...a student of the financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to...
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...and I am a Certified Financial Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most...
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...I held, among others, SEC Series Licenses 3, 4, 7, 15, 24, 27, 53, and 63. As the firm's primary SEC Licensed Principal, I grew this financial services conglomerate to $21 million in annual revenues, with over $700 million in customer assets under management, and employed approximately 300 licensed personnel. I coordinated and managed all functions of the holding company and its subsidiaries, which included a national brokerage firm, a commodity firm, an insurance firm,...
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...was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held 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...
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...I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the student pass...
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Our interview process, stringent qualifications, and background screening ensure that only the best Series 53 tutors work with Varsity Tutors. To assure a successful experience, you're paired with one of these qualified tutors by an expert director - and we stand behind that match with our money-back guarantee.
Receive personally tailored Series 53 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Series 53 Tutoring FAQ
Series 53 is an exam and license, which is also often called the Municipal Securities Principal Exam. Individuals who have this license are able to supervise the municipal securities activities of a securities firm or bank dealer. The license also qualifies those who have it to become licensed municipal securities principals. These individuals are able to underwrite, trade, buy, and sell municipal securities. Finally, those who pass the Series 53 Exam are also able to work as financial advisors or consultants to issuers of municipal securities and can communicate with customers about these topics in a professional setting.
If you're a financial professional who is interested in a job that deals with these things, passing the Series 53 Exam is essential. In order to do that, you'll have to answer at least 70% of the exam's 100 multiple-choice questions correctly. This must be done within a three hour and thirty-minute timeframe. If you can successfully do this, then you will receive your Series 53 license and can pursue employment in the fields it qualifies you for. If you're planning on taking the exam, you should be prepared to answer questions on a variety of topics. Some of the areas covered on the exam are federal regulations, general supervision, sales supervision, and trading and operations.
No matter what your current knowledge of the covered material is, having a solid test preparation process is important. Varsity Tutors can help you with this process by connecting you with a private Series 53 tutor who can help. You can meet with your tutor online through a virtual learning platform that replicates a face-to-face study session. Varsity Tutors can find you an expert to work with who is also willing to meet with you at times and on days that don't conflict with your existing obligations. This flexibility means that even the busiest financial professionals can still take advantage of Series 53 tutoring.
Private tutoring is a unique academic experience, which is completely customizable to fit your specific set of needs. This is possible because you'll meet with your tutor in a one-on-one capacity. This allows your tutor to get to know you and then to create a lesson plan that is based entirely on you. You won't find this level of guided personalization in other test preparation environments. If you want to take advantage of Series 53 tutoring, get in contact with Varsity Tutors today.
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