Varsity Tutors can help you with a variety of online Series 7 prep opportunities to assist you in preparing for your exam. First, we can find you a skilled Series 7 prep tutor who has the knowledge you need to review the exam's content, format, and expectations. On the other hand, we also offer comprehensive courses led by experts who can answer questions and help you build your confidence in yourself. If you want, you can even take advantage of both solutions to feel as prepared as possible.
Aspiring U.S. stockbrokers will need to obtain their license by taking the Series 7 exam, as well as the Securities Industry Essentials (SIE) in order to earn the General Securities Representative designation. Series 7 covers a variety of fundamental topics that you will need to know in order to perform well in the role, including debt instruments, investment risks, and interactions with clients. In all, you will have 225 minutes to complete the 125 multiple-choice exam. Read on to learn more about how we can help you.
What are the perks associated with the different Series 7 prep training options available?
There is a range of advantages associated with test prep services. When you let us enroll you in a Series 7 prep class, you and your classmates can learn from a qualified instructor who has a thorough understanding of the material covered on the exam. Each class session has a degree of flexibility to ensure that you and your peers are receiving the kind of instruction that can help you build your readiness. For example, if your class is confident discussing the standards and required approvals of public communications, your teacher can adjust their focus to the requirements that must be met before you can open a customer account. Your course instructor can even design in-class activities and collaborative opportunities for you and your peers to work together on, such as roleplay and comprehensive group discussions. A classmate may be able to offer insight into a concept that you never considered. In addition, you can always ask your teacher to set aside some time to work with you individually, whether you need to spend more time on balance sheets or FINRA rules.
On the other hand, you can receive a completely personalized academic plan when you let us enroll you in one-on-one Series 7 prep tutoring. Private instruction revolves around helping you in a way that can cater directly to your unique needs. A Series 7 prep teacher can analyze your skills to determine the areas in which you have the most room for improvement, allowing you to spend your time and energy where it can make a difference. Your educator can take the time to experiment with teaching methods that can keep you as engaged as possible. For example, if you are an aural student, your mentor can lead you through role-play activities that can help you feel more comfortable screening potential customers or negotiating sales.
Regardless of which option you choose, you can rest assured that you are learning from a thoroughly vetted instructor who can provide the kind of Series 7 prep training that can take your study sessions to a new level.
Are you sure I can fit online Series 7 prep into my hectic life?
While your life may be busy, we work hard to accommodate your schedule. If you opt to enroll in an online course, you don't have to worry about missing your class. You can log online from anywhere with a stable internet connection to engage with your teacher and peers in real time.
Alternatively, we can connect you with a capable Series 7 prep tutor who can meet with you when it is convenient for you. You can even choose between online and in-person Series 7 prep tutoring. Online instruction takes place in real-time via Live Learning Platform. This platform is built to include a variety of handy resources that can take your studies to a new level. There is a video chat feature built-in that allows you to video chat with your teacher as they guide you through the types and characteristics of non-U.S. market securities. There are a shared document editor and digital whiteboard as well. Our platform automatically records your sessions to ensure that you can always review the material when you need it.
How can I get started with online Series 7 prep right now?
If you're not sure which option is the most suited to your unique academic and scheduling needs, don't hesitate to reach out to Varsity Tutors right away. You can contact our educational consultants by phone or online to get help in making a solid decision. Whether you're interested in studying alongside a Series 7 prep tutor or taking an online class, we can't wait to help you reach for your academic and professional goals.

Roman: Charlotte Series 7 test prep instructor
...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 first attempt. I take care to assess your starting position and help you map out a study and...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 7
- Insurance License
- Series 66
- CFP
- +60 subjects

Chris: Charlotte Series 7 test prep instructor
...in finance since 1984 with leading investment firms including Morgan Stanley, Credit Suisse and Fidelity Investments. I have also taught finance at the college level and I have taught economics and history at the high school level since 1990. Many of my former students went on to study economics at schools like Stanford, Princeton, USC, Wharton and my alma mater, the University of Michigan. I will make the study of finance and economics not only...
Education & Certification
- University of Michigan-Ann Arbor - Bachelor in Arts, Economics
- Wesleyan University - Master of Arts, History
Subject Expertise
- Series 7
- Series 65
- Test Prep
- Business
- +9 subjects

Matthew: Charlotte Series 7 test prep instructor
...I do if I need to improve their business? One of the many reasons why I love teaching people about business is because it gives me an excuse to talk about it. More importantly, it also allows me to help people learn this world and show how you can be independent without taking on a lot of risk. I look forward to helping you in the world of business by using examples that you can...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 24
- Series 3
- Series 63
- +14 subjects

Candice: Charlotte Series 7 test prep instructor
...children from all around how to strengthen themselves academically and with my background being in social work, being able to connect with students from a different and meaningful perspective. I have taught grades 3- 11th professionally on and off for about 5 years, being a private tutor as well. My personal favorite subjects are ELA, reading comprehension and vocabulary. I am excited to build community within Varsity Tutors with my families and students!
Education & Certification
- North Carolina A & T State University - Bachelor of Science, Social Work
- Winthrop University - Master of Social Work, Social Work
Subject Expertise
- Series 7
- Series 63
- Professional Certifications
- Business
- +17 subjects

Richa: Charlotte Series 7 test prep instructor
Hi everyone! My name is Richa and I'm a sophomore at UNC Chapel Hill! I have lots of experience with tutoring kids of various ages. I have worked at Mathnasium and was the president of the math honors society in high school. Whether it be school work or ACT prep, I'm happy to help!
Education & Certification
- University of North Carolina at Chapel Hill - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- AP Statistics
- Managerial Accounting
- ACT Math
- +15 subjects

Andrew: Charlotte Series 7 test prep instructor
...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 relate complex subjects in a way that is more familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with friends. I enjoy traveling, having been to 19 countries on 4 continents and...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 3
- Series 55
- Series 63
- +70 subjects

Sean: Charlotte Series 7 test prep instructor
...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 pass on what I have learned, the steps it takes to be successful, and the mindset to help you not only in the subject...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 7
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Social Studies
- +17 subjects

Myles: Charlotte Series 7 test prep instructor
...7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from some of the best in the industry. I have...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 7
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +4 subjects

Karen: Charlotte Series 7 test prep instructor
...problems at hand. What motivates me to tutor in subjects ranging from elementary math up to Pre-Calculus to different business courses, is the challenge to tailor my teaching techniques to fit with my student. I enjoy badminton, basketball, stretching my mind, and hanging with friends on my spare time. I love to be a person in a student's learning process as not only are they growing their mind, it challenges me to be a better...
Education & Certification
- Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
- Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- ACT
- Algebra
- +61 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 9
- Series 63
- Series 24
- +4 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- Series 63
- Series 66
- SIE
- +9 subjects

Ben: Charlotte 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 5 - Interest Rate Options Exams
- Exam IFM - Investment and Financial Markets
- Series 63
- +39 subjects

Raman: Charlotte Series 7 test prep instructor
...plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 7
- Series 63
- CFP
- FINRA - Financial Industry Regulatory Authority
- +25 subjects

James: Charlotte Series 7 test prep instructor
...planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a professional trombone player -- playing in different orchestras. I also was a trombone performance...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- Series 7
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- +27 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 7
- Series 63
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects

Evan: Charlotte Series 7 test prep instructor
...Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance....
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 63
- CFA
- FINRA - Financial Industry Regulatory Authority
- +27 subjects

Christopher : Charlotte Series 7 test prep instructor
My name is Chris. I'm 25 years old and work in investment banking. I enjoy learning about and teaching all things related to business and history. Other than banking and tutoring, I'm also working on three startups as either a co-founder or leading business development. I also have my Series 7, 63 and 79 I like to take complex ideas and break them down with more simple terminology and application to real world scenarios.
Education & Certification
- The University of Alabama - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Business Analytics
- World History
- Calculus
- +68 subjects

Audrey: Charlotte Series 7 test prep instructor
...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 my students graduated and have successful careers. I also have more than 20 years experience in the auditing, government, public finance and project management, fixed income (bonds), mutual fund, and financial services industry. I use my knowledge and experience to help students visualize their...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Series 66
- Insurance License
- CPA
- +26 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 65
- Series 6
- Series 24
- +16 subjects

Jacquelyn: Charlotte Series 7 test prep instructor
...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 perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working one-on-one, in small...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 7
- RICP - Retirement Income Certified Professional
- Series 66
- International Sports Sciences Association
- +18 subjects