
Mary: Charlotte Series 7 test prep instructor
...headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC)....
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Exam IFM - Investment and Financial Markets
- Series 28
- +109 subjects
Scott: Charlotte Series 7 test prep instructor
...Hospitality, Criminal Justice and Culinary Arts at Pittsburgh Technical College. Each school offers several associate level degree programs in addition to a baccalaureate degree in business. My professional responsibilities were similar in nature to those performed at Career Training Academy. On a personal and professional level, I am currently working towards a doctorate in business. The skills acquired while pursuing this advanced degree will enable me to better serve the students I interact with. I...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Industrial and Organizational Psychology
- University of Pittsburgh-Pittsburgh Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- High School Accounting
- PC Basic Computer Skills
- Technology and Coding
- +12 subjects
Donald: Charlotte Series 7 test prep instructor
...Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 66
- ChFC - Chartered Financial Consultant
- CFP
- +35 subjects