Michael W.

• pennington, NJ 08534 ( 18.9 mi )
• Expert SERIES 7 Tutor

• Male
• Member since: 10/2011
• Will travel up to 5 miles
• Rates from $40 to $175 /hr
• On-line
• Also Tutors: Test Preparation

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SERIES 7 is one of my top subjects! 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.

I am a full time tutor focused on licensing exams such as the SIE Exam, 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 Uni ... read more

Robert D.

• Staten Island, NY 10312 ( 28.9 mi )
• SERIES 7 Tutor

• Male
• Member Since: 04/2024
• Will travel up to 5 miles
• Tutoring Rate: $50.00 /hr
• On-line

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Read More About Robert D...

SMBC New York May 2021 – Present Sr. KYC Analyst/ KYC Compliance/Corporate & Investment Banking • Review all documents for KYC CDD and EDD recertifications/periodic reviews. • Review CDD Forms and UBO and CP ID documents • Disposition all negative news alerts and PEP alerts. • Conduct risk assessment and AML advisory on clients based on type of business and negative information. • Review and source/research all KYC/CIP documentation • Document review of IMA’s, corporate formation documents, Form BD and Form ADV • Knowledge of WorldCheck, LexisNexis, Dow Jones Risk Center, D&B Hoovers Intessa San Paolo Bank Jan 2018 – May 2021 Consultant/Due Diligence Officer/KYC Operations/Corporate & Investment Banking • Review all documents for KYC SDD, RDD and EDD recertifications. • Conduct risk assessment and AML advisory on clients based on type of business and negative informatio ... read more

michael s.

• Marlboro, NJ 07746 ( 15.8 mi )
• SERIES 7 Tutor

• Male
• Member Since: 09/2018
• Will travel up to 30 miles
• Rates from $60.00 to $80.00 /hr
• In-Home In-Group

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A Little Bit About Me...

I am open to mentor & teach high school & college level business courses, Securities licenses(series 7). Also open to teach trading to those that would like to learn
Wall Street Trader with MBA in Finance and Securities licenses and 25 years of experience. I can help you pass SERIES 7, PREPARATION & ASSISTANCE WITH HIGH SCHOOL & COLLEGE LEVEL BUSINESS/FINANCE COURSES. TUTORING CAN BE DONE ON LINE OR IN PERSON. NO PROMISES TO PASSING THE TEST TOMORROW. JUST HARD WORK AND DEDICATION, STRATEGY & CONCENTRATION - SUCCESS WILL FOLLOW. RATES NEGOTIABLE.

Elyse B.

• Manalapan, NJ 07726 ( 13.1 mi )
• SERIES 7 Tutor

• Female
• Member Since: 05/2008
• Will travel up to 20 miles
• Rates from $50.00 to $53.00 /hr
• I am a Certified Teacher
• Also Tutors: GMAT, GED, Entrance Exams, ACT

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A Little Bit About Me...

As a Dean's list student both on the undergraduate as well as the graduate level, I have achieved excellence in education as a teacher, Vice Principal and Professor. Formerly, I completely set up from scratch a four year vocational program in the areas of Marketing/Technology encompassing the ordering of supplies/equipment, writing curriculum published by the State of NJ, setting up a school store and membership in the Distributive Education Clubs of America. I served as a Vice Principal, Principal of an afternoon vocational program and Principal of Summer School. Currently I am a Professor at Middlesex and Brookdale Community Colleges in the areas of Microsoft, Business and Technology. Lastly, I am a Technology Consultant at the St. James School in Woodbridge and tutor proficiently in grades 4 through college level in all aspects of business, math, science, SAT prep and GRE prep. In ... read more

Patrick F.

• Point Pleasant, NJ 08742 ( 20 mi )
• SERIES 7 Tutor

• Male
• Member Since: 05/2010
• Will travel up to 50 miles
• Rates from $47.00 to $56.00 /hr

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Read More About Patrick F...

Over twenty years experience in business and financial services. Served and Corporate Trainer and Training Consultant in numerous environments, training Accountants and other professionals in the areas of Professional Development and Licensing and Certification. Have also served as Adjunct Instructor at Fairleigh Dickinson University Petrocelli College of Professional Studies teaching Certified Financial Planning coursework in the areas of Taxationand Financial Planning. Have also taught computer applications as part of my duties.
I evaluate the student's degree of familiarity with the subject to see what areas need the most attention. I affirm the student's strengths and reinforce their ability to grasp the subject, using a conversational style with interim "checking" questions to secure agreement that the material covered thus far is understandable. I make the learning int ... read more

Allen C.

• Philadelphia, PA 19111 ( 27.4 mi )
• SERIES 7 Tutor

• Male
• Member Since: 03/2010
• Will travel up to 25 miles
• Rates from $44.00 to $50.00 /hr

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A Little Bit About Me...

I enjoy teaching and helping others achieve goals they thought were beyond their grasp. I believe that most people can learn to do many things, if they are willing to work towards that goal. I feel many people struggle to learn things because they are not presented to them in a manner or style that is not conducive to their style of learning. I make it a priority to ensure that my students not only know what to do, but how and why to do it. I believe this approach is more beneficial to the students as it increases their desire to learn.
I earned a B.S. from Carnegie Mellon University with a double major in Industrial Management and Economics.After graduating college in 1992, I began my career in financial services. I held several securities licenses, all of which I attained through self study. As my career advanced, I was frequently asked by my managers to train newer employees in ... read more

Alexis N.

• Rahway, NJ 07065 ( 30.4 mi )
• SERIES 7 Tutor

• Male
• Member Since: 11/2010
• Will travel up to 15 miles
• Rates from $51.00 to $57.00 /hr
• Also Tutors: Entrance Exams, ASVAB, ACT

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Read More About Alexis N...

I am a recent Bachelor of Arts graduate with a double major in Philosophy and Political Science from Fairleigh Dickinson University in Florham Park, NJ. During the latter part of my college experience, I began teaching in K-12 classrooms. Quickly and suddenly, I realized that I was going to make teaching a career, both because of the personal satisfaction it gave me and because of my effect on the students. Since then, I have been assiduously exploring avenues to increase my classroom experience and competency.
My personal teaching philosophy is that there is no teaching without learning. Most classroom studies are at least partly removed from their intended application, for reasons of assuring comprehensive competency and because of the educational structure, i.e. attending school comes in advance of and separately from applying one’s knowledge. However, learning a language,fo ... read more