Varsity Tutors can get you enrolled in a San Francisco-Bay Area Series 7 exam prep course or connect you with a personal instructor to assist you as you go after your trading license. This exam primarily focuses on equity, debt instruments, client interaction, and other important aspects that you studied while attending institutions like San Francisco University, the University of San Francisco, or other area schools. Passing this exam is required to work as a general securities representative. You will want to thoroughly prepare to ensure that you feel confident on the day of the test. Whether you'd like to learn in a classroom environment or study with a private mentor, you don't have to struggle to get ready for this comprehensive exam.
What kind of topics can San Francisco-Bay Area Series 7 exam prep cover?
After you have taken the Securities Industry Essentials (SIE) exam, you may be interested in taking the Series 7 exam, which is otherwise known as the General Securities Representative Exam. This test is taken by aspiring stockbrokers in the United States who want to obtain their trading license. Administered by the Financial Industry Regulatory Authority, or FINRA, this test assesses entry-level securities knowledge. You will have four hours to complete the exam, which consists of 125 multiple-choice questions. There are four main sections, which cover the primary functions of the profession. The first three covered are Seeks Business for the Broker-Dealer from Customers and Potential Customers; Opens Accounts after Obtaining and Evaluating Customers' Financial Profile and Investment Objectives; and Provides Customers with Information about Investments, Makes Suitable Recommendations, Transfers Assets, and Maintains Appropriate Records. The fourth section is Obtains and Verifies Customers' Purchase and Sales Instructions and Agreements; Processes, Completes, and Confirms Transactions.
With San Francisco-Bay Area Series 7 exam prep, you can review the content, format, and expectations of the test under the guidance of an expert instructor. You can learn effective techniques for taking the test, participate in engaging activities to boost your knowledge, and more.
What benefits are offered by the two types of San Francisco-Bay Area Series 7 exam preparation?
Varsity Tutors can set you up with two types of Series 7 exam prep: online courses and one-on-one instruction. There are a variety of advantages that are unique to each option, though some students choose to take part in both. Regardless of your preference, you can learn from a mentor who you can trust to provide accurate information. Let's explore the options available and how you can benefit from them.
Online classes are conducted in a virtual environment known as our Live Learning Platform, which features video chat and a virtual whiteboard. If you enroll in a San Francisco-Bay Area Series 7 exam prep class, you can join your classmates in engaging, interactive lessons that encourage group discussions and activities. Through group learning, you can share your knowledge with your peers and gain insight from their knowledge. You can enjoy instant feedback from your instructor. If you have any troubles, your class teacher can set aside time to work with you independently to help you overcome any challenges you may face.
On the other hand, some students learn best when working one-on-one with a personal San Francisco-Bay Area Series 7 exam tutor. Tutoring can follow a customized learning plan that covers only the topics in which you have the most room to develop your abilities. If you are confident in your grasp of the rights of common stockholders, your mentor can focus your attention on the Options Disclosure Document (ODD). Your private instructor can take the time to assess your learning preferences, which allows them to adjust their teaching methods and strategies to appeal to you. They can even incorporate unique learning materials that can help you remain engaged in the material as you work to build your skills and knowledge.
How can I get started with San Francisco-Bay Area Series 7 exam prep?
Regardless of which prep method you prefer, you will learn from a thoroughly qualified Series 7 exam instructor. There's no reason to worry about finding time to fit yet another appointment into your busy schedule. San Francisco-Bay Area Series 7 exam prep can take place entirely online. Classes offer flexible schedules, as new sessions start every month. Tutoring is even more convenient since you only have to agree on a time that worked for you and your instructor. This allows even the busiest students to find something that works for them. Don't hesitate to reach out to our educational consultants. They can answer your questions and offer information that can help you make a decision. Reach out to Varsity Tutors to get started today.

Nico: San Francisco Series 7 test prep instructor
Hi, I’m a professional who is passionate about entrepreneurship and cricket (yes the game cricket). I have extensive experience in financial operations processes and love a good challenge! In my work, I value three things: 1. Honesty, 2. Transparency and 3. Hustle.
Education & Certification
- Westminster College - Bachelor of Accountancy, Accounting and Business Management
Subject Expertise
- Series 7
- Microsoft Excel
- High School Accounting
- Technology and Coding
- +15 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- AP Microeconomics
- IB Philosophy
- +66 subjects

Vikram: San Francisco Series 7 test prep instructor
I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 7
- Series 65
- Exam IFM - Investment and Financial Markets
- Series 63
- +29 subjects

Kristin: San Francisco Series 7 test prep instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 7
- Series 63
- Series 66
- SIE
- +1 subjects

Nicholas: San Francisco Series 7 test prep instructor
...Many students struggle in these areas, as I did, so it's my passion to use what I have learned to help others. I love sport activities and anything outdoors. My favorites are boating, fishing, and golf. I'm a competitor and a passionate person, so anything that allows me to compete brings me joy. I also love being around people, so social activities where I can build relationships with others is where I want to be!
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Series 66
- Elementary School Math
- Professional Certifications
- +16 subjects

Christopher: San Francisco Series 7 test prep instructor
...of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63) and become a successful broker through E*TRADE! I love kayaking and other outdoor activities in my spare time. Please be open! I will do what it takes to help you out.
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Pre-Algebra
- +7 subjects

Karen: San Francisco Series 7 test prep instructor
...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 spare time. I love to...
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
- Pre-Algebra
- Marketing
- +61 subjects

Joseph: San Francisco Series 7 test prep instructor
...perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified, and Remote Workforce Management Certified credentials, in addition to several project management designations.
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 7
- Series 4
- Series 65
- Series 24
- +30 subjects

Johnny: San Francisco Series 7 test prep instructor
...I enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can by using analogies and references that is unique to each person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 26
- +14 subjects

Brian: San Francisco Series 7 test prep instructor
...improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Six Sigma
- Series 26
- Series 63
- +22 subjects

John: San Francisco Series 7 test prep instructor
...perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve their goals and pass with confidence.
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- SIE
- +1 subjects

Scot: San Francisco Series 7 test prep instructor
...2010 and became a licensed financial advisor in June of 2011. 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 24
- CFP
- Series 9
- +12 subjects
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
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 7
- SIE
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- CFP
- +4 subjects

Luke: San Francisco Series 7 test prep instructor
Greetings. I am a Financial Advisor who has been a trader at Vanguard and a trainer at JP Morgan brokerage. My engaging teaching style and years in the business will allow you to separate critical information from the noise on the 7 65 and 66. We can practice together or come up with a personalized strategy to get you over the finish line and pass! Look forward to meeting you.
Education & Certification
- Shippensburg University of Pennsylvania - Bachelor of Science, Business, General
- University of Pittsburgh-Pittsburgh Campus - Master of Science, Business, General
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Series 65
- +5 subjects

Danny: San Francisco Series 7 test prep instructor
...sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24, and Series 9 and 10. In addition, I also have my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +11 subjects

Anna: San Francisco 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
- 12th Grade Reading
- ACT Math
- ISEE-Lower Level Reading Comprehension
- +169 subjects

Brandy: San Francisco Series 7 test prep instructor
Everyone can learn, if they have the desire. My goal is to empower my students while understanding their learning styles, gaining a better idea of their perspective of the world, and to thereby teach them through their perspective for maximum success. Education is my passion. If my students aren't successful, how can I be?
Education & Certification
- University of Phoenix-Online Campus - Associate in Arts, Accounting
Subject Expertise
- Series 7
- GMAT Verbal
- Study Skills and Organization
- Constitutional Law
- +170 subjects

Peter: San Francisco Series 7 test prep instructor
...was regional office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the...
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 10
- Series 57
- Series 3
- +42 subjects