If you need help preparing for the Series 7 exam, Varsity Tutors can connect you with a Portland Series 7 exam tutor or set you up with an online course designed to help you do your best on test day. The exam is taken by aspiring U.S. stockbrokers who wish to obtain a license to trade. It doesn't matter if you are attending Portland State University, Concordia University-Oregon, or another school, you have put in a lot of work to get here. The Series 7 will require you to know all of the information you have covered so far, so you will want to be well prepared. It is a great idea to get a thorough review of the basics, especially those topics that you have not visited in a while. Varsity Tutors offers something for every student. You can take an online Portland Series 7 prep course or get help from a private tutor. By seeking outside help, you can pursue your goals effectively.
What are some concepts that will be covered during Portland Series 7 prep?
During Portland Series 7 prep, you can get a comprehensive review of all of the material that you will face on exam day. Some of the topics that you will learn about include mutual funds, regulation, margin issues, and more. In addition to the content, you can learn all about the format and timing of the exam which can only help you become more prepared to face the exam.
The Series 7 has a time limit of 225 minutes in which you will need to answer 125 multiple-choice questions about various topics. To pass the exam, you must get higher than 72%. It measures the competency of entry-level registered representatives to perform their job as a securities representative. There are nine questions about seeking business for the broker-dealer from customers and potential customers. Eleven questions are about opening accounts and evaluating financial profiles. There are ninety-one questions regarding providing customers with information about investments, making suitable recommendations, transferring assets, and maintaining records. Finally, fourteen questions address obtaining and verifying purchases by customers and sales instructions and agreements, etc. Since the exam has so many questions that may be lengthy or complex, you will want to know some techniques to answer questions promptly. Your Portland Series 7 instructor can teach you these strategies.
What are some advantages of the different types of Series 7 prep?
The two types of prep offered include online, group courses, or private instruction. Varsity Tutors would be happy to help you get set up with either. Most of the time, students will find one appeal to them over another, but you can also choose to engage in both methods for maximum preparation. Each option has many benefits, and right now we will explore some of those benefits for each type of Portland Series 7 prep.
Working with a Portland Series 7 tutor can be of great benefit for those who enjoy the one-on-one attention they provide. Working with a private mentor can provide you with custom learning. Your private mentor can get to know your strengths and weaknesses and create custom lesson plans that play up your strengths while addressing any weak areas. Additionally, private instruction takes place in a distraction-free environment that you get to choose. You don't have to worry about being distracted by your peers speaking, phones going off, etc. You can also learn other skills from your instructor that include time management and study skills that you can use now and in the future.
On the other hand, if you prefer a group setting or one that is closer to that of a traditional classroom, perhaps you will want to enroll in a Portland Series 7 prep class. You will attend your class by logging onto the Live Learning Platform and using the whiteboard and video chat features. Your classes will be held in a digital classroom where you can interact with your peers and instructor as if they were sitting next to you. However, if you feel that you are still struggling with a concept after class, you can schedule some one-on-one time with your instructor for clarification.
How can I get started in Portland Series 7 preparation?
Whether you decide to take an online class or attend private tutoring, you will learn from a qualified instructor. With the flexibility to schedule sessions and attend classes at multiple different times, even the busiest person can make use of these great resources. Portland Series 7 prep can help you, so reach out to Varsity Tutors today!
Eric: Portland Series 7 test prep instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 7
- Series 72
- Other
- Series 10
- +16 subjects
Smriti: Portland Series 7 test prep instructor
...for standardized tests (GMAT/GRE/SAT/ACT). I scored a 750 myself on the GMAT, graduated magna cum laude with a BSc. in Visual Communication and recently received my MBA from Yale. I have tutored students for 3+ years in various subjects including math, statistics, probability, and test prep. I also offer career development counseling - specifically Resume Reviews for people looking to apply to universities or looking to enter the job market. I'm passionate about tutoring because...
Education & Certification
- University of Madras - Bachelor of Science, Graphic Design
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- SAT Math
- GRE Verbal
- High School Computer Science
- +46 subjects
John: Portland Series 7 test prep instructor
I'm John. I have a proven track record of raising students' SAT scores quickly and counseling towards their best fit school. I hope you'll consider me!
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- ACT
- AP Calculus AB
- PSAT
- +66 subjects
Andrew: Portland Series 7 test prep instructor
...Psychology, with a Math minor. I also have a MBA from UNC's Kenan-Flagler Business School 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Science
- Series 63
- GMAT Analytical Writing Assessment
- +70 subjects
Brandy: Portland Series 7 test prep instructor
...licensed. I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree in Psychology.
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- Series 7
- SIE
- Professional Certifications
- Series 63
- +1 subjects
Will: Portland Series 7 test prep instructor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Business
- Test Prep
- +4 subjects
James: Portland Series 7 test prep instructor
I have an MBA with an emphasis in finance from USC; I've had careers in finance and education; my objective as an economics and finance tutor is to explain concepts in straightforward terms with everyday examples. I aim to give life to the dynamics and calculations, and enable students to apply the tools to real-life situations that finance professionals face on a daily basis.
Education & Certification
- Whitman College - Bachelor in Arts, Biology, General
- University of Southern California Marshall School of Business - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- College Economics
- Series 65
- CFA
- +15 subjects
Claudio: Portland Series 7 test prep instructor
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 7
- High School Business
- Math
- ACCUPLACER Elementary Algebra
- +34 subjects
Donald: Portland Series 7 test prep instructor
...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 my love for teaching. Upon graduation I commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- High School Accounting
- RICP - Retirement Income Certified Professional
- SIE
- +35 subjects
James Hlavaty: Portland Series 7 test prep instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 7
- Basic Computer Literacy
- Series 6
- Technology and Coding
- +7 subjects
Kevin: Portland Series 7 test prep instructor
...with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Finance
- CPA
- MBA
- +41 subjects
Eric: Portland Series 7 test prep instructor
...some areas/subjects, but what's important is developing the ability to admit when you don't know and seek help. Working one-on-one, whether with a teacher or mentor, has helped me turn a corner in multiple subjects over the course of my academic career. Learning how to deal with adversity can certainly be applied in all areas of life. Finally, I've realized that education is a lot more fun when you share the experience with others. With...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor of Science, Finance
Subject Expertise
- Series 7
- High School Accounting
- Elementary School Math
- Macroeconomics
- +29 subjects
Kathleen: Portland Series 7 test prep instructor
...63, 65, 7, 8, Life and Health Insurance. Designations earned: Certified Financial Planner (CFP), Chartered Financial Consultant (ChFC), and Chartered Advisor for Senior Living (CASL), and recently became an Accredited Asset Management Specialist (AAMS). I have over 15 years of experience as a Wealth Management Professor, Financial Services Trainer, Investment Professional Coach, Financial Consultant and Registered Investment Advisor. Series 65 / 66 go to person. Passed the exam on first attempt. Then became a Certified...
Education & Certification
- The University of Texas at Arlington - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Series 53
- RICP - Retirement Income Certified Professional
- WMCP - Wealth Management Certified Professional
- +20 subjects
David: Portland Series 7 test prep instructor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 66
- Other
- Test Prep
- +16 subjects
Mark: Portland Series 7 test prep instructor
...# 7 - # 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 7
- Other
- Spanish 1
- Personal Finance
- +29 subjects
Mary: Portland Series 7 test prep instructor
...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). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 26
- Series 22
- Series 72
- +94 subjects
Eunpa: Portland Series 7 test prep instructor
Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.
Education & Certification
- University of Chicago - Bachelor in Arts, Mathematics
Subject Expertise
- Series 7
- Test Prep
- High School Chemistry
- MATLAB
- +43 subjects
Nolan: Portland Series 7 test prep instructor
As an investment professional for over thirty years, I really enjoy teaching the nuances of the craft. It's a great career and students can benefit from my victories and defeats. Tutorship exclusively by the Thayer Method; This methodology is one in which students are responsible for their own learning. They study material prior to attending class and classroom time is spent reinforcing/clarifying lesson material. If you are unmotivated, I am not the correct teacher.
Education & Certification
- Eastern Illinois University - Bachelor in Arts, English
- University of Wisconsin-Madison - Master of Science, Finance
Subject Expertise
- Series 7
- Series 63
- High School Level American Literature
- A Level
- +50 subjects
Aleta: Portland Series 7 test prep instructor
...passionately seen my primary role as educating people. Having served in various positions including banker, financial advisor and financial educator (professionally and as a volunteer) it was important to me that my clients/students not only understood "what" products and services were provided but the "why." This is equally important to me as a tutor. My key to helping you PASS YOUR EXAM is understanding the "why". There are many proven techniques I will use based...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 66
- Series 6
- Business
- +9 subjects
Tim: Portland 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
- College Accounting
- Quantum Mechanics
- Statistics
- +32 subjects