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Michael W.

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Series 7 Tutoring and Tutoring for Series 6, 63, 65 and 66

Pennington, NJ 08534

Male

Member since:10/2011

Rates from $40 to $105

I can perfom tutoring:

  • On-line
  • Group

Will travel up to 5 miles

Additional Policies:

Tutor for 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). Will travel to an office but for an extra fee. - 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 have passed the Series 6, 7, 63 and 65 exams with scores as high as 94%. I also 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

All Series 7 Tutor meetings are comprised of me going through a presentation and also working on practice questions. I have written about 1000 questions for the series 6, 7, 63, 65 and 66 exams. Some students only want me to go through a presentation and do not want to do any practice questions. Other students only want to do practice questions and do not want me to go through a presentation. I will proceed in a way that accommodates each student's unique interests. I also distribute some of these materials to students.

My Hobbies

Series 7 Tutor

Other Comments

Series 7 Tutoring is conducted online or in-person, via video or by phone. Approximately 80% of the tutoring is conducted online. If a student has a two hour session dedicated to suitability, I often provide that person with 150 suitability questions after the meeting.

Credentials

Type Level Year Title Issued By
Other CFA charterholder 2002 CFA charterholder CFA Institute
Degree Masters 1998 MBA - Finance & Investments The Zicklin School of Business a...
Degree Bachelors 1991 BA - Finance & Economics The City University of New York
Other Exam 1997 Series 7 - Registered Rep FINRA
Other Exam 1997 Series 65 NASAA
Other Exam 2009 Series 6 FINRA
Other Exam 1997 Series 63 NASAA

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.
Test Preparation This is one of my top subjects! Proficiency: Expert
Series 7 Tutoring - Tutoring for Series 6, 7, 63, 65 and 66 Exams

All Subjects I Tutor

  • Finance
  • SERIES 7
  • Test Preparation