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!

John: Portland Series 7 test prep instructor
...and interactive teaching approach, I strive to cultivate a stimulating learning environment where curiosity is nurtured, critical thinking is encouraged, and success becomes inevitable. I believe that education is not just about acquiring knowledge; it's about unlocking potential and fostering growth. With my diverse skill set, comprehensive knowledge, and unwavering dedication, I am confident in my ability to inspire, motivate, and mentor the next generation of finance professionals. Together, let's embark on a journey of...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- Series 7
- AAPC - American Academy of Professional Coders
- CAIA Level I
- NSAA - National Surgical Assistant Association
- +620 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
- Insurance License
- Series 66
- Series 6
- +16 subjects

Smriti: Portland Series 7 test prep instructor
...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 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...
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
- Test Prep
- Calculus
- +46 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Adult ESL/ELL
- Middle School Math
- +66 subjects

Roman: Portland Series 7 test prep instructor
...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 help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 7
- Series 66
- CFP
- Series 63
- +60 subjects

Danny: Portland Series 7 test prep instructor
...I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 10
- Series 66
- Series 9
- +11 subjects

Casey: Portland Series 7 test prep instructor
...of Business Administration and a concentration in Management. Since graduation, I have worked as an accountant and registered financial broker. I have developed a passion for training others and helping them gain the knowledge they need to grow within their careers. While I have most of my experience in the business world, I believe that a strong understanding in Math can lay the groundwork for building the life of your dreams. In my spare time,...
Education & Certification
- Florida Atlantic University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 10
- +25 subjects

Ben: Portland Series 7 test prep instructor
...and business communication. I have started and/or managed 6 companies, including marketing research, investment banking, software development, a pension fund, personal care, and a business consulting firm. I have an inquisitive nature, with deep knowledge and interests in business, marketing, demographics, technology and science, international commerce, and outsourcing. I have performed hundreds of business projections/forecasts for entities in all economic sectors, giving me a quick grasp of virtually all business models. I have an MBA...
Education & Certification
- The University of Alabama - Bachelor of Science, Finance
- University of North Carolina at Wilmington - Master in Management, Business Administration and Management
Subject Expertise
- Series 7
- Series 24
- Series 63
- IB Business & Management
- +43 subjects

Brent: Portland Series 7 test prep instructor
Wharton Educated Certified Investment Management Analyst, Studied Pre-Med Honors at SMU, Undergrad in Finance UNT, SMU MBA Double Major: Finance and Strategy / Entrepreneurship, Currently working on Masters of Science in Accounting at SMU. Level II CFA (Chartered Financial Analyst) candidate, 20 years as an Investment Speaker and sales Executive for Fortune 100 firms. I was Academic Decathlon, Whiz-Quiz and Olympics of the Mind participant in High School, (Plano and Lewisville Gifted and Talented). ... Make students understand why we are learning something and relate it to a real- world example so that it cements it into memory!
Education & Certification
- Univ North Texas - Bachelors, Finance
- Southern Methodist University - Masters, Finance/ Strategy /Accounting
Subject Expertise
- Series 7
- College Economics
- AP U.S. Government & Politics
- Test Prep
- +120 subjects

Angela: Portland Series 7 test prep instructor
...have the knowledge to feel empowered in obtaining their goals and objectives. Throughout my career I have maintained the role of an educator. Taking the time to understand an individual's needs, objectives, and the way they learn best is paramount in achieving success. My relevant qualifications include an MBA, CDFA, Series 7 & 66 Licenses, and educating and presenting to audiences and teams for over a decade. My business experience includes launching three businesses, implementation...
Education & Certification
- Walsh College of Accountancy and Business Administration - Bachelor in Business Administration, Business, General
- Walsh College of Accountancy and Business Administration - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 24
- Series 66
- Series 86
- +28 subjects

David: Portland Series 7 test prep instructor
...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 has...
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
- Microsoft Excel
- Business Ethics
- +14 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- Series 66
- SIE
- Series 65
- +9 subjects

Anubhav: Portland Series 7 test prep instructor
...in studying and testing prep can make a huge difference in test scores. My teaching philosophy is to make sure you understand the concepts for trying to tackle a problem. Read and re-read the question to ensure you understand what the question is asking you, and that will save you more time than you expect and also ensure that you don't make any careless errors. My interests outside of academia include technology, investing, cryptocurrency and...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Finance
- New York University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- PMP
- +50 subjects
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 6
- Series 79
- +20 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- SIE
- +1 subjects

Valentina: Portland Series 7 test prep instructor
...pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in public schools. My qualifications are Highly Qualified, and my teaching...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 65
- +4 subjects

Audrey: Portland Series 7 test prep instructor
...relevant! Financial Accounting and Cost/Managerial Accounting: I tutor beginner, intermediate and advanced undergraduate students, and graduate students in Financial Accounting and Cost/Managerial Accounting and business courses, including case analysis. I emphasize the fundamentals before moving on to more advanced topics. I have strong research skills that I deploy where necessary to ensure that my students have up to date knowledge. I will also use real life examples from business, industry and SEC reports to reinforce...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- CPA
- Series 65
- Insurance License
- +26 subjects

Fahad: Portland Series 7 test prep instructor
...about investments and 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...
Education & Certification
- James Madison University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Finance
- Elementary Math
- Math
- +27 subjects

Kevin: Portland Series 7 test prep instructor
...computer 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...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 66
- SIE
- Series 65
- +41 subjects

David: Portland Series 7 test prep instructor
...Colleges where I was President of my fraternity and played on the golf team. I received an M.B.A in Finance from the Rochester Institute of Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a high...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Exam IFM - Investment and Financial Markets
- CPA
- AIFA - Applied Investment and Finance Analyst Certification Exam
- +151 subjects