Varsity Tutors is here to support aspiring U.S. stockbrokers with enrollment in an online Richmond Series 7 exam course. The Series 7 exam is also known as the General Securities Representative Examination. Much of the exam assesses your knowledge of investment risks, equity, taxation, and interactions with clients. These are concepts you will have learned in your finance courses if you attended a college or university such as the University of Richmond or Virginia Union University.
In order to take the Series 7 exam, you must have already taken and passed its prerequisite, the Securities Industry Essentials (SIE) exam. The Series 7 evaluates whether or not you are prepared to perform the entry-level tasks required to properly perform your job as a general securities representative. You'll need to receive a score of 72 percent or above in order to obtain a trading license. Taking a Richmond Series 7 exam course can help you with your review process and help you to put your best foot forward. To learn more about the benefits of an online course, continue reading.
What topics or skills can be covered in a Richmond Series 7 exam course?
The Series 7 exam takes about four hours to complete and consists of 125 multiple-choice questions. It assesses you on four basic skill sets: (1) Seeks Business for the Broker-Dealer from Customers and Potential Customers, (2) Opens Accounts After Obtaining and Evaluating Customers' Financial Profile and Investment Objectives, (3) Provides Customers with Information About Investments, Makes Suitable Recommendations, Transfers Assets and Maintains Appropriate Records, and (4) Obtains and Verifies Customers' Purchase and Sales Instructions and Agreements; Processes, Completes and Confirms Transactions. The majority of the exam contains questions from the third section. You can also go over concepts such as 529 plans, retirement plans, customer disclosures, margin issues, and Options Disclosure Documents (ODDs). Your class can also cover mutual funds, ETFs, rights of common stockholders, and arbitrage.
An online Richmond Series 7 exam class can review all these concepts to help you prepare sufficiently to do your best on the exam.
What are the benefits of an online Richmond Series 7 exam course?
Taking an online course completely eliminates the need to commute to campus for class. You can attend your Series 7 course using a virtual learning platform which allows you to receive exceptional instruction from your local coffee shop, the public library, at your desk during lunch, or sitting at home in your living room. All you need is a computer and access to a stable internet connection.
Another benefit is that the classes are scheduled at different times throughout the day so you can find one to fit into your schedule without having to sacrifice other obligations or activities. We provide classes in either two- or four-week sessions. New sessions begin each month, so you can enroll at any time during the year.
The virtual platform delivers an environment that is similar to a traditional classroom experience. Classes are live and you're able to interact with your teacher is the same way you would in an actual classroom. You can speak to, see, and hear your teacher during class. If you need extra help, you can request a one-on-one meeting with your instructor to ask questions and get feedback about how to improve.
You are also able to interact with your classmates. This opens up the possibility of engaging in group projects and having relevant discussions about the content you're reviewing. This type of collaborative social learning can help with knowledge retention and make your classes more enjoyable.
A class is an excellent resource for anyone wanting assistance in reviewing a variety of Series 7 topics and skills, and it has the added bonus of being convenient to fit into your already busy schedule.
What do I need to do to get enrolled in an interactive, online Richmond Series 7 exam class?
When you're ready to get started in a Richmond Series 7 exam class, all you need to do is contact Varsity Tutors either online or over the phone. You'll be connected to an educational consultant who will answer your questions and walk you through the enrollment process. You'll get to choose between the two-week or four-week sessions. With all the work and time you've put in so far, it makes sense to take advantage of the resources offered at Varsity Tutors so you can walk into your exam feeling confident. Contact Varsity Tutors today to get started with exceptional Richmond Series 7 exam prep course opportunities!
Monica: Richmond Series 7 course instructor
...SIE, Series 7, and Series 66. My approach centers on translating complex concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial services industry (over 20 years) enhances my ability to connect with students. I am dedicated to...
Education & Certification
- Strayer College - Master's/Graduate, Business
Subject Expertise
- Series 7
- Series 9
- Series 99
- Series 63
- +18 subjects
Samuel: Richmond Series 7 course instructor
Recent college grad from a top 20 university with a degree in Economics and experience tutoring elementary through college. Looking to help others achieve their goals and succeed academically
Education & Certification
- Rice University - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- GMAT Quantitative Reasoning
- GMAT
- SAT Subject Test in Chemistry
- +39 subjects
Edward: Richmond Series 7 course 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 9
- Series 27
- Series 6
- +27 subjects
Eduardo: Richmond Series 7 course instructor
...of tutoring experience, both in-person and online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity. I am passionate about helping students achieve their academic goals and develop a love for learning, drawing on my interests in history,...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 7
- Series 14A - NYSE DMM Compliance Official Examination
- SIE
- TEFL - Teaching English as a Foreign Language
- +94 subjects
Ben: Richmond Series 7 course instructor
...via analogy -- I relate what you DO know to what you are TRYING to learn. I've also developed instructional aides to clearly demonstrate principles being taught. No one knows it all and we all need help. If you're looking for an edge in any of the areas of my expertise, invest in your future and let me help you get there faster and stronger. ------------------- My life mission has been analyzing the past in...
Education & Certification
- The University of Alabama - Bachelor of Science, Finance
- University of North Carolina at Wilmington - Master in Management, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Series 24
- IB Business & Management
- +43 subjects
Zachary: Richmond Series 7 course instructor
Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 7
- CFA
- Series 66
- SIE
- +35 subjects
Scot: Richmond Series 7 course instructor
...In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license or your...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 9
- Series 65
- Series 57
- +12 subjects
Eric: Richmond 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 63
- Series 72
- Series 22
- +16 subjects
Peter: Richmond Series 7 course instructor
...a tutor. You are entering a world where it is a "win win," meaning you help others with their finances and make money doing so. These licenses are so valuable, that you have the potential to make as much money, if not more money than doctors and lawyers. You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My...
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 87
- Series 57
- Series 53
- +42 subjects
Robin: Richmond Series 7 course instructor
Senior Associate in Equity Research | UCLA Economics/Finance Alumni To me, Finance is the intersection between art and science.
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 7
- SIE
- Series 87
- Series 63
- +10 subjects
Brent: Richmond 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
- College Economics
- Elementary School
- World Civilization
- +120 subjects
Melissa: Richmond Series 7 course instructor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- SIE
- Series 63
- Series 66
- +1 subjects
edward: Richmond Series 7 course instructor
I am a person with an easy-going personality style with complete empathy for your situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker of Record.
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 79
- Series 27
- Real Estate License
- +7 subjects
James: Richmond Series 7 course instructor
...guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a professional trombone player -- playing...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- Series 7
- Series 86
- Series 53
- Series 79
- +27 subjects
Robin: Richmond Series 7 course instructor
...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 an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor...
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
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +23 subjects
Ernesto: Richmond Series 7 course instructor
I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 7
- Series 66
- NASAA - North American Securities Administration Association
- Series 9
- +22 subjects
Raul: Richmond Series 7 course instructor
...music educator in public schools. With a Doctorate in Music from the University of Nebraska-Lincoln and various teaching certifications across multiple states, I have over 20 years of teaching experience. My passion lies in fostering a supportive learning environment where I can help students achieve their academic and personal goals. I utilize a student-centered approach that emphasizes understanding individual learning styles, ensuring that each student feels valued and empowered. Beyond academics, I am an author...
Education & Certification
- Tarleton State University - Bachelor in Arts, Music Teacher Education
- University of Nevada-Las Vegas - Master of Arts, Music
- Chapman University - Masters in Education, Education
- University of Nebraska-Lincoln - Doctor of Philosophy, Music
- Alfred University - Masters in Business Administration, Business, General
Subject Expertise
- Series 7
- Series 65
- CBEST - The California Basic Educational Skills Test
- SIE
- +24 subjects
David: Richmond Series 7 course instructor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 6
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
Benjamin: Richmond Series 7 course instructor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 52
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
John: Richmond Series 7 course 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 9
- +38 subjects