
Nico: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
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

John: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
I'm John. I have a proven track record of raising students' SAT scores quickly and counseling towards their best fit school. I hope you'll consider me!
Education & Certification
Harvard College - Current Undergrad Student, Philosophy

Brent: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
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

Andrew: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...Finance Concentration. I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding a student's goals and helping...
Education & Certification
UNC Chapel Hill - Bachelors, Economics & Psychology
Georgetown University - Masters, Finance

Donald: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation I commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted...
Education & Certification
United States Naval Academy - Bachelor of Science, History
Louisiana State University-Shreveport - Masters in Business Administration, Finance

Zechariah: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...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 am...
Education & Certification
Oregon State University - Bachelor of Science, Economics
University of Missouri-Columbia - Master of Arts, Economics

Nhan: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works...
Education & Certification
Ohio State University-Main Campus - Bachelor of Science, Applied Physics
Ohio University-Main Campus - Master of Science, Applied Economics

Krista: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...helping professionals further their careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
Capella University - Masters in Business Administration, Project Management

Claudio: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
Trinity College - Master of Science, Finance

David: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...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 prepared me to assist with instruction on understanding many topics surrounding the functioning of business, economics, and a wide array of other topics.
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

Hiba: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
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

Karen: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...my students is what helps me be the best tutor in their learning process. I don't teach students but rather I involve them in the learning process so that they can be confident when solving the 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...
Education & Certification
Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance

Albert: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism and Bachelor of Engineering in Digital Packaging Engineering, both from Wuhan University, Duke University's Chinese partner and a...
Education & Certification
Wuhan University - Bachelor in Arts, Broadcast Journalism
University of California-Los Angeles - Masters in Business Administration, Finance

Alex: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
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

Kent: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...managed Acheson Consulting since 2003 and performed all financial management functions, including P&L, budgeting, forecasting, all cash management, taxes, and analyses, as well as, reports to management, including the financial statements. He received his MBA in 2006 and his DBA. from the University of Phoenix in 2012. Dr. Acheson has over 20 years experience with team collaboration, team building and leadership. His research interests are in the advances of innovation in a society and the...
Education & Certification
University of Oklahoma Norman Campus - Bachelor in Arts, Economics
University of Phoenix - Masters in Business Administration, Business Administration and Management

Christian: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...I wrote a Thesis surrounding how EU and US sanctions affected wages within the Russian labor market and am currently aiming to publish my research. Since graduation, I have received my Series 7, Series 63, and SIE certificates in order to work as a Financial Professional. Furthermore, I am currently aiming to take the CFA Level I Exam in February 2021. My passion for economics stems from my belief that economics is the basis of...
Education & Certification
University of North Carolina at Chapel Hill - Bachelor in Arts, Economics

Mary: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago,...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance

Scott: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
...all operational, educational and administrative functions of the campus. My professional responsibilities included the following: hiring, evaluating and developing faculty and staff, developing and ensuring the consistent delivery of quality curriculum, managing a retention management processes, developing and administering program budgets, determining faculty and staff training needs, coordinating industry projects with faculty teams, tailoring training and educational material to the level and need of individual students, and managing and implementing a system of student support....
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

Daniel: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
I have been in the financial service industry for over 18 years and I would like to pass on my knowledge and experiences so that others can benefit .
Education & Certification
Saint Peters College - Bachelor of Science, Business Administration and Management

Jeremy: San Francisco-Bay Area Series 7 tutor
Certified Series 7 Tutor in San Francisco, CA
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
Private In-Home and Online 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 in-home and online tutoring that offers flexible scheduling and your choice of locations.
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.
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