Varsity Tutors can help you enroll in a Portland Series 7 exam course and get you one step closer towards working in the securities industry. Before you can work as a stockbroker in the U.S., you'll need to pass the Series 7 exam, which is also called the General Securities Representative Exam. The course covers a comprehensive review of topics you've already learned at Portland State University, Concordia University - Oregon, or another school in the region. Enrolling in a Portland Series 7 exam class can help give you a deeper understanding of the materials covered and give you the boost you need to feel more prepared.
What are some of the topics covered in Portland Series 7 exam course?
The Series 7 exam is a regulatory licensing exam that is administered by the Financial Industry Regulatory Authority (FINRA) to assess the competency of those who want to trade securities. The exam can be broken down into four primary categories: seeking business for the broker-dealer, opening accounts after evaluating client adjectives, making suitable recommendations and maintaining appropriate records, and confirming transactions. Passing the exam is required to ensure you have the skills necessary to perform your job as a general securities representative.
The Portland Series 7 exam course covers topics you'll be expected to know in order to pass. The exam itself consists of 125 questions in multiple-choice format. There are actually 10 additional experimental questions, but these won't count towards your score and you won't know which ones they are. You'll have just 3 hours and 45 minutes to take the exam and you'll need to score at least 72 percent to pass. Test scores are placed on an equating grading scale to ensure that all candidates are measured against the same criterion. Your Portland Series 7 exam class instructor can provide additional details on how the exam is structured and even give you handy tips so you're better prepared on the actual day.
What are the advantages of enrolling in a Portland Series 7 exam prep course?
Studying for the Series 7 exam with the guidance provided in a classroom setting offers a number of advantages over studying on your own. The exam is by no means easy, so enrolling in a prep course can help fill in any knowledge gaps you have and help you establish strong study habits. Your class instructor is there to deepen your understanding of the various topics covered in the exam from investment recommendations to customer disclosures and more.
Enrolling in a Series 7 exam course provides a learning environment that is conducive to your goal of earning a passing score. You'll be able to engage in thoughtful discussions with your instructor. During any group activities, you can collaborate with your classmates, which provides a more shared learning experience. If you have a specific question or if something is unclear, you can get answers from your instructor right away.
If you're worried about fitting a class into your schedule, you'll be glad to know that all Series 7 exam classes are conducted online. There's no need to spend time commuting to a physical location. All you need to do is sign into a virtual classroom and you'll be able to attend the classes as long as you have a stable internet connection. Just like in a real classroom setting, you can see, hear, and interact with your instructor and classmates using the video chat functionality and an online whiteboard. If you find yourself confused about trade executions or any other topic in the exam, you can still get answers to your questions. You can request to meet with your instructor one-on-one outside of class if you need additional help or prefer private instruction.
How can I enroll in a Portland Series 7 exam course?
If you're serious about working as a stockbroker in the U.S., you'll be required to take and pass the Series 7 exam to ensure you have the skills necessary to work in the industry. If you don't earn a passing score, you'll need to retake the test and pay the fee again. Enrolling in a Series 7 exam course can help prepare you for the exam and give you a better idea of what to expect. You can attend a course during the day, in the evening, or on the weekends. Our educational consultants are here to answer any of your questions. Reach out to Varsity Tutors to sign up for a Series 7 exam class that fits into your schedule.

John: Portland Series 7 course instructor
...honed my ability to effectively convey complex concepts in a clear and concise manner, ensuring that my students not only grasp the material but also develop a deeper understanding of the subject matter. As a tutor, my goal is to empower my students to excel academically and professionally. Whether it's demystifying financial principles, preparing for professional certifications, or guiding aspiring professionals towards their career goals, I am committed to providing personalized guidance and support every...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- Series 7
- Series 42
- CBCCT - Certification Board of Cardiovascular Computed Tomography
- MPJE - Florida
- +620 subjects

Eric: Portland Series 7 course instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 7
- Series 72
- Series 52
- Series 65
- +16 subjects

Smriti: Portland Series 7 course instructor
...for a wide variety of subjects, including normal paced and 'crash course paced' prep for standardized tests (GMAT/GRE/SAT/ACT). I scored a 750 myself on the GMAT, graduated magna cum laude with a BSc. in Visual Communication and recently received my MBA from Yale. I have tutored students for 3+ years in various subjects including math, statistics, probability, and test prep. I also offer career development counseling - specifically Resume Reviews for people looking to apply...
Education & Certification
- University of Madras - Bachelor of Science, Graphic Design
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- PRAXIS
- Microsoft Office
- Calculus
- +46 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- AP Computer Science A
- Personal Finance
- +66 subjects

Roman: Portland Series 7 course instructor
...a B.S. in Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 66
- +60 subjects

Danny: Portland Series 7 course instructor
...coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24, and Series 9 and 10. In addition, I also have my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 86
- SIE
- Series 65
- +11 subjects

Casey: Portland Series 7 course instructor
...passion for training others and helping them gain the knowledge they need to grow within their careers. While I have most of my experience in the business world, I believe that a strong understanding in Math can lay the groundwork for building the life of your dreams. In my spare time, I enjoy cooking, travel, spending time with my family, strength training, and learning new skills that enrich my life ranging from the piano to...
Education & Certification
- Florida Atlantic University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 6
- Series 24
- Series 79
- +25 subjects

Ben: Portland Series 7 course instructor
...to change the future. My core attributes are analysis, organization, and business communication. I have started and/or managed 6 companies, including marketing research, investment banking, software development, a pension fund, personal care, and a business consulting firm. I have an inquisitive nature, with deep knowledge and interests in business, marketing, demographics, technology and science, international commerce, and outsourcing. I have performed hundreds of business projections/forecasts for entities in all economic sectors, giving me a quick...
Education & Certification
- The University of Alabama - Bachelor of Science, Finance
- University of North Carolina at Wilmington - Master in Management, Business Administration and Management
Subject Expertise
- Series 7
- Series 24
- Series 63
- Microsoft Excel
- +43 subjects

Brent: Portland 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
- AP United States History
- Financial Accounting
- Executive Functioning
- +120 subjects

Angela: Portland Series 7 course instructor
...Taking the time to understand an individual's needs, objectives, and the way they learn best is paramount in achieving success. My relevant qualifications include an MBA, CDFA, Series 7 & 66 Licenses, and educating and presenting to audiences and teams for over a decade. My business experience includes launching three businesses, implementation of different business models, niche branding, marketing, operations and client acquisition and retention. I volunteer my time educating women facing life changing events...
Education & Certification
- Walsh College of Accountancy and Business Administration - Bachelor in Business Administration, Business, General
- Walsh College of Accountancy and Business Administration - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- Series 86
- Series 24
- +28 subjects

David: Portland Series 7 course instructor
...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 with instruction on understanding many topics surrounding the functioning of business, economics, and a wide array of other topics.
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
- High School Economics
- College Economics
- +14 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- SIE
- Series 10
- Series 63
- +9 subjects

Anubhav: Portland Series 7 course instructor
...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 and school prep), and professional certifications in project management (PMP and its variants). I really enjoy these test prep and professional...
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
- Real Estate License
- Series 24
- PMP
- +50 subjects
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 7
- NASAA - North American Securities Administration Association
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects

Brandy: Portland Series 7 course instructor
...Series 7 licensed. I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree in Psychology.
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 63
- +1 subjects

Valentina: Portland Series 7 course instructor
...66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 7
- Series 63
- FINRA - Financial Industry Regulatory Authority
- SIE
- +4 subjects

Audrey: Portland Series 7 course instructor
...Assistant. I tutored a final year class of students in Auditing using a case study approach. I also taught a second year Hospital Accounting class that emphasized cost accounting. All of my students graduated and have successful careers. I also have more than 20 years experience in the auditing, government, public finance and project management, fixed income (bonds), mutual fund, and financial services industry. I use my knowledge and experience to help students visualize their...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- CFA
- CPA
- Series 66
- +26 subjects

Fahad: Portland Series 7 course instructor
...James Madison University in Virginia with a Bachelors in Business Administration and a concentration in Finance. I have worked in the financial industry for the last 10 years. Currently, I am a VP at a Wealth Management firm in New York City where I help clients make smart choices about investments and financial planning. I enjoy explaining financial and economic concepts to clients and students. I have helped colleagues and students pass standardized tests related...
Education & Certification
- James Madison University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Finance
- Algebra
- Statistics
- +27 subjects

Kevin: Portland Series 7 course instructor
...experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 65
- Series 30
- Series 3
- +41 subjects

David: Portland Series 7 course instructor
...where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a high school/college mentoring program in the area. I believe I can help students who may not have the help they need at home or at school.
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- AIFA - Applied Investment and Finance Analyst Certification Exam
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- Series 66
- +151 subjects