If you need help preparing for the Series 7 exam, Varsity Tutors can connect you with a Portland Series 7 exam tutor or set you up with an online course designed to help you do your best on test day. The exam is taken by aspiring U.S. stockbrokers who wish to obtain a license to trade. It doesn't matter if you are attending Portland State University, Concordia University-Oregon, or another school, you have put in a lot of work to get here. The Series 7 will require you to know all of the information you have covered so far, so you will want to be well prepared. It is a great idea to get a thorough review of the basics, especially those topics that you have not visited in a while. Varsity Tutors offers something for every student. You can take an online Portland Series 7 prep course or get help from a private tutor. By seeking outside help, you can pursue your goals effectively.
What are some concepts that will be covered during Portland Series 7 prep?
During Portland Series 7 prep, you can get a comprehensive review of all of the material that you will face on exam day. Some of the topics that you will learn about include mutual funds, regulation, margin issues, and more. In addition to the content, you can learn all about the format and timing of the exam which can only help you become more prepared to face the exam.
The Series 7 has a time limit of 225 minutes in which you will need to answer 125 multiple-choice questions about various topics. To pass the exam, you must get higher than 72%. It measures the competency of entry-level registered representatives to perform their job as a securities representative. There are nine questions about seeking business for the broker-dealer from customers and potential customers. Eleven questions are about opening accounts and evaluating financial profiles. There are ninety-one questions regarding providing customers with information about investments, making suitable recommendations, transferring assets, and maintaining records. Finally, fourteen questions address obtaining and verifying purchases by customers and sales instructions and agreements, etc. Since the exam has so many questions that may be lengthy or complex, you will want to know some techniques to answer questions promptly. Your Portland Series 7 instructor can teach you these strategies.
What are some advantages of the different types of Series 7 prep?
The two types of prep offered include online, group courses, or private instruction. Varsity Tutors would be happy to help you get set up with either. Most of the time, students will find one appeal to them over another, but you can also choose to engage in both methods for maximum preparation. Each option has many benefits, and right now we will explore some of those benefits for each type of Portland Series 7 prep.
Working with a Portland Series 7 tutor can be of great benefit for those who enjoy the one-on-one attention they provide. Working with a private mentor can provide you with custom learning. Your private mentor can get to know your strengths and weaknesses and create custom lesson plans that play up your strengths while addressing any weak areas. Additionally, private instruction takes place in a distraction-free environment that you get to choose. You don't have to worry about being distracted by your peers speaking, phones going off, etc. You can also learn other skills from your instructor that include time management and study skills that you can use now and in the future.
On the other hand, if you prefer a group setting or one that is closer to that of a traditional classroom, perhaps you will want to enroll in a Portland Series 7 prep class. You will attend your class by logging onto the Live Learning Platform and using the whiteboard and video chat features. Your classes will be held in a digital classroom where you can interact with your peers and instructor as if they were sitting next to you. However, if you feel that you are still struggling with a concept after class, you can schedule some one-on-one time with your instructor for clarification.
How can I get started in Portland Series 7 preparation?
Whether you decide to take an online class or attend private tutoring, you will learn from a qualified instructor. With the flexibility to schedule sessions and attend classes at multiple different times, even the busiest person can make use of these great resources. Portland Series 7 prep can help you, so reach out to Varsity Tutors today!
Christopher: Portland Series 7 test prep instructor
...in Business Administration from the University of Hartford and a Bachelor's in Accounting from the University of Connecticut. With three years of experience in the financial industry and previous experience in accounting and 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...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- Series 7
- CFP
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
John: Portland Series 7 test prep instructor
...from Cornell University's Johnson Graduate School of Management, coupled with a prestigious Chartered Financial Analyst (CFA) designation, Certified Public Accountant of Kenya (CPA), Certified Information Systems Auditor (CISA), and New York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the intricacies of finance and business management. However, it's my passion for...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- Series 7
- FE- Fundamentals of Engineering - Mechanical Engineering
- FE - Fundamentals of Engineering - Civil Engineering
- BONENT - Board of Nephrology Examiners, Nursing & Technology
- +620 subjects
Eric: Portland Series 7 test prep 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 72
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- +16 subjects
Edward: Portland Series 7 test prep instructor
...plus year veteran of 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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Series 26
- Series 63
- +27 subjects
Smriti: Portland Series 7 test prep instructor
...normal paced and 'crash course paced' prep for standardized tests (GMAT/GRE/SAT/ACT). I scored a 750 myself on the GMAT, graduated magna cum laude with a BSc. in Visual Communication and recently received my 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...
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
- Accounting
- GRE
- +46 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- SAT Math
- Calculus 3
- +66 subjects
Brent: Portland Series 7 test prep 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
- Finance
- 2nd Grade Writing
- Middle School Science
- +120 subjects
Danny: Portland Series 7 test prep instructor
...attended Pace University and received my Bachelor of Business Administration in Marketing, and then began my journey from the battlefield to the corporate office. I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Eric: Portland Series 7 test prep instructor
...a suburb about 25 miles southwest of Chicago. Fortunately, Naperville has a strong school system that I was a part of from elementary to high school. I graduated from Naperville North High School in 2012, and graduated from the University of Illinois at Urbana-Champaign with a finance degree in 2016. Education has played a central role in my life, from early youth until today. The first lesson learned was how to be disciplined. I learned...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Geometry
- Business
- +29 subjects
Subject Expertise
- Series 7
- Series 66
- SIE
- Series 63
- +24 subjects
John: Portland Series 7 test prep instructor
...a BS in Computer 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...
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 72
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +38 subjects
Sean: Portland Series 7 test prep instructor
...taking the next step in your career in the financial services industry. I have obtained my Life and Health, SIE, Series 7, and Series 66 licenses and am eager to share my tips and tricks to passing these exams with flying colors. When teaching I prefer to apply real world application of topics in order to gain a deeper understanding and truly gain knowledge around different subjects. My ultimate goal is to get my students...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- SIE
- Series 6
- Insurance License
- +2 subjects
Peter: Portland Series 7 test prep instructor
...career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass the SIE and the other FINRA exams thereafter. Please understand that these tests are NOT EASY. You must be committed to PASSING the test. Your commitment to passing ensures my commitment to you. Otherwise, I probably am not the right tutor for you. My GOAL is for you to PASS.
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 7
- IBEW - International Brotherhood of Electrical Workers
- SIE
- Series 10
- +42 subjects
Robin: Portland Series 7 test prep instructor
...empowering them to reach their full potential, both academically and professionally. Throughout my career, I have been dedicated to mentoring individuals, guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I hold...
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 66
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +23 subjects
Valentina: Portland Series 7 test prep instructor
...the preparation for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of 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...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 7
- Series 63
- Series 66
- Series 65
- +4 subjects
Stephen: Portland Series 7 test prep instructor
...College, I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my 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...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 7
- SIE
- CFP
- Real Estate License
- +23 subjects
David: Portland Series 7 test prep instructor
...students to achieve their goals, and to have better understanding of topics 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,...
Education & Certification
- UW Platteville - Bachelors, Business Administration and Management
Subject Expertise
- Series 7
- Finance
- Statistics
- Financial Accounting
- +58 subjects
Jennifer: Portland Series 7 test prep instructor
...investing in yourself! My love of learning and sharing my wisdom shines through my positive energy-my students give me the greatest gratification when they are overcoming learning roadblocks-I tutor a broad range of subjects 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....
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
- NMLS - Nationwide Mortgage Licensing System
- Series 6
- Insurance License
- +10 subjects
Matthew: Portland Series 7 test prep instructor
...world and so many opportunities, which is one of the many reasons why I love it! After getting my degree in Finance from East Carolina University, I spent a couple years working in Finance and later moved on to start my own real estate company. Business is more than just a subject matter to me, it became a part of my lifestyle! Everywhere I go I look at different businesses and try to understand what...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 63
- Real Estate License
- Series 66
- +14 subjects
Nicholas: Portland Series 7 test prep instructor
...background and experience enable me to provide a unique approach that meets each individual need. I have a BA in Social Science from 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...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Series 66
- Professional Certifications
- Elementary School
- +16 subjects