2 Series 7 Tutors Found Near Killeen, TX



Photo: Lorin R.

Lorin R.

Series 7 Tutor

Plano, TX 75093

Will travel 10 miles

$22 per hour.

4.67 12 ratings

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Patient and Effective Tutor specializing in Finance and Macroeconomics

I am a recently retired Financial Advisor (FA) with 20+ years experience working in wirehouse firms such as Merrill Lynch, smaller boutique firms, and a financial planning firm. As an FA, I had continuing education requirements, which had to be met in order to maintain my licenses. I know that I can help you achieve your goal of passing this exam and I look forward to working with you. I am a recently retired financial advisor and insurance professional with over 25 years of experience in investments, personal financial planning, and business retirement plans. Prior to this, I was a bank comm [more]


Photo: Patricia P.

Patricia P.

Series 7 Tutor

Dallas, TX 75230

Will travel 20 miles

$60 per hour.

4.0 1 ratings

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Finance and Communications Specialist

I have taken Series 7, Series 63, and Series 24 --each twice, I am embarrassed to admit, as I let the three licenses expire while I was working on a job that did not require these designations but then returned to a job which did. I scored in the high 90's on all three tests both times, which is very unusual as they are very difficult tests. However, my work has over the years generally required understanding of the capital markets and I have usually handled my own brokerage and investments so this gave me a strong background on the subjects involved going in to test preparation. As you pro [more]