Varsity Tutors can help you enroll in a Portland Series 7 exam course and get you one step closer towards working in the securities industry. Before you can work as a stockbroker in the U.S., you'll need to pass the Series 7 exam, which is also called the General Securities Representative Exam. The course covers a comprehensive review of topics you've already learned at Portland State University, Concordia University - Oregon, or another school in the region. Enrolling in a Portland Series 7 exam class can help give you a deeper understanding of the materials covered and give you the boost you need to feel more prepared.
What are some of the topics covered in Portland Series 7 exam course?
The Series 7 exam is a regulatory licensing exam that is administered by the Financial Industry Regulatory Authority (FINRA) to assess the competency of those who want to trade securities. The exam can be broken down into four primary categories: seeking business for the broker-dealer, opening accounts after evaluating client adjectives, making suitable recommendations and maintaining appropriate records, and confirming transactions. Passing the exam is required to ensure you have the skills necessary to perform your job as a general securities representative.
The Portland Series 7 exam course covers topics you'll be expected to know in order to pass. The exam itself consists of 125 questions in multiple-choice format. There are actually 10 additional experimental questions, but these won't count towards your score and you won't know which ones they are. You'll have just 3 hours and 45 minutes to take the exam and you'll need to score at least 72 percent to pass. Test scores are placed on an equating grading scale to ensure that all candidates are measured against the same criterion. Your Portland Series 7 exam class instructor can provide additional details on how the exam is structured and even give you handy tips so you're better prepared on the actual day.
What are the advantages of enrolling in a Portland Series 7 exam prep course?
Studying for the Series 7 exam with the guidance provided in a classroom setting offers a number of advantages over studying on your own. The exam is by no means easy, so enrolling in a prep course can help fill in any knowledge gaps you have and help you establish strong study habits. Your class instructor is there to deepen your understanding of the various topics covered in the exam from investment recommendations to customer disclosures and more.
Enrolling in a Series 7 exam course provides a learning environment that is conducive to your goal of earning a passing score. You'll be able to engage in thoughtful discussions with your instructor. During any group activities, you can collaborate with your classmates, which provides a more shared learning experience. If you have a specific question or if something is unclear, you can get answers from your instructor right away.
If you're worried about fitting a class into your schedule, you'll be glad to know that all Series 7 exam classes are conducted online. There's no need to spend time commuting to a physical location. All you need to do is sign into a virtual classroom and you'll be able to attend the classes as long as you have a stable internet connection. Just like in a real classroom setting, you can see, hear, and interact with your instructor and classmates using the video chat functionality and an online whiteboard. If you find yourself confused about trade executions or any other topic in the exam, you can still get answers to your questions. You can request to meet with your instructor one-on-one outside of class if you need additional help or prefer private instruction.
How can I enroll in a Portland Series 7 exam course?
If you're serious about working as a stockbroker in the U.S., you'll be required to take and pass the Series 7 exam to ensure you have the skills necessary to work in the industry. If you don't earn a passing score, you'll need to retake the test and pay the fee again. Enrolling in a Series 7 exam course can help prepare you for the exam and give you a better idea of what to expect. You can attend a course during the day, in the evening, or on the weekends. Our educational consultants are here to answer any of your questions. Reach out to Varsity Tutors to sign up for a Series 7 exam class that fits into your schedule.
Christopher: Portland Series 7 course instructor
...higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can confidently grasp the intricacies of financial planning and investing. My professional background in financial advising and previous experience...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- Series 7
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
John: Portland Series 7 course instructor
...understanding of the subject matter. As a tutor, my goal is to empower my students to excel academically and professionally. Whether it's demystifying financial principles, preparing for professional certifications, or guiding aspiring professionals towards their career goals, I am committed to providing personalized guidance and support every step of the way. Through a dynamic and interactive teaching approach, I strive to cultivate a stimulating learning environment where curiosity is nurtured, critical thinking is encouraged, and...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- Series 7
- NCLEX-Practical Nurse
- NCE - National Counselor Exam
- PE - Principles and Practice of Engineering - Electrical and Computer - Power
- +620 subjects
Eric: Portland Series 7 course instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 7
- Series 86
- Series 22
- Series 66
- +16 subjects
Edward: Portland Series 7 course instructor
...the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Series 63
- SIE
- +27 subjects
Smriti: Portland Series 7 course instructor
...MBA from Yale. I have tutored students for 3+ years in various subjects including math, statistics, probability, and test prep. I also offer career development counseling - specifically Resume Reviews for people looking to apply to universities or looking to enter the job market. I'm passionate about tutoring because it helped me constantly throughout my schooling and also really helped boost my confidence. My goal with any student is to always make sure they're thorough...
Education & Certification
- University of Madras - Bachelor of Science, Graphic Design
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- PRAXIS
- Algebra 2
- Microsoft Office
- +46 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Microsoft Excel
- Test Prep
- +66 subjects
Brent: Portland Series 7 course instructor
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 students understand why we are learning something and relate it to a real- world example so that it cements it into memory!
Education & Certification
- Univ North Texas - Bachelors, Finance
- Southern Methodist University - Masters, Finance/ Strategy /Accounting
Subject Expertise
- Series 7
- 2nd Grade Writing
- 4th Grade Math
- AP US History
- +120 subjects
Danny: Portland Series 7 course instructor
...have my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 63
- Insurance License
- Series 65
- +11 subjects
Eric: Portland Series 7 course instructor
...but what's important is developing the ability to admit when you don't know and seek help. Working one-on-one, whether with a teacher or mentor, has helped me turn a corner in multiple subjects over the course of my academic career. Learning how to deal with adversity can certainly be applied in all areas of life. Finally, I've realized that education is a lot more fun when you share the experience with others. With that said,...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- High School Accounting
- Trigonometry
- +29 subjects
Subject Expertise
- Series 7
- Series 65
- Series 66
- Series 63
- +24 subjects
John: Portland Series 7 course instructor
...Science and Economics from Yale and an MBA from NYU. I have my Series 7 and 57 and work as a proprietary trader on Wall Street. I'm passionate about financial markets, technology and economics. My philosophy towards education is one of efficiency. I believe that time management is the key to accomplishing your academic and professional goals. I'm here to help you not only learn but absorb the material into your skill set.
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 3
- +38 subjects
Sean: Portland Series 7 course instructor
...from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor on these subject matters. Outside of my professional life I enjoy golfing as much as possible in my free time. You can also catch me watching Football every chance I get...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Insurance License
- Series 6
- Series 66
- +2 subjects
Peter: Portland Series 7 course instructor
...had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One was regional office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 7
- Series 6
- Series 26
- IBEW - International Brotherhood of Electrical Workers
- +42 subjects
Robin: Portland Series 7 course instructor
...to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of academia, I am deeply involved in relationship management and business development, which keeps me connected to the practical applications of the subjects I teach. I have...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +23 subjects
Valentina: Portland Series 7 course instructor
...course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in public schools. My...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +4 subjects
Stephen: Portland Series 7 course instructor
...passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with students of all ages....
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 7
- Real Estate License
- SIE
- Insurance License
- +22 subjects
David: Portland Series 7 course instructor
...that will help them to advance in 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...
Education & Certification
- UW Platteville - Bachelors, Business Administration and Management
Subject Expertise
- Series 7
- High School Biology
- AP Biology
- College Level American Literature
- +58 subjects
Jennifer: Portland Series 7 course instructor
...including Professional Certifications, Insurance License, NMLS, SIE, and Series 6. I am a graduate of Eastern Illinois University. I received my Master of Science Degree and Bachelor of Arts Degree in Family and Consumer Science with a Minor in Business Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life & Health Agent...
Education & Certification
- Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
- Eastern Illinois University - Master of Science, Family and Consumer Sciences
Subject Expertise
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- NMLS - Nationwide Mortgage Licensing System
- +10 subjects
Matthew: Portland Series 7 course instructor
...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 relate with and...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 24
- Series 3
- Real Estate License
- +14 subjects
Nicholas: Portland Series 7 course instructor
...helping others. I tutor primarily in the areas of reading, math, and writing. My favorite areas are math and writing. Both are subjects I struggled with during my K-12 education and it was through my college and teaching experience that I developed a strong understanding of math and writing. Many students struggle in these areas, as I did, so it's my passion to use what I have learned to help others. I love sport activities...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Series 66
- Math
- Professional Certifications
- +16 subjects