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 86
- Insurance License
- Series 72
- +16 subjects

Edward: Portland 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 65
- Series 24
- Series 26
- +22 subjects

Smriti: Portland Series 7 test prep instructor
...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 it helped me constantly throughout my schooling and also really helped boost my confidence. My goal with any student is to always make sure they're thorough in all basic concepts before before diving into any classroom/homework...
Education & Certification
- University of Madras - Bachelor of Science, Graphic Design
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- PRAXIS
- High School Accounting
- Art
- +46 subjects

Andrew: Portland Series 7 test prep instructor
...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 success both inside and outside of the classroom. I can use elements of a student's background to...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 56 - Proprietary Trader Qualification Exam
- Series 63
- Series 55
- +70 subjects

Patrick: Portland Series 7 test prep instructor
...educator with more than 20 year of experience, and in that time I've developed techniques to make the material understandable. I've led test prep courses for Kaplan for the GMAT, SAT, ACT, and GRE and was also a Kaplan teacher-trainer, so I was entrusted to teach other test prep professionals best practices. My personal goal is to help each of my students perform at their very best, and continue my record of success in doing...
Education & Certification
- University of Louisville - Bachelors, Mathematics
- University of Louisville - Masters, MBA
Subject Expertise
- Series 7
- SAT
- ACT Math
- Statistics Graduate Level
- +37 subjects

Brandy: Portland Series 7 test prep instructor
Everyone can learn, if they have the desire. My goal is to empower my students while understanding their learning styles, gaining a better idea of their perspective of the world, and to thereby teach them through their perspective for maximum success. Education is my passion. If my students aren't successful, how can I be?
Education & Certification
- University of Phoenix-Online Campus - Associate in Arts, Accounting
Subject Expertise
- Series 7
- Accounting
- College Business
- ACCUPLACER Reading Comprehension
- +168 subjects

Kevin: Portland Series 7 test prep instructor
...related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with my family and our dog. I look forward to hearing from you and helping you achieve more confidence...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 65
- Series 63
- SIE
- +41 subjects

Gregory: Portland Series 7 test prep instructor
...University and Financial Mathematics at The University of Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use R and SPSS. I enjoy math and science, and I tutor my own children (7 and 10)
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- Series 31
- Series 3
- +48 subjects

Sean: Portland Series 7 test prep instructor
...but life is GOOD as long as you do the work. After being in the business world for over 20+ years 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...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 66
- Business Ethics
- +17 subjects

Joshuah: Portland Series 7 test prep instructor
...first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't wait,...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 7
- CPA
- CFA
- Series 4
- +10 subjects

Scott: Portland Series 7 test prep instructor
...faculty and staff, developing and ensuring the consistent delivery of quality curriculum, managing a retention management processes, developing and administering program budgets, determining faculty and staff training needs, coordinating industry projects with faculty teams, tailoring training and educational material to the level and need of individual students, and managing and implementing a system of student support. I also served as the Academic Dean over four schools, Business, Hospitality, Criminal Justice and Culinary Arts at Pittsburgh...
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
- College Accounting
- IB Business & Management
- Microsoft Excel
- +12 subjects

Melissa: Portland Series 7 test prep 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
- SIE
- Series 66
- Series 63
- +1 subjects

Nathalie: Portland Series 7 test prep instructor
...beginning with my Undergraduate Degree in Biology. I was hoping to go to Veterinary School although the school I hoped to go to was on the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst. I am very passionate about my work and hope to help you learn to love math as much as I do! I look forward to...
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- CPA
- +34 subjects

John: Portland Series 7 test prep instructor
...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 into your skill set.
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 72
- Series 57
- +36 subjects

Aaron: Portland Series 7 test prep instructor
...4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 7
- Series 53
- Series 65
- Series 66
- +7 subjects

Sean: Portland Series 7 test prep instructor
...I prefer to apply real world application of topics in order to gain a deeper understanding and truly gain knowledge around different subjects. My ultimate goal is to get my students to the end goal of passing their exam as quickly and efficiently as possible. I 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...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- Series 6
- Insurance License
- +2 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 7
- Insurance License
- Series 9
- Series 65
- +23 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 63
- +25 subjects

Brian: Portland Series 7 test prep instructor
...leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as it tends to really boost confidence,...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +22 subjects

Daniel: Portland Series 7 test prep instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- ChFC - Chartered Financial Consultant
- +25 subjects