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!
Education & Certification
- Embry-Riddle Aeronautical University-Daytona Beach - Bachelor of Science, Air and Space Operations Technology
- Embry-Riddle Aeronautical University-Daytona Beach - Master of Science, Aerospace Engineering
Subject Expertise
- Series 7
- EMT - Emergency Medical Technicians
- FAA - Federal Aviation Administration examination
- Professional Certifications
- +1 subjects

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 66
- Series 22
- Series 86
- +16 subjects

Smriti: Portland Series 7 test prep instructor
...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 problems or...
Education & Certification
- University of Madras - Bachelor of Science, Graphic Design
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Calculus 2
- GRE Subject Test in Mathematics
- Graduate Test Prep
- +46 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- Personal Finance
- Pre-Calculus
- Other
- +66 subjects

Anna: Portland Series 7 test prep instructor
Hello :) I am a recent graduate from Macaulay Honors program at Baruch College. Since graduation, I have worked as a financial associate in a global bank. I have tutored students since 11th grade in a variety of English and math subjects, including standardized prep. I love helping students improve their knowledge, and am sure I can be of help to you, especially in grammar! ... As a tutor specializing in standardized exam preparation, I start each lesson by jumping straight into the material. Since topics on standardized exams are given in random question order, that is how I structure my lessons. My students dive into practice sections, after which we review each incorrect answer and conduct a full lesson on the un-mastered topics until the student feels comfortable with that topic.
Education & Certification
- CUNY Bernard M Baruch College - Bachelors, Finance
Subject Expertise
- Series 7
- College Algebra
- SHSAT
- ISEE- Upper Level
- +169 subjects

Ross: Portland Series 7 test prep instructor
...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, I enjoy reading that which enriches my life, yoga, golf, and working out.
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
- A Level
- Productivity
- SIE
- +22 subjects

Kevin: Portland Series 7 test prep instructor
...also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring...
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
- Geography
- Intermediate Accounting
- +41 subjects

Dennis: Portland Series 7 test prep instructor
...the 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
- English Grammar and Syntax
- SAT Writing and Language
- Series 7 - General Securities Representative Exam (Stockbroker)
- +49 subjects

Nicholas: Portland Series 7 test prep instructor
...the National Board for Professional Teaching Standards certification for K-8 in English Language Arts. I have taught 5th grade for 9 years and currently I am an Assistant Principal at an elementary school. I've also worked in the financial services industry as a financial advisor and served in the US Navy for 20 years as an enlisted aircrewman. I love to learn new things and have a deep passion for teaching and helping others. I...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Elementary School Math
- Microeconomics
- Psychology
- +16 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 7
- Middle School Math
- Economics
- World History
- +30 subjects

Christopher: Portland Series 7 test prep instructor
...helping others, and I love math and 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!...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Competition Math
- Series 63
- Discrete Math
- +7 subjects

Krista: Portland Series 7 test prep instructor
...I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips and tricks that I have found helpful...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- Series 7
- Economics
- SIE
- College Accounting
- +18 subjects

Audrey: Portland Series 7 test prep instructor
...students. At USC I was a Teaching Assistant for two Professors, and tutored undergraduate students in Statistics and Management Science. The students that I helped at USC graduated and moved on to successful careers. At the University of Ghana, I was a full-time Teaching Assistant. I tutored a final year class of students in Auditing using a case study approach. I also taught a second year Hospital Accounting class that emphasized cost accounting. All of...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Insurance License
- CPA REG - CPA Regulation
- Finance
- +26 subjects

Fahad: Portland Series 7 test prep instructor
...financial planning. I enjoy explaining financial and economic concepts to clients and students. I have helped colleagues and students pass standardized tests related to the financial industry (Series 7, Series 66, CFA Level I). My approach involves assessing students' strengths and weaknesses and working on areas that need the most attention. I enjoy traveling. I have lived in many countries in the past including Switzerland where I went to boarding school. I like to stay...
Education & Certification
- James Madison University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Statistics
- Finance
- Executive Functioning
- +27 subjects

Kyle: Portland Series 7 test prep instructor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 7
- Math
- Finance
- Algebra
- +10 subjects

Nathalie: Portland Series 7 test prep instructor
...an interesting background 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...
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
- Languages
- Spanish
- Algebra
- +34 subjects

Zechariah: Portland Series 7 test prep instructor
...to be a student as well, and the value of having some help from time to time. I have a Bachelor's degree in economics, am currently pursuing a Master's degree in the same subject, hold the Series 7 and Series 66 licenses, and have earned the Certified Investment Management Analyst (CIMA) designation. I am trying to be a life-long learner. We need more people committed to personal and professional growth and development. If I can...
Education & Certification
- Oregon State University - Bachelor of Science, Economics
- University of Missouri-Columbia - Master of Arts, Economics
Subject Expertise
- Series 7
- Series 63
- CFP
- Series 57
- +21 subjects

Michael: Portland Series 7 test prep instructor
I have over a decade of experience in the financial services industry, ranging from annuity servicing, internal wholesaling, external wholesaling, institutional sales, and financial advising. I have tutored many along the way to help them pass their FINRA exams. Learning the real-world applicability and what the exam is trying to get you to understand will help you to pass so that you can begin/further your career. I'm here to help!
Education & Certification
- Rasmussen College-Minnesota - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- High School Economics
- Series 6
- Accounting
- +13 subjects

Sebastian: Portland 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
- FRM
- Public Speaking
- +14 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
- Accounting
- Series 63
- Business
- +34 subjects