Varsity Tutors can help you receive your stockbroker license by setting you up with a Phoenix Series 7 exam prep program. All aspiring stockbrokers are required to take the Series 7 before they're able to buy and sell stocks for their clients. Because of the comprehensive nature of this test, many people struggle with preparing for it the first time. Even students enrolled in finance programs at institutions like Grand Canyon University and nearby Arizona State University have struggled with the Series 7 and its prerequisite test, the Securities Industry Essentials (SIE) exam. If you're worried about underperforming on test day, you can boost your understanding by enrolling in a Phoenix Series 7 exam prep class or working privately with a Series 7 tutor. That way, you don't have to go through the feelings of stress and uncertainty that comes with preparing for the assessment on your own.
What concepts will be covered during Phoenix Series 7 exam prep?
There are two types of Series 7 prep programs offered: private lessons with a personal tutor or participating in a virtual Phoenix Series 7 exam prep course. Both of these programs are designed to help students prepare for the licensing exam, which means the concepts covered are generally the same regardless of the method of instruction. Let's look at what you can expect from these two lessons.
The Series 7 exam is a multiple-choice test that evaluates your understanding of basic industry-related concepts you'll need to know as a securities representative. Topics covered in the Series 7 include the sale of corporate, municipal, and government securities; investment risks; taxation; and how to interact with clients, just to name a few. Ideally, these are all concepts you should have a working knowledge of since you're planning on working as a stockbroker. The Series 7 exam prep programs are designed to help refresh your memory on these concepts, but you can opt for intensive private lessons if you need an extensive refresher or need to learn some of these principles from scratch.
In order to pass the Series 7, you'll need to answer 125 questions within 225 minutes and earn a score of 72% or higher. Unfortunately, many people struggle with this, not because they don't know the material, but because they're unfamiliar with standardized tests. Joining a Series 7 exam prep course can help with test-prep as well, giving you tips and other valuable resources that can help you study and take standardized tests more efficiently. This can go a long way in reducing any stress and confusion you might experience as you read through the questions and answers.
What are the benefits of the different types of Phoenix Series 7 exam prep?
The primary benefit of these two programs is to prepare students for the actual exam. But because both learning opportunities are so different, there are a number of other advantages that come with each method of study. Let's take a look at some of these benefits.
Participating in a Series 7 exam prep course is a great way to learn important concepts through collaboration and teamwork. Here, you'll follow a set test-prep curriculum taught by an experienced professional instructor. As you go over important concepts like trade executions, customer disclosures, and retirement plans, you have the opportunity to work with other students also preparing for the Series 7. Together, you can come up with ideas, solutions to problems, and even share tips that can benefit everyone in the course. And if you're ever at a point where you feel lost, you can schedule extra time with your instructor to catch-up.
Working with a Phoenix Series 7 exam tutor gives you the chance to benefit from custom-tailored lessons built especially for you. Taking into account your goals, desired outcomes, and preferred learning styles, your tutor is able to create engaging study sessions that can identify key weaknesses, helping you overcome shortcomings more efficiently. You never have to worry about wasting time during private lessons, either. If you've already mastered a concept, you can skip right past it and devote your time to something else on the exam.
How can I get set up with Phoenix Series 7 exam preparation?
Now that we've covered the basics, are you ready to hear the good news? Joining an exam prep program has never been easier. Just contact Varsity Tutors and speak with one of our academic consultants about your Phoenix Series 7 exam prep options. They can answer any questions you have and can even immediately enroll you in a prep course or help you find a personal tutor who can accommodate your busy schedule. Call today!

Don: Phoenix Series 7 test prep instructor
...able to change careers to education almost 10 years ago, receiving a California teaching credential for middle school and high school English and Social Science. I taught middle school English and history for five years and was a vice principal of a high school for two years. I also taught Korean culture and language as an elective. My students experienced massive growth in California State testing for the English section thanks to a writing rubric...
Education & Certification
- Haverford College - Bachelor in Arts, History
- Simpson University - Master of Arts, Education
Subject Expertise
- Series 7
- CFA
- CFA - Chartered Financial Analyst - Level 1
- Finance
- +23 subjects

Sean: Phoenix Series 7 test prep instructor
...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 to the end goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 6
- Series 66
- SIE
- +2 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- Series 63
- SIE
- Series 65
- +9 subjects

Raman: Phoenix Series 7 test prep instructor
...Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 63
- +25 subjects

John: Phoenix Series 7 test prep instructor
...management professional accomplished in successfully recruiting talent, managing change, and mentoring individuals. I have successfully recruited, hired, trained and/or supervised over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects' financial literacy, I have proven experience in helping individuals master the content and successfully prepare to pass the following FINRA Licenses: Series 7, 8 (9/10),...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 7
- Series 66
- Series 63
- Series 24
- +9 subjects

Richard: Phoenix Series 7 test prep instructor
...years, and I have been a FINRA license exam instructor and tutor for about 7 years with RegEd and A.D. Banker, and recently with Exam FX. We can work over the phone, but I prefer Skype or Google Hangouts which lets me share a PowerPoint presentation. Besides explaining test topics to you, I'll ask you to explain them to me, because I know when you can clearly explain something to someone else, you will have...
Education & Certification
- Arizona State University - Bachelors, English
Subject Expertise
- Series 7
- SIE
- Series 6
- Test Prep
- +1 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Math
- Elementary School Math
- +66 subjects

Andrew: Phoenix Series 7 test prep instructor
...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 the...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 3
- Series 63
- Series 55
- +70 subjects

Eunpa: Phoenix 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
- SAT Verbal
- +43 subjects

Brandy: Phoenix Series 7 test prep instructor
...licensed. I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree in Psychology.
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 63
- +1 subjects

Brent: Phoenix 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
- 11th Grade
- Business Statistics
- 7th Grade
- +120 subjects

Zachary: Phoenix Series 7 test prep instructor
...Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 24
- SIE
- Series 66
- +12 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 9
- SIE
- Series 65
- +16 subjects

Daniel: Phoenix Series 7 test prep instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- ChFC - Chartered Financial Consultant
- SIE
- +25 subjects
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 86
- CFA
- +10 subjects

Garth: Phoenix Series 7 test prep instructor
...all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +26 subjects

Barrett: Phoenix Series 7 test prep instructor
...largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 7
- Series 24
- Series 79
- Series 26
- +20 subjects

Christopher : Phoenix 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
- Accounting
- History
- AP U.S. Government & Politics
- +68 subjects

Scot: Phoenix Series 7 test prep instructor
...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 CFP marks!
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- CFP
- Series 82
- Series 24
- +12 subjects

Karen: Phoenix Series 7 test prep instructor
...master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Real Estate License
- Series 10
- Series 66
- +24 subjects