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.

Matthew: Charlotte Series 7 test prep instructor
...business is 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...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Economics
- Accounting
- Finance
- +14 subjects

Chris: Charlotte Series 7 test prep instructor
...with leading 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...
Education & Certification
- University of Michigan-Ann Arbor - Bachelor in Arts, Economics
- Wesleyan University - Master of Arts, History
Subject Expertise
- Series 7
- A Level Business
- College Economics
- College Business
- +9 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
- Managerial Accounting
- ACT Math
- Statistics
- +15 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- Geometry
- ACT Science
- Social Networking
- +66 subjects

Andrew: Charlotte Series 7 test prep instructor
...I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding a student's goals and helping them achieve...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Trigonometry
- Technology and Coding
- Elementary School Math
- +70 subjects

Victoria: Charlotte Series 7 test prep instructor
...have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- English
- Business Writing
- Series 63
- +35 subjects

Vincent : Charlotte Series 7 test prep instructor
...Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- High School Economics
- Finance
- Math
- +14 subjects

Hal: Charlotte Series 7 test prep instructor
...the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having served as a national educator in investments for a...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 7
- Business Enterprise
- Business Writing
- High School Computer Science
- +164 subjects

Brian: Charlotte Series 7 test prep 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
- Professional Certifications
- Technology and Coding
- Series 24
- +18 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- College Accounting
- Finance
- +20 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 7
- Economics
- High School Business
- Geometry
- +30 subjects

Sean: Charlotte Series 7 test prep instructor
...to give back. As a life long learner I can promise we will not only learn the subject you need but also learn how you best learn. My Style is to teach you where you are, really get to know you and how you process information into knowledge. I will pass on what I have learned, the steps it takes to be successful, and the mindset to help you not only in the subject you...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- High School Level American History
- College Economics
- +17 subjects

Tim: Charlotte Series 7 test prep instructor
I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.
Education & Certification
- Missouri State University-Springfield - Bachelor of Science, Finance
- Maryville University of Saint Louis - Masters in Business Administration, Business and Managerial Economics
Subject Expertise
- Series 7
- Personal Finance
- College Business
- Management
- +32 subjects

Joseph: Charlotte Series 7 test prep instructor
...especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome all students to study together to obtain that license and realize their dreams!
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Spanish 4
- Microsoft Excel
- Series 86
- +48 subjects

Ben: Charlotte Series 7 test prep instructor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 7
- Macroeconomics
- College Economics
- A Level Economics
- +33 subjects
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Labor Economics
- 6th Grade AP Macroeconomics
- Public Economics
- +65 subjects

Ross: Charlotte Series 7 test prep instructor
...I have studied for the SIE and passed it and helped other people pass the SIE. I am most passionate about History. In my experience helping struggling students prepare for Standardized Tests, we always seem to have the most fun. I am a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to impart this appreciation to all of my students. In my spare time,...
Education & Certification
- University of New Haven - Bachelor in Arts, Political Science and Government
- Mercy College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Other
- A Level
- High School World History
- +22 subjects

Nancy: Charlotte Series 7 test prep instructor
...As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography, or...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- ISEE-Upper Level Verbal Reasoning
- Middle School Writing
- Python
- +81 subjects

William: Charlotte Series 7 test prep instructor
I have been teaching the Series 6 & 7 for the past 24 years and recently the SIE as well. I am very passionate about helping students pass these tests and have a unique ability making this information understandable. I specialize in "Options and Margin"
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 7
- Series 66
- Series 3
- Insurance License
- +25 subjects

Angela: Charlotte Series 7 test prep instructor
...the time to understand an individual's needs, objectives, and the way they learn best is paramount in achieving success. My relevant qualifications include an MBA, CDFA, Series 7 & 66 Licenses, and educating and presenting to audiences and teams for over a decade. My business experience includes launching three businesses, implementation of different business models, niche branding, marketing, operations and client acquisition and retention. I volunteer my time educating women facing life changing events on...
Education & Certification
- Walsh College of Accountancy and Business Administration - Bachelor in Business Administration, Business, General
- Walsh College of Accountancy and Business Administration - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Econometrics
- Microsoft Excel
- Series 57
- +26 subjects