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Michael W.

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Series 7 Tutor - Series 65 Tutor - Series 6 Tutor

Pennington, NJ 08534

Male ( Age 52 )

Member since:10/2011

Rates from $40 to $105

I can perfom tutoring:

  • On-line
  • Group

Will travel up to 5 miles

Additional Policies:

Series 7, 6, 63, 65 and 66 Exams (Video/Phone - $75 per hour) - (In-Person -$105 per hour) Rates for NYC, Los Angeles, Chicago and Denver are higher. College Finance ($40 per hour for video-phone and 60 per hour in person) - Cancellation/rescheduling must be within 24 hours - Materials not included in rate

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About Me

Experience Summary

I am a full time tutor focused on licensing exams such as the Series 7 as well as other exams such as the Series 6, 65, 66, and 63. The tutoring is conducted online with screen sharing or in-person.About 80% of my meetings are online. These meetings include reviewing topics and may be supplemented with practice questions. I write practice questions, many of them focused on suitability. Prior to tutoring for licensing exams, I worked in finance for 20 years with the majority of this time focused on mutual fund investment analysis and portfolio management. I passed the Series 7 with a score of 94% and I completed the CFA program in 2002 after passing levels 1, 2 and 3 consecutively. In addition, I hold an M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York - Baccalaureate Program. For additional information, you can use the following link: http://www.series7examtutor.com

Teaching Style

Flexible and hard working. My goal is to help students pass exams.

My Hobbies

Exercise, guitar, value investing and Shark Tank.

Other Comments

Series 7 Tutoring is conducted online or in-person, via video or by phone. Approximately 80% of the tutoring is conducted online

Credentials

Type Level Year Title Issued By
Other CFA charterholder 2002 CFA charterholder CFA Institute

Subject Commentary

Finance This is one of my top subjects! Proficiency: Expert
I worked in finance for 20 years with the majority of this time focused on mutual fund investment analysis and portfolio management. I completed the CFA program in 2002 after passing levels 1, 2 and 3 consecutively. I also passed the Series 7 Exam with a score of 94%. In addition, I hold an M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York - Baccalaureate Program.
SERIES 7 This is one of my top subjects! Proficiency: Expert
Series 7 Tutoring (and tutoring for other exams such as the series 6, 7, 63 and 65) is conducted online with screen sharing or in-person. I passed the Series 7 Exam on my first attempt with a score of 94%. I have also passed the Series 65, Series 6 and Series 63 Exams: all with relatively high scores.

All Subjects I Tutor

  • Finance
  • SERIES 7