Varsity Tutors can help aspiring stockbrokers in the U.S. get set up with a New York City Series 7 exam prep course or a private mentor. The General Securities Representative Qualification Exam, otherwise known as the Series 7 exam, is administered by the FINRA. In order to take this test, you will need to have already passed the SIE, or the Securities Industry Essentials exam. In addition, you will need to be sponsored by a FINRA member firm. This exam shows your abilities as a general securities representative and allows you to move into a more functional role in your firm. Read on to learn more about the test review opportunities that can help you get the most out of the time you have before your exam.
What kind of topics are covered in New York City Series 7 exam prep?
The Series 7 test consists of 125 multiple-choice questions, which you have just under four hours to respond to. There are four sections, each focusing on a different job function: Seeks Business for the Broker-Dealer from Customers and Potential Customers; Obtains and Verifies Customers' Purchase and Sales Instructions and Agreements; Processes, Completes, and Confirms Transactions; Provides Customers with Information about Investments, Makes Suitable Recommendations, Transfers Assets and Maintains Appropriate Records; and Opens Accounts after Obtaining and Evaluating Customers' Financial Profile and Investment Objectives.
This exam serves as a thorough assessment of the skills you will need in order to be successful in an entry-level general securities broker position. With the support of New York City Series 7 exam prep, you can work to build your readiness for this comprehensive test. You can sign up for an online course for comprehensive review or study with a personal instructor to focus on whichever of these job functions you need the most assistance in understanding.
What are the advantages of the different types of New York City Series 7 exam prep?
Varsity Tutors can help you with two types of Series 7 exam review: one-on-one private instruction and a New York City Series 7 exam prep class. There are advantages with each service, and you can opt to combine the two if you'd rather. Regardless of your choice, you will learn from a reputable instructor who understands the obstacles you face on this test. Let's explore the advantages of each type of test prep.
If you are interested in a collaborative learning environment, you can sign up for new class sections every month. Classes are held entirely online, where you can see, hear, and speak to your classmates and instructor using the video chat feature of our Live Learning Platform. You can participate in engaging group discussions that revolve around different aspects of the test. The virtual whiteboard allows you and your classmates to engage in collaborative study, which can help you to build a stronger grasp of trade executions, stockholder rights, and margin issues, among other concepts.
If you prefer studying in a one-on-one setting, we can connect you with an excellent New York City Series 7 exam tutor who can work alongside you as you review the topics you find the most challenging. A private instructor can take the time to get to know your strengths, areas of opportunity, testing and professional goals, interests, and other factors that affect what and how you study. Your mentor can tailor your study plan to focus solely on the aspects of the exam in which you have the most room to improve. They can incorporate personalized materials and custom activities that appeal to your interests as well as to your learning personality. Your mentor can introduce you to test-taking strategies that can help you manage your time during the exam. Private instruction is a convenient and flexible option, allowing you to study alongside your mentor online through our Live Learning Platform or in person at a place of your choosing.
How can I get set up with top-notch New York Series 7 exam preparation?
We make it simple to start expert-led New York Series 7 exam prep that can take your study efforts to a new level. You'll want to put your best foot forward on the day of this exam, so it is crucial to take the time to review for it. Our educational consultants can give you a hand in determining which option is ideal for your unique learning needs. Whether you'd like to enroll in an online class or study with a personal mentor, the educational consultants at Varsity Tutors can help you get started. Contact us today.
Danny: New York Series 7 test prep instructor
...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 mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- SIE
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +11 subjects
Sita: New York Series 7 test prep instructor
...equations, advanced undergraduate analysis as well as graduate courses. While I love math and teaching, I found that working working full-time at a university is not for me. The heavy teaching loads and constant pressure to publish research results left me run down and exhausted, and that's not how I want to live and work. I want to enjoy teaching and working on research while also having time to be a person and enjoy life....
Education & Certification
- University of California-Berkeley - Bachelor in Arts, Mathematics
- Portland State University - Master of Science, Mathematics
- University of Jyvaskyla - Doctor of Philosophy, Mathematics
Subject Expertise
- Series 7
- CPA
- PRAXIS
- C++
- +139 subjects
John: New York Series 7 test prep instructor
...as an equity trader, where I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my CFA candidacy and academic pursuits. I am excited to continue my learning...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- CFA
- SIE
- Series 63
- +20 subjects
Jeremy: New York Series 7 test prep instructor
I'm grateful to have the opportunity to meet new people. I think an environment of mutual respect and understanding is important. It leads to great conversation and learning by both parties.
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Insurance License
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +52 subjects
Peter: New York Series 7 test prep instructor
...I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 26
- Series 86
- Series 53
- +18 subjects
Chunhua: New York Series 7 test prep instructor
...2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences and offering guidance to students. I am a visual learning and...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 7
- SEE - Special Enrollment Exam
- Insurance License
- Series 65
- +7 subjects
Anna: New York Series 7 test prep instructor
Hello :) I am a recent graduate from Macaulay Honors program at Baruch College. Since graduation, I have worked as a financial associate in a global bank. I have tutored students since 11th grade in a variety of English and math subjects, including standardized prep. I love helping students improve their knowledge, and am sure I can be of help to you, especially in grammar! ... As a tutor specializing in standardized exam preparation, I start each lesson by jumping straight into the material. Since topics on standardized exams are given in random question order, that is how I structure my lessons. My students dive into practice sections, after which we review each incorrect answer and conduct a full lesson on the un-mastered topics until the student feels comfortable with that topic.
Education & Certification
- CUNY Bernard M Baruch College - Bachelors, Finance
Subject Expertise
- Series 7
- 7th Grade Reading
- SAT Subject Test in Mathematics Level 1
- 10th Grade
- +169 subjects
Natalie: New York Series 7 test prep instructor
...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 latest fashion trends and home decor. I also am part of a roller hockey league and play left defender. I am very passionate about economic empowerment and have seen slowly but surely that more women are finally taking more ownership of household finances rather than...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 7
- Series 6
- Insurance License
- Series 66
- +151 subjects
Giustina: New York Series 7 test prep instructor
I am a test account.
Subject Expertise
- Series 7
- Series 79
- Bar Exam
- Series 7 - General Securities Representative Exam (Stockbroker)
- +56 subjects
Mark: New York Series 7 test prep instructor
I enjoy empowering students by making learning fun and believe that everyone has an "inner genius" that just takes the right technique to unlock. I bring a patient and friendly approach to teaching, specializing in the sciences, technology and math, and believe in teaching students to "learn for themselves".
Education & Certification
- Duke University - Bachelor of Science, Electrical Engineering
- Tulane Graduate School of Engineering - Master of Science, Mechatronics, Robotics, and Automation Engineering
Subject Expertise
- Series 7
- CFA
- Business Calculus
- ISEE-Middle Level Mathematics Achievement
- +151 subjects
Michael: New York Series 7 test prep instructor
...hedge using futures and options. We designing customized hedging strategies for the largest oil refiners, oil transportation and exploration, airlines and trucking companies. These strategies used futures, options and OTC swaps. During my time at two firms was involved in building electronic trading platforms over 20 years ago. While marketing an equity derivative trading platform I was offered a position on an equity derivatives brokerage desk as a sales/trader for an inter-dealer broker. Here I...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- Series 7
- Series 3
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Jorge: New York Series 7 test prep instructor
...enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing their efforts to achieve...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 65
- +38 subjects
Nikhil: New York Series 7 test prep instructor
...everyday technology. Along with economics, these are my favorite subjects to tutor because they involve concrete answers deeply rooted in logic. As a tutor, I strive to help students better understand complex problems and develop problem-solving skills. This mindset is obviously crucial for tests, but it also helps students develop analytical techniques that can benefit them in innumerable ways. Outside academics, I enjoy reading about current affairs, weight lifting, and of course, watching Netflix.
Education & Certification
- New York University - Current Undergrad, Mathematics
Subject Expertise
- Series 7
- Series 53
- Applied Mathematics
- Science
- +88 subjects
Christopher : New York Series 7 test prep instructor
My name is Chris. I'm 25 years old and work in investment banking. I enjoy learning about and teaching all things related to business and history. Other than banking and tutoring, I'm also working on three startups as either a co-founder or leading business development. I also have my Series 7, 63 and 79 I like to take complex ideas and break them down with more simple terminology and application to real world scenarios.
Education & Certification
- The University of Alabama - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- World Religions
- GED
- College Business
- +68 subjects
Mary: New York Series 7 test prep instructor
I am dedicated to creating a supportive and engaging learning environment where students feel confident to excel. My approach is tailored to each learner, breaking down complex ideas into simple, relatable steps. With a focus on building skills and self-assurance, I strive to make every session impactful and enjoyable. Together, we'll turn challenges into achievements.
Education & Certification
- Princeton University - Bachelor, Bachelor of Arts.
- Harvard University - Master's/Graduate, MSc. Mechanical Engineering
- State Certified Teacher
Subject Expertise
- Series 7
- NFPA - National Federation of Paralegal Associations
- GACE - Georgia Assessments for the Certification of Educators
- RPVI - Registered Physician in Vascular Interpretation
- +1359 subjects
Robin: New York Series 7 test prep 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
- FINRA - Financial Industry Regulatory Authority
- Series 87
- Series 86
- +10 subjects
John: New York Series 7 test prep instructor
...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 10
- Series 72
- Series 57
- +38 subjects
Eunpa: New York Series 7 test prep instructor
Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.
Education & Certification
- University of Chicago - Bachelor in Arts, Mathematics
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Technology and Coding
- +43 subjects
David: New York Series 7 test prep instructor
...business development. My experience is diverse and encompassed training and facilitation, strategy, financial management, financial planning, product management, project and program leadership. I have served not only as a trainer in the corporate structure but also as a financial educator and a tutor for peers as well as young children. My background in real world situations as well as my educational achievements has prepared me to assist with instruction on understanding many topics surrounding the...
Education & Certification
- Clark Atlanta University - Bachelor in Arts, Business Administration and Management
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Other
- High School Accounting
- +14 subjects
Gregory: New York Series 7 test prep instructor
I am an accounting tutor with both Masters and Bachelors degrees; I have passed all four parts of the CPA exam.... My teaching philosophy is to try and break down the material into small and simple digestible parts. I have found that this works best with students, and it builds their confidence as well, because it shows them that they know more than they think they do.
Education & Certification
- St John's University-New York - Bachelors, Accounting
- DeVry College of New York's Keller Graduate School of Management - Masters, Accounting
Subject Expertise
- Series 7
- CPA
- Test Prep
- Microeconomics
- +15 subjects