FINRA Series 7

Tutor directory

I am an experienced tutor/trainer that has worked in the financial industry for about 10 years. I have experience training and tutoring FINRA licensing content to my firm's new employees. Whether you are trying to determine where to start, or wanting to drill down on a particular topic I would love to help you!

Experienced financial services professional and Certified Financial Educator specializing in Series 65 and Series 7 tutoring. I help professionals simplify complex topics, strengthen understanding, and build the confidence to pass, not just memorize, the material.

I have been in the securities/stock brokerage industry for over 40 years. While working at a BD I held Series 7, 8 (now 9/10), 27, 63, 65, and 66 registrations. I had responsibilities for training financial advisors and retail support staff. I spent 10 years with a well known FINRA exam prep firm. I know how questions are written.

Struggling with the SIE, Series 7, or Series 66? You're not alone, and you're not "bad at testing." With 10+ years of experience coaching finance students and professionals, I help students, career changers, and finance professionals master complex topics using clear, test-ready strategies that build confidence and real understanding.

https://www.pennyhillexamprep.com/

Private Tutoring for FINRA, CIMA®, and Insurance Licensing Exams. Personalized, one-on-one tutoring backed by 25+ years of real-world financial industry experience and graduate level academic achievement. Complex material made clear — tailored to your timeline.

My career in financial services spans more than 25 years — working across securities, investment management, and insurance. During that time, I earned and maintained licenses across the full spectrum of FINRA and state exams, including the Series 7, 63, 65, 66, 24, 52, and SIE, as well as a North Carolina Life and Health Insurance license.

I pursued my education with the same intensity I bring to tutoring — earning a 4.0 GPA at both the undergraduate and graduate levels, culminating in a Master of Science in Finance. I also hold the Certified Investment Management Analyst (CIMA®) designation, one of the most demanding credentials in the investment advisory profession.

After years in the industry, I found my greatest satisfaction in helping others navigate the licensing process. These exams are challenging — not because the concepts are impossible, but because the material is dense, the stakes feel high, and most candidates are preparing on their own. I change that equation.

My approach is personal, patient, and practical. I meet you where you are, explain things clearly, and make sure you walk into your exam ready — not just prepared, but confident.

Securities Pre-licensing Trainer and Coach for the SIE Series 7, 6, 63, 65 and 66

Tim Ford, CFP®, is a full-time FINRA exam tutor who makes complex topics simple and practical. Known for clear analogies and real-world examples, he helps students connect exam concepts to their actual roles. His strategic, exam-focused approach builds confidence and teaches students how to think through questions the way test writers expect.

My experience in the financial industry spans a period of over 30 years including positions in sales, management and training. I have taken and passed (on the first try) the Series 3, 6, 7, 24, 53, 63 and 65. Throughout my career I have provided extensive training and tutoring on the SIE, Series 6, 7, 9, 10, 24, 63, 65 and 66.

I bring many years experience as a financial professional and college lecturer. Formerly a Series 7 professional with Charles Schwab, Barclays and Putnam Investments. My teaching approach is tailored to your needs.

MBA with a finance track and extensive exam experience. I successfully passed the SIE, Series 7, and 66 twice—all on my first attempt. Having used several prep platforms, including Achievable, I understand how to navigate different study methodologies. Let’s have an intro call to discuss how to best adapt our sessions to your learning style.

I have been in the financial services industry for over 30 years and have taken, passed, and tutored for the SIE exam, Series 6, 7, 24, 4, 53, 27, 65, and 66 exams.  I custom-tailor my teaching style to the student, with interactive whiteboard, word associations, and real-world examples. I keep it SIMPLE to follow.

Dr. Chandra P. Joshi is a university professor, engineering physicist, engineering and research consultant, and experienced professional tutor with a Ph.D. in Engineering Physics.

He provides personalized tutoring in engineering, physics, mathematics, statistics, data science, and professional and standardized exam preparation. His teaching approach focuses on making difficult concepts understandable by breaking them into clear principles, visual explanations, and step-by-step problem-solving methods.

Dr. Joshi works with high school, college, graduate, and adult learners, including students preparing for challenging technical courses and professional examinations. He is especially effective at identifying gaps in prerequisite knowledge and building a structured learning plan around each student's individual needs.

His tutoring philosophy is simple: understand the concept first, learn how to apply it, and then practice until you can solve problems independently.

Areas of support include:

Engineering and engineering fundamentals Physics and applied physics Mathematics and calculus Statistics and data analysis Technical and quantitative problem-solving Standardized and professional exam preparation Structured study plans and exam strategies

Whether a student is trying to strengthen fundamentals, improve a course grade, or prepare for an important exam, Dr. Joshi provides patient, systematic, and results-focused instruction designed to build both understanding and confidence.