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.

Roman: Charlotte Series 7 test prep instructor
...in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 7
- SIE
- CFP
- American Council on Exercise (ACE)
- +60 subjects

Chris: Charlotte Series 7 test prep instructor
...1984 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...
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
- UK A Level
- +9 subjects

Matthew: Charlotte Series 7 test prep instructor
...about 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...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Real Estate License
- Series 63
- Series 66
- +14 subjects

Candice: Charlotte Series 7 test prep instructor
...days helping 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...
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
- Executive Functioning
- +17 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
- Middle School Reading
- ACT Math
- Test Prep
- +15 subjects

Andrew: Charlotte Series 7 test prep instructor
...with a Finance Concentration. 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 63
- Series 3
- Series 55
- +70 subjects

Sean: Charlotte Series 7 test prep instructor
...I find myself ready 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...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 7
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Business
- +17 subjects

Myles: Charlotte Series 7 test prep instructor
...in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 7
- Series 6
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects

Karen: Charlotte Series 7 test prep instructor
...each of my students is what helps me be the best tutor in their learning process. I don't teach students but rather I involve them in the learning process so that they can be confident when solving the problems at hand. What motivates me to tutor in subjects ranging from elementary math up to Pre-Calculus to different business courses, is the challenge to tailor my teaching techniques to fit with my student. I enjoy badminton,...
Education & Certification
- Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
- Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- Microeconomics
- High School Biology
- +61 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Series 10
- Series 24
- +4 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- Series 65
- SIE
- Series 63
- +9 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFA
- Series 63
- +39 subjects

Raman: Charlotte Series 7 test prep instructor
...66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License,...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 7
- Series 65
- Series 66
- FINRA - Financial Industry Regulatory Authority
- +25 subjects

James: Charlotte Series 7 test prep instructor
...-- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a professional trombone player -- playing in different orchestras. I also was...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- Series 7
- RICP - Retirement Income Certified Professional
- ChFC - Chartered Financial Consultant
- Insurance License
- +27 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 7
- Series 79
- Series 63
- Series 6
- +20 subjects

Evan: Charlotte Series 7 test prep instructor
...graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 65
- SIE
- Series 66
- +27 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
- Algebra 2
- High School Level American Literature
- Math
- +68 subjects

Audrey: Charlotte Series 7 test prep instructor
...a second year Hospital Accounting class that emphasized cost accounting. All of my students graduated and have successful careers. I also have more than 20 years experience in the auditing, government, public finance and project management, fixed income (bonds), mutual fund, and financial services industry. I use my knowledge and experience to help students visualize their future and make learning more fun and relevant! Financial Accounting and Cost/Managerial Accounting: I tutor beginner, intermediate and advanced...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Series 65
- Insurance License
- CFA
- +26 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 63
- Series 66
- Series 24
- +16 subjects

Jacquelyn: Charlotte Series 7 test prep instructor
...on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working one-on-one, in small and large groups has proved to be successful. I look forward to becoming your Mentor and Educational Coach,
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 7
- ARM - Associate in Risk Management
- SIE
- Series 65
- +18 subjects