大象传媒 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?
大象传媒 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 大象传媒 to get started today.
Nico: San Francisco Series 7 test prep instructor
Hi, I鈥檓 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
- Finance
- High School Economics
- High School Business
- +15 subjects
John: San Francisco Series 7 test prep 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
- Calculus 2
- Pre-Calculus
- +66 subjects
Andrew: San Francisco Series 7 test prep instructor
...them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with friends. I enjoy traveling, having been to 19 countries on 4 continents and 33 US states. I look forward to helping your...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- CPA
- Series 3
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
Brian: San Francisco Series 7 test prep instructor
I have a BS in finance and economics, I worked as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 24
- Series 63
- Series 10
- +18 subjects
Joshuah: San Francisco Series 7 test prep instructor
...passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day....
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 7
- CPA
- Series 24
- Series 4
- +14 subjects
William: San Francisco Series 7 test prep instructor
...career by helping to add different licenses. I have experience with a variety of different educational products including (Kaplan, ExamFX, Training Consultants, STC and Achievable) I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have multiple industry designations (CAS, CMFC, AAMS, CRPC and ARPC). My tutoring approach is tailored to each student's unique learning style and pace, ensuring that they grasp the concepts and strategies needed to pass these exams.
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 7
- Series 82
- Series 52
- Series 11
- +30 subjects
Scot: San Francisco Series 7 test prep instructor
...degree in Marketing in 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 57
- Series 24
- Series 10
- +12 subjects
Peter: San Francisco Series 7 test prep instructor
...because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business...
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 15 - Foreign Currency Options Exam
- Series 65
- IBEW - International Brotherhood of Electrical Workers
- +42 subjects
Edward: San Francisco Series 7 test prep instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I am a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 63
- Series 79
- Series 9
- +24 subjects
Karen: San Francisco 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
- Series 63
- Series 10
- Series 65
- +22 subjects
David: San Francisco Series 7 test prep instructor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 10
- Series 9
- SIE
- +16 subjects
Nhan: San Francisco Series 7 test prep instructor
...Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 7
- Series 63
- CPA
- Series 65
- +78 subjects
Anubhav: San Francisco Series 7 test prep instructor
...Information Systems. After work experience, I then obtained my Master in Business Adminstration from New York University (NYU Stern), with concentrations in Corporate Finance and Global Business. I also have professional certifications in project management (PMP, PMI-ACP, PMI-RMP), cryptocurrency (Certified Bitcoin Professional), Series 7, real estate salesperson license. I am also working towards a Masters of Science in Digital Currency at the University of Nicosia. I tutor mainly in Math and English prep (SAT, GMAT...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Finance
- New York University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 24
- +50 subjects
Christopher: San Francisco Series 7 test prep instructor
...the ins and outs 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...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Elementary School Math
- +7 subjects
David: San Francisco Series 7 test prep instructor
...consultation background focused on driving client services and 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...
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
- Business Ethics
- Finance
- +14 subjects
Peter: San Francisco Series 7 test prep instructor
...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 to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time I am enjoy taking drum lessons (I am student too and tend to have a "hungry brain") and...
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 16
- Series 86
- Series 82
- +18 subjects
John: San Francisco Series 7 test prep instructor
...fresh 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
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +1 subjects
Nathalie: San Francisco Series 7 test prep instructor
...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! I look forward to working with you!
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 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +34 subjects
David: San Francisco Series 7 test prep instructor
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- Series 10
- Series 65
- Series 66
- +9 subjects
Dennis: San Francisco Series 7 test prep instructor
...licenses (SIE, Series 7 and 24). Practitioner and teacher, bonds and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 7
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +49 subjects