Varsity Tutors can help you out if you are looking for a Cleveland Series 7 exam course. Whether you studied at Notre Dame College, Cleveland State University, or another university in the area, taking a prep class can help you review what you learned in school. If you want to obtain a license to work as a stockbroker in the U.S., you need to pass the Series 7 exam (after first passing the Securities Industry Essentials exam). Taking a Cleveland Series 7 exam prep course can help.
What will I be tested on when taking the Series 7 exam?
The Series 7 exam will test your knowledge of the essential skills required to work as a general securities representative. This includes seeking business from clients, opening accounts, evaluating customers' financial profiles, evaluating the financial objectives of potential clients, obtaining purchase and sales instructions, evaluating agreements, and processing and confirming transactions. However, 73 percent of the exam will cover skills related to providing customers with accurate investment advice, giving them good recommendations, transferring assets, and keeping accurate records.
You will have limited time to complete the test - three hours and 45 minutes for 125 questions. You must achieve a minimum score of 72 percent to pass.
How can I benefit from taking a Cleveland Series 7 exam class?
Taking a class is a great way to discover gaps in your knowledge. You might have missed out on an important piece of information that you need for the test, either due to forgetting it, becoming distracted for a few moments during your school class, or missing a day at school due to being sick. Whether you decide to take a two-week course or a four-week course, you will get a comprehensive review of the information you need to know for the test.
During your Series 7 class, you can ask questions. The instructor can provide an answer to your question or share the question with the other students in order to spark a discussion. One of the benefits of studying in a class is that you can gain knowledge and insights from students who come from different backgrounds and have different perspectives. You can also help out other students when they are having difficulty understanding concepts, such as trade executions or margin issues.
Our virtual classes take place over the internet. You will be able to interact with your class instructor and the other students through our Live Learning Platform just like you would be able to if you were in a physical room together. Virtual classes give you all the benefits of group study without the hassle of commuting through traffic or even leaving the comfort of your own home. As long as you have an internet connection, you can access the platform and join the class.
If you are interested in furthering your education outside of class, your teacher can make recommendations for resources that you can take out of the library or find on the internet. You can also ask for one-on-one time with your instructor outside of class. This way, you can ask questions that you did not have time to ask during class or go in-depth into specific topics, such as ETFs, the rights of common stockholders, taxation, and regulation.
Having a set time to attend class can help you overcome procrastination. When studying alone, it is easy to lose track of your goals and waste time. The class also has a set curriculum, which can help keep you on track.
Your class instructor can also give you helpful test-taking advice. Being able to pace yourself is important on tests that have time limits, such as the Series 7 exam. It is important not to spend too much time on the questions at the beginning of the test so that you have enough time left over for later questions. Your class instructor can administer practice tests to help you get used to the pace you'll need to set on test day. They can also advise you of ways that can help you take your best guess if you are unsure of the answer to a question.
How do I sign up for a Cleveland Series 7 exam course?
If you want to further your education, get in touch with Varsity Tutors. There are new class sections starting each month. Regardless of your skill level, our educational consultants can help you find a class that works best for you. We can enroll you in a Cleveland Series 7 exam course that will help you reach for your goals. The sooner you start to prepare for the Series 7 exam, the better, so contact us today.
James: Cleveland Series 7 course instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 57
- Series 86
- +24 subjects
Daniel: Cleveland Series 7 course instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 7
- CLU - Chartered Life Underwriter
- ChFC - Chartered Financial Consultant
- Series 66
- +25 subjects
Meg: Cleveland Series 7 course instructor
...only does this allow my students to demonstrate metacognition, but they can continuously reflect on how they can improve. This is crucial when a student is studying a topic they have little interest in and have met with little success. I understand that my role as their teacher is to look for ways for them to improve - and that's when I share all the tools and tricks learned over 16 years in the classroom...
Education & Certification
- Ohio University-Main Campus - Bachelor of Science, Communication, General
- Baldwin-Wallace College - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- AFOQT - Air Force Officer Qualifying Test
- CLEP Principles of Macroeconomics
- AP Comparative Government and Politics
- +175 subjects
Andrew: Cleveland Series 7 course instructor
...as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding a student's goals and helping 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 55
- CPA
- Series 63
- +70 subjects
Brent: Cleveland Series 7 course instructor
Wharton Educated Certified Investment Management Analyst, Studied Pre-Med Honors at SMU, Undergrad in Finance UNT, SMU MBA Double Major: Finance and Strategy / Entrepreneurship, Currently working on Masters of Science in Accounting at SMU. Level II CFA (Chartered Financial Analyst) candidate, 20 years as an Investment Speaker and sales Executive for Fortune 100 firms. I was Academic Decathlon, Whiz-Quiz and Olympics of the Mind participant in High School, (Plano and Lewisville Gifted and Talented). ... Make students understand why we are learning something and relate it to a real- world example so that it cements it into memory!
Education & Certification
- Univ North Texas - Bachelors, Finance
- Southern Methodist University - Masters, Finance/ Strategy /Accounting
Subject Expertise
- Series 7
- Elementary School Writing
- 3rd Grade
- Managerial Accounting
- +120 subjects
Richard: Cleveland Series 7 course instructor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- Series 7
- CFP
- Series 66
- CPA
- +31 subjects
Nicholas: Cleveland Series 7 course instructor
...an Assistant Principal at an elementary school. I've also worked in the financial services industry as a financial advisor and served in the US Navy for 20 years as an enlisted aircrewman. I love to learn new things and have a deep passion for teaching and helping others. I tutor primarily in the areas of reading, math, and writing. My favorite areas are math and writing. Both are subjects I struggled with during my K-12...
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
- Microeconomics
- +16 subjects
Garth: Cleveland Series 7 course instructor
...supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 6
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +26 subjects
Sang-Hoon: Cleveland Series 7 course instructor
I graduated from Columbia College in Columbia University in 1996 with a degree in Economics. I look forward to teaching students and learners and have a positive influence in your education and experience.
Education & Certification
- Columbia University in the City of New York - Bachelor of Science, Economics
Subject Expertise
- Series 7
- Exam IFM - Investment and Financial Markets
- Series 15 - Foreign Currency Options Exam
- CAIA Level I
- +96 subjects
Christopher : Cleveland Series 7 course instructor
My name is Chris. I'm 25 years old and work in investment banking. I enjoy learning about and teaching all things related to business and history. Other than banking and tutoring, I'm also working on three startups as either a co-founder or leading business development. I also have my Series 7, 63 and 79 I like to take complex ideas and break them down with more simple terminology and application to real world scenarios.
Education & Certification
- The University of Alabama - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- High School Level American Literature
- CLEP Principles of Management
- ACCUPLACER Reading Comprehension
- +68 subjects
John: Cleveland Series 7 course instructor
...years. My most relevant experience is as an equity trader, where I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my CFA candidacy and academic pursuits. I...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- SIE
- Series 63
- Series 57
- +20 subjects
Jeremy: Cleveland Series 7 course instructor
I'm grateful to have the opportunity to meet new people. I think an environment of mutual respect and understanding is important. It leads to great conversation and learning by both parties.
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Insurance License
- +52 subjects
Gary: Cleveland Series 7 course instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 3
- Series 5 - Interest Rate Options Exams
- NASAA - North American Securities Administration Association
- +72 subjects
Brendan Daniel : Cleveland Series 7 course instructor
...while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning...
Subject Expertise
- Series 7
- CAIA Level I
- CFA
- Series 22
- +62 subjects
Fahad: Cleveland Series 7 course instructor
...financial planning. I enjoy explaining financial and economic concepts to clients and students. I have helped colleagues and students pass standardized tests related to the financial industry (Series 7, Series 66, CFA Level I). My approach involves assessing students' strengths and weaknesses and working on areas that need the most attention. I enjoy traveling. I have lived in many countries in the past including Switzerland where I went to boarding school. I like to stay...
Education & Certification
- James Madison University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Arithmetic
- English
- Microeconomics
- +27 subjects
Peter: Cleveland Series 7 course instructor
...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 we see...
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 79
- Series 27
- Series 57
- +42 subjects
Joshua: Cleveland Series 7 course instructor
I want my students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Insurance License
- CFP
- +8 subjects
Peter: Cleveland Series 7 course instructor
...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 practicing Brazilian...
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 9
- Series 82
- +18 subjects
Sean: Cleveland Series 7 course instructor
...my students to the end goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor on these subject matters. Outside of my professional life I...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- Insurance License
- SIE
- +2 subjects
David: Cleveland Series 7 course instructor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +16 subjects