
Nico: San Francisco-Bay Area Series 7 tutor
Hi, I’m a professional who is passionate about entrepreneurship and cricket (yes the game cricket). I have extensive experience in financial operations processes and love a good challenge! In my work, I value three things: 1. Honesty, 2. Transparency and 3. Hustle.
Education & Certification
- Westminster College - Bachelor of Accountancy, Accounting and Business Management
Subject Expertise
- Series 7
- High School Accounting
- Managerial Accounting
- Microsoft Office
- +15 subjects

Mark: San Francisco-Bay Area Series 7 tutor
...Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH P.S. I have multiple testimonials...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 7
- CFA
- API - Associate in Personal Insurance
- CLEP Financial Accounting
- +64 subjects

Alex: San Francisco-Bay Area Series 7 tutor
My passion for helping people stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way possible.
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications
Subject Expertise
- Series 7
- English
- Series 66
- Series 63
- +12 subjects
Subject Expertise
- Series 7
- A Beginner's Guide: Excel
- High School Economics
- Business Statistics
- +21 subjects

Michael: San Francisco-Bay Area Series 7 tutor
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 Accounting
- Accounting
- Series 66
- +13 subjects

Sebastian: San Francisco-Bay Area Series 7 tutor
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 66
- CAIA
- Public Speaking
- +14 subjects

Ross: San Francisco-Bay Area Series 7 tutor
...development which caused a love for finance. I have studied for the SIE and passed it and helped other people pass 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...
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
- High School World History
- Languages
- +22 subjects

Nicholas: San Francisco-Bay Area Series 7 tutor
...Chapman University, a Masters in Teaching degree from Washington State University, and a K-12 Education Administration certification from Whitworth University. I have attained 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...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Elementary School Reading
- Intermediate Accounting
- Other
- +16 subjects

Zechariah: San Francisco-Bay Area Series 7 tutor
...learn and solidify concepts in your own mind. This, at least, has been my experience. I know how hard it can be 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...
Education & Certification
- Oregon State University - Bachelor of Science, Economics
- University of Missouri-Columbia - Master of Arts, Economics
Subject Expertise
- Series 7
- Series 27
- CIMA
- Series 3
- +21 subjects

Scott: San Francisco-Bay Area Series 7 tutor
...to the level and need of individual students, and managing and implementing a system of student support. I also served as the Academic Dean over four schools, Business, Hospitality, Criminal Justice and Culinary Arts at Pittsburgh Technical College. Each school offers several associate level degree programs in addition to a baccalaureate degree in business. My professional responsibilities were similar in nature to those performed at Career Training Academy. On a personal and professional level, I...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Industrial and Organizational Psychology
- University of Pittsburgh-Pittsburgh Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Basic Computer Literacy
- Business
- College Accounting
- +12 subjects

Warren: San Francisco-Bay Area Series 7 tutor
I have enjoyed and prospered for 40 years in the security industry. If I can help another person have the same success then I have truly accomplished something. I attended the University of Illinois but my life education is from experience running brokerage and registered investment advisory firms. My approach to training starts with an understanding of the individual's needs from there we can structure an approach around the unique needs of each individual.
Education & Certification
- College of Financial Planning - Associate in Arts, Financial Planning
Subject Expertise
- Series 7
- Series 44 - NYSE Arca Options Market Maker Exam
- ISEE- Upper Level
- Series 3
- +21 subjects

David: San Francisco-Bay Area Series 7 tutor
...their studies. I am good for this job because I have patience, I know different ways to explain concepts, and I know the subjects that I am trying to explain. I have been a tutor in the past and achieved good results from students. I have experience with math and science subjects since I studied Biology, Engineering and Administration at a University level. Outside of academic work I like to travel, hiking, literature, movies, paint...
Education & Certification
- UW Platteville - Bachelors, Business Administration and Management
Subject Expertise
- Series 7
- College Level American Literature
- College English
- AP Physics 1
- +58 subjects

Pamela: San Francisco-Bay Area Series 7 tutor
...experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly believe...
Education & Certification
- University of Colorado Boulder - Bachelor of Science, International Marketing
Subject Expertise
- Series 7
- ISEE-Lower Level Reading Comprehension
- Phonics
- ISEE-Lower Level Verbal Reasoning
- +61 subjects

Victoria: San Francisco-Bay Area Series 7 tutor
...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 success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 51
- Exam IFM - Investment and Financial Markets
- Economics
- +35 subjects

Garth: San Francisco-Bay Area Series 7 tutor
...6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- CFP
- High School Economics
- CLEP Principles of Macroeconomics
- +26 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 7
- GED Math
- Business
- Math
- +30 subjects

Gregory: San Francisco-Bay Area Series 7 tutor
...studied economics at Wesleyan University and Financial Mathematics at The University of Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use R and SPSS. I enjoy math and science, and I tutor my own...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 7
- Statistics Graduate Level
- Economics
- Series 7 - General Securities Representative Exam (Stockbroker)
- +47 subjects

Brent: San Francisco-Bay Area Series 7 tutor
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...
Education & Certification
- Univ North Texas - Bachelors, Finance
- Southern Methodist University - Masters, Finance/ Strategy /Accounting
Subject Expertise
- Series 7
- World History
- Test Prep
- 8th Grade Writing
- +120 subjects

Hiba: San Francisco-Bay Area Series 7 tutor
I am a creative and analytical professional working as a product manager. I graduated from Princeton University's School of Architecture, where I also served as a four year consultant ant tutor at the McGraw Center for Learning and Teaching where I helped students across a plethora of subject matter and organization management. I've been tutoring middle school and high school students since 2012, with specialities in the college process, ACT prep, and intermediate subjects.
Education & Certification
- Princeton University - Bachelor in Arts, Architecture
Subject Expertise
- Series 7
- High School Political Science
- Algebra
- High School Writing
- +50 subjects

Gary: San Francisco-Bay Area Series 7 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I do not teach from a book; I teach you how to pass the exam. I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge & research are current and relevant. The exams are challenging. You need more than theory; you need to know how to pass.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- College Business
- Writing
- +66 subjects
Private Series 7 Tutoring in San Francisco-Bay Area, CA
Receive personally tailored Series 7 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.
Any U.S. stockbroker pursuing registration as a General Securities Representative will have to pass the Series 7 exam, and Varsity Tutors can connect you with a San Francisco-Bay Area Series 7 tutor who can lead you through a guided review of the concepts that you can see on the test. The Series 7 exam is administered by FINRA, the Financial Industry Regulatory Authority, and will require you to show your knowledge of a broad range of concepts that are fundamental to the sales of securities. You'll have to show your ability to communicate well with customers about their investments and assist them in making educated financial decisions, your understanding of taxation, equity, packaged securities, and investment risk; as well as your grasp of the legal considerations that surround stockbroking, like know-your-customer or corporate insider regulations.
There's a great deal of information to go over as you prepare for the test, which can make putting together a study plan intimidating. Luckily, San Francisco-Bay Area Series 7 tutors are experts on the exam, from the material it covers to how it's formatted, and they can help you discover and shore up any weaknesses that you have so you can go into the test feeling confident in your abilities.
What are the benefits of studying with a San Francisco-Bay Area Series 7 tutor near me?
If you're getting ready to take the Series 7 exam you're more than likely already a knowledgeable, experienced stockbroker, so it's safe to say that there are elements of the test that you feel you're ready to face. Perhaps you're well-versed in the opening of new accounts and the assessment of customer financial profiles and investment objectives, say, and don't feel you need to study the subject further.
On the other hand, considering the breadth of the exam, it's just as probable that there are other aspects of the test that you're less sure about. Maybe you're don't have a fully-developed understanding of the specifics of FINRA's rules and regulations. Unlike many group test prep courses, where you'd have to work at the same pace as your classmates and follow a predetermined curriculum, a San Francisco-Bay Area Series 7 tutor can offer you a totally individualized learning experience that takes your existing body of knowledge into account and targets the areas that you need to study, which can result in a more efficient use of your valuable study time.
San Francisco Series 7 tutors can accommodate your unique learning style, too. Most people find that they learn more effectively through some teaching methods than others. You could prefer visually-oriented techniques, for instance, and find study aids like flashcards, infographics, flowcharts, and so on to be useful when trying to learn and remember information. Or you might be an auditory learner who has an easier time with discussion-based lessons or a hands-on learner who likes to engage with the real-world application of the concepts that you're studying. Whatever the case may be, private instruction allows your mentor to adjust their approach to suit you. The more time you spend working together, the more they can hone their teaching techniques to meet your needs.
What concepts can San Francisco-Bay Area Series 7 tutoring assist me in reviewing?
The Series 7 exam is a multiple-choice test. You'll have 225 minutes to respond to 125 questions, which will cover a range of topics related to the sale and management of securities. You'll have to show an understanding of fundamental financial and stockbroking concepts and terms, like earnings per share (EPS), book value, shareholders' equity, depreciation, depletion, goodwill, and so forth, as well as demonstrate inventory valuation and recording-keeping skills and the ability to analyze financial statements. You'll also face questions of legality, ethics, and regulation, like blue-sky laws, how to deal with the domestic or foreign residency and/or citizenship of customers, customer screening standards, and so on.
You'll also be tested on your communication skills and your knowledge of FINRA rules. San Francisco-Bay Area Series 7 tutors can help you review all the topics outlined here, as well as many more, and can also give you insight into how you can best approach your exam. When facing a four-hour-long test, your ability to maintain your focus and manage your time can play an important factor in your success. You can also learn techniques to take advantage of the multiple-choice format; as the Series 7 exam doesn't mark you down for answering questions incorrectly, making an educated guess on difficult questions can save you time and help you maintain your pace, particularly if you've learned how to quickly rule out the wrong answers to narrow your choices.
How can I meet with a San Francisco-Bay Area Series 7 tutor near me?
San Francisco Series 7 tutoring is delivered entirely online. You'll meet your instructor face-to-face over video chat, through our Live Learning Platform. This adds extra convenience to your study sessions, as you can work with your mentor from any location where you have access to the internet and a computer or mobile device. You can study wherever you feel most ready to learn, whether that's your own home, a nearby coffee shop, or a library like the Sunset Branch Library or Potrero Library.
The Live Learning Platform includes a variety of integrated learning tools that you can use to facilitate your tutoring sessions, too, like built-in practice problems, a virtual whiteboard, a shared document editor that you can use to look over financial and legal regulations with your instructor, and an automatic lesson recorder that allows you to revisit past meetings if you need to remind yourself about a topic you've already covered. Scheduling is flexible, so you can get the Series 7 guidance you're looking for even if you have a busy lifestyle. We'll talk to you about your availability and can find a San Francisco-Bay Area Series 7 tutor who meets your requirements.
Reach out to Varsity Tutors for expert San Francisco-Bay Area Series 7 tutoring. We can match you with a highly-qualified instructor who has the stockbroking knowledge necessary to help you strive for success on the exam and pedagogical skills that can make learning easy and effective. We can locate an instructor who's right for you in as little as 24 hours, so give us a call today and get started pursuing your goal of becoming a General Securities Representative.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.