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Specialties
Series 7 Personal Training, One-on-One Series 7 Tutoring —
FINRA Exams Tutoring
History
Established in 2003.
As a financial adviser, I found I enjoyed helping others pass the Series 7 and Series 66 just as I did with high scores. I soon made this my permanent career. I have tutored over 80 students, both one-on-one and in training classes for major financial firms. I helped many financial professionals pass who had previously failed up to 3 times previously. I offer individual, one-on-one tutoring as well as business training classes for all of the following exams: Series 7, Series 66, Series 6, Series 63 and Series 65.
Meet the Business Owner
Gordon M.
Business Owner
I am an experienced Series 7 tutor whose current clients include Morgan Stanley, Merrill Lynch, New York Life Insurance Co., Ameriprise Financial and individuals who must be licensed by the SEC and FINRA.
I majored in mathematics at M.I.T. and I personally scored 95% on the Series 7 and 89% on the Series 66 exams. I have taught professionally for over 16 years, and I have been a fee-only financial adviser since 2003. I will tutor you at your home or other preferred location within the greater San Francisco Bay Area.
Patient and innovative in my approach to learning, your tutoring session includes a proprietary 1-page chart that will allow you to answer Options questions on the exam and a similar mnemonic device for answering Bond yield questions.
For High Success Choose me as your tutor for the Series 7, 66, 65 or 63.
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