If you are looking for a Charlotte Series 7 exam course to help you prepare for an upcoming exam date, Varsity Tutors can assist you in this endeavor. Perhaps you are a student at a local college such as Queens University of Charlotte and have already completed coursework that covered the content you will face on this exam. An online prep course can help you review the material you learned in these classes and provide you with resources to assist you during your test prep process. The Series 7 Exam is a complex and thorough test, and for those who are taking it, enrolling in an exam prep course can help them feel better prepared and more confident about the material on test day.
What Are Some of the Topics a Charlotte Series 7 Exam Class Can Cover?
The Series 7 exam is taken by people who wish to be stockbrokers in the United States. You must already have completed the Security Industry Essentials exam before you take the Series 7. It is a necessary requirement to gain the appropriate licensure - without this, you are not legally allowed to participate in this kind of work. The exam is structured in a multiple-choice format and consists of 125 questions, which are to be completed within three hours and forty-five minutes. A test taker must receive a score of 72 percent or higher in order to pass the exam and be granted their certification.
This test is broken down into approximately four categories. The first section is "Seeks Business for the Broker-Dealer from Customers and Potential Customers," which accounts for 7 percent of the exam. The second section is "Opens Accounts After Obtaining and Evaluating Customers' Financial Profile and Investment Objectives," which accounts for 9 percent of the exam. The third section, "Provides Customers with Information About Investments, Makes Suitable Recommendations, Transfers Assets and Maintains Appropriate Records," is the largest section, and accounts for 73 percent of the test. The final section, "Obtains and Verifies Customers' Purchase and Sales Instructions and Agreements; Processes, Completes and Confirms Transactions," accounts for 11 percent of the exam.
The exam assesses how well you would be able to perform as a general securities representative. It focuses on areas as corporate securities, municipal securities, investment company securities, variable annuities, direct participation programs, options, and government securities. Some of the topics that the Charlotte Series 7 exam class instructor will cover may include such items as various types of regulation, 529 plans, customer disclosures, investment recommendations, and trade executions.
What Are the Benefits of Taking a Charlotte Series 7 Exam Course?
As previously stated, there is a significant amount of material which you will be expected to know when you take the Series 7 exam, which is why enrolling in an online course provided by Varsity Tutors is a wise decision.
Many students find the process of trying to learn all that information on their own to be very overwhelming. Enrolling in a Charlotte Series 7 Exam course may help you to feel more like you are part of a team of people who are all trying to achieve a common goal. If you find that you are struggling with a specific concept, it is very easy to ask your instructor for assistance through our Live Learning Platform. You can also request one-on-one time with your course instructor if you're looking for even more reinforcement on a particular topic.
Another benefit of enrolling in a course is that you are able to integrate it into your schedule fairly easily, based on your own availability throughout the day. These courses are offered during the morning, afternoon, and at night, so whether you are a busy working professional or a student who only has an hour or two to spare each day, you should still be able to enroll in the course. New courses begin enrollment each month, which makes it easy for you to start at a time that works for you.
An additional benefit is that you can take these classes from anywhere, including the comfort of your own home or a local café, if you so choose. The only requirements for attending a course are access to a reliable internet connection.
How Can I Sign Up For a Charlotte Series 7 Exam Prep Course?
Signing up for one of these classes is as easy as reaching out to one of the educational consultants at Varsity Tutors, who will be able to answer any questions you may have and get you signed up for the Charlotte Series 7 exam course of your choosing.
Candice: Charlotte Series 7 course instructor
...careers has been shared by both education and social work. The allure of being an educator to me is the prospect of very adventurous days helping teach children from all around how to strengthen themselves academically and with my background being in social work, being able to connect with students from a different and meaningful perspective. I have taught grades 3- 11th professionally on and off for about 5 years, being a private tutor as...
Education & Certification
- North Carolina A & T State University - Bachelor of Science, Social Work
- Winthrop University - Master of Social Work, Social Work
Subject Expertise
- Series 7
- Series 63
- Elementary School Reading
- Middle School Reading
- +17 subjects
Matthew: Charlotte Series 7 course instructor
...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 showing you my "out of the box" approach towards simplifying the...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 24
- Series 66
- Real Estate License
- +14 subjects
Roman: Charlotte Series 7 course instructor
...Series 7, Series 63, Series 66, Life Ins, Health Ins, and LTC Ins, and I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. It's a great field to work in, so whenever I can help someone pass the entry exams, it feels great! My goal as your tutor is simple: To...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 7
- American Council on Exercise (ACE)
- SIE
- Series 66
- +59 subjects
Chris: Charlotte Series 7 course instructor
...have worked in finance since 1984 with leading investment firms including Morgan Stanley, Credit Suisse and Fidelity Investments. I have also taught finance at the college level and I have taught economics and history at the high school level since 1990. Many of my former students went on to study economics at schools like Stanford, Princeton, USC, Wharton and my alma mater, the University of Michigan. I will make the study of finance and economics...
Education & Certification
- University of Michigan-Ann Arbor - Bachelor in Arts, Economics
- Wesleyan University - Master of Arts, History
Subject Expertise
- Series 7
- Series 65
- UK A Level
- High School Business
- +9 subjects
Richa: Charlotte Series 7 course instructor
Hi everyone! My name is Richa and I'm a sophomore at UNC Chapel Hill! I have lots of experience with tutoring kids of various ages. I have worked at Mathnasium and was the president of the math honors society in high school. Whether it be school work or ACT prep, I'm happy to help!
Education & Certification
- University of North Carolina at Chapel Hill - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- College Application Essays
- Algebra 2
- ACT Math
- +15 subjects
Andrew: Charlotte Series 7 course instructor
...from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding a student's goals and helping them achieve success both inside and outside of...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 63
- Series 3
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
Nathalie: Charlotte Series 7 course instructor
...have an interesting background beginning with my Undergraduate Degree in Biology. I was hoping to go to Veterinary School although the school I hoped to go to was on the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst. I am very passionate about my work and hope to help you learn to love math as much as I do!...
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- CPA
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +34 subjects
Karen: Charlotte Series 7 course instructor
...best tutor in their learning process. I don't teach students but rather I involve them in the learning process so that they can be confident when solving the problems at hand. What motivates me to tutor in subjects ranging from elementary math up to Pre-Calculus to different business courses, is the challenge to tailor my teaching techniques to fit with my student. I enjoy badminton, basketball, stretching my mind, and hanging with friends on my...
Education & Certification
- Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
- Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- Algebra 2
- AP Calculus AB
- +61 subjects
Sean: Charlotte Series 7 course instructor
...long learner I can promise we will not only learn the subject you need but also learn how you best learn. My Style is to teach you where you are, really get to know you and how you process information into knowledge. I will pass on what I have learned, the steps it takes to be successful, and the mindset to help you not only in the subject you need help in but with life...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 66
- College Economics
- +17 subjects
Anna: Charlotte Series 7 course instructor
I have recently relocated from Pennsylvania to New York. I have always had a passion for teaching and sharing knowledge. I look forward to working with students that love to learn as much as I do!
Education & Certification
- University of Iowa - Bachelor in Arts, General Literature
- Bloomsburg University of Pennsylvania - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- CPA
- Science
- Econometrics
- +58 subjects
Natalie: Charlotte Series 7 course instructor
...and Real Estate Licenses. Helping clients keeping their financial house in order has been very gratifying and fulfilling as a banking professional, however I'd like to have my own practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has offered insight across the spectrum of financial advising, mortgage lending and real estate matters. On my free time I like to go cycling, volunteer locally and enjoy keeping up with the...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 7
- Series 66
- Series 63
- Series 6
- +151 subjects
Gregory: Charlotte Series 7 course instructor
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Real Estate License
- SIE
- Series 66
- +65 subjects
Eric: Charlotte Series 7 course instructor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- Series 7
- Series 65
- Series 10
- Series 57
- +10 subjects
Richard: Charlotte Series 7 course instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- Series 7
- CPA
- Series 66
- CFA
- +31 subjects
John: Charlotte Series 7 course instructor
I'm John. I have a proven track record of raising students' SAT scores quickly and counseling towards their best fit school. I hope you'll consider me!
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- High School Writing
- Social Networking
- +66 subjects
Albert: Charlotte Series 7 course instructor
...section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism and Bachelor of Engineering in Digital Packaging Engineering, both from Wuhan University, Duke University's Chinese partner and a Top 10 university there. I wish my experience, knowledge, and expertise would assist you to...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 65
- Series 63
- CFA
- +46 subjects
Fahad: Charlotte Series 7 course instructor
...New York City where I help clients make smart choices about investments and financial planning. I enjoy explaining financial and economic concepts to clients and students. I have helped colleagues and students pass standardized tests related to the financial industry (Series 7, Series 66, CFA Level I). My approach involves assessing students' strengths and weaknesses and working on areas that need the most attention. I enjoy traveling. I have lived in many countries in the...
Education & Certification
- James Madison University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Pre-Algebra
- College Accounting
- Executive Functioning
- +27 subjects
Ernesto: Charlotte 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
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +20 subjects
Nicholas: Charlotte Series 7 course instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 7
- Series 63
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +43 subjects
Robin: Charlotte 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
- Series 86
- Series 87
- SIE
- +10 subjects