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 65
- +16 subjects
John: Portland Series 7 test prep instructor
...of finance and business management. However, it's my passion for education and mentorship that truly drives me. With four years of dedicated teaching experience, I have honed my ability to effectively convey complex concepts in a clear and concise manner, ensuring that my students not only grasp the material but also develop a deeper understanding of the subject matter. As a tutor, my goal is to empower my students to excel academically and professionally. Whether...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- Series 7
- CDL - Commercial Driver's License
- CPA
- IBHRE - International Board of Heart Rhythm Examiners
- +620 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 counseling 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 a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 63
- Series 66
- Series 24
- +26 subjects
Smriti: Portland Series 7 test prep instructor
...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 test strategies, and I'd love to help you with any of the subjects listed on my profile!
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
- Finance
- Pre-Calculus
- +46 subjects
Nicholas: Portland Series 7 test prep instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 7
- CFP
- CIMA
- Series 6
- +43 subjects
Jeremy: Portland Series 7 test prep instructor
I'm grateful to have the opportunity to meet new people. I think an environment of mutual respect and understanding is important. It leads to great conversation and learning by both parties.
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Insurance License
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +52 subjects
Jacquelyn: Portland Series 7 test prep instructor
...personally and professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees 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...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 7
- Series 79
- Series 6
- SIE
- +18 subjects
Kim: Portland Series 7 test prep instructor
...I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest of your life. As a certified NLP coach as...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- Series 7
- Series 6
- Series 63
- Series 65
- +46 subjects
Michael: Portland Series 7 test prep instructor
...or not held basis. Held means I am given the price by the client to fill and not held means the order is at my discretion to pick the price. Here we traded large institutional size orders of every strategy for the banks client who are sophisticated hedge funds, asset managers and clients were desks in a bank who used me instead of their in-house trading desks. I have been involved in quantitative portfolio management...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- Series 7
- SIE
- Series 44 - NYSE Arca Options Market Maker Exam
- Series 55
- +14 subjects
Nicholas: Portland Series 7 test prep instructor
...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 tutor primarily in the areas of reading, math, and writing. My favorite areas are math and writing. Both are...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Series 66
- Social Studies
- Intermediate Accounting
- +16 subjects
Christopher: Portland Series 7 test prep instructor
...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! I will do what it takes to help...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Pre-Algebra
- +7 subjects
Peter: Portland Series 7 test prep instructor
...You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 7
- Series 9
- Series 6
- Series 10
- +42 subjects
David: Portland Series 7 test prep instructor
...product management and business strategy consultation background focused on driving client services and business development. My experience is diverse and encompassed training and facilitation, strategy, financial management, financial planning, product management, project and program leadership. I have served not only as a trainer in the corporate structure but also as a financial educator and a tutor for peers as well as young children. My background in real world situations as well as my educational achievements...
Education & Certification
- Clark Atlanta University - Bachelor in Arts, Business Administration and Management
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Business
- Finance
- +14 subjects
Godswill: Portland Series 7 test prep instructor
...the study group and I eventually found myself tutoring a group of 6 to 12 graders that quickly grew from 10 to 50 students. As a college senior, I was tutoring a group of two dozen freshmen students College Physics, College Math, and Applied Mechanics. My approach was to get students to enjoy learning the principles and theorems as it applies to real life situations. I always found this technique effective when I share scenarios...
Education & Certification
- Rivers State University - Bachelor of Engineering, Mechanical Engineering
- Texas Southern University - Master of Science, Computer Science
Subject Expertise
- Series 7
- Series 79
- PRAXIS
- SIE
- +138 subjects
Ben: Portland 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 24
- CPA
- Series 86
- +39 subjects
Harrison: Portland Series 7 test prep instructor
Hello, My name is Harrison and I am an economics major at the University of Pennsylvania from Philadelphia. I have experience tutoring in economics, statistics, algebra/pre-calc, and introductory calculus. I typically have the most availability during evening and weekend hours, but will always work to try and work with any schedule. If interested, please do not hesitate to reach out.
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 57
- Series 63
- +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 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 10
- +16 subjects
Roman: Portland Series 7 test prep instructor
...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 help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your starting position and help you map out a study and exam prep plan to ace...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 7
- Series 65
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +60 subjects
Anna: Portland Series 7 test prep instructor
I have recently relocated from Pennsylvania to New York. I have always had a passion for teaching and sharing knowledge. I look forward to working with students that love to learn as much as I do!
Education & Certification
- University of Iowa - Bachelor in Arts, General Literature
- Bloomsburg University of Pennsylvania - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- CPA
- Math
- Macroeconomics
- +58 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 66
- CPA
- CLU - Chartered Life Underwriter
- +25 subjects