If you are interested in working with a private instructor or taking a Houston Series 7 exam prep course, 51Թ can lend a helping hand as you go after your professional goals. Whether you've been studying securities at Texas Southern University, Houston Baptist University, or any local institution, our educational consultants can work with you to get you set up with an excellent prep option that can take your study efforts to a new level. The Series 7 exam is administered by the FINRA and is used to assess your abilities as a general securities representative. Before you are eligible for this exam, you will need to pass the SIE, or Securities Industry Essentials exam, as well as have a sponsor in the form of a FINRA member firm. Let's explore the opportunities that can support you as you go after your professional goals.
What kind of topics can Houston Series 7 exam prep help me to review?
The General Securities Representative Qualifying Exam, or the Series 7 exam, consists of four sections that focus on the primary responsibilities of an entry-level securities representative. These responsibilities include: Provides Customers with Information About Investments, Makes Suitable Recommendations, Transfers Assets and Maintains Appropriate Records; Opens Accounts After Obtaining and Evaluating Customers' Financial Profile and Investment Objectives; Obtains and Verifies Customers' Purchase and Sales Instructions and Agreements; Processes, Completes and Confirms Transactions; Seeks Business for the Broker-Dealer from Customers and Potential Customers. Each of these sections covers a range of topics that you will need to be competent in, including sales of corporate securities, direct participation programs, and investment company securities.
During Houston Series 7 exam prep, you can dive beyond the content of the test into test-taking strategies that can help you feel more confident as you take the exam. You will have just under four hours to complete the 125 multiple-choice questions, so you will need to exercise strong time management abilities in order to get the most out of the time you have on the test. For example, you can work on reading each question carefully to ensure that you fully understand what each one is asking.
What kind of perks do the different types of Houston Series 7 exam preparation have to offer?
51Թ can connect you with two effective test prep options: individualized instruction and online courses. There is a breadth of advantages that come with each type; however, you can choose to participate in a mix of the two. No matter which option you choose to take, you can rely on expert instruction from a mentor who understands the obstacles in your way. Here, we will talk about the advantages of each type of Series 7 exam prep.
When you register for a Houston Series 7 exam prep class, you can learn alongside a class of your peers under the instruction of an expert mentor. Classes are held entirely online through our Live Learning Platform, which allows you to participate in collaborative lessons through video chat and the virtual whiteboard. Your class instructor can lead you and your peers in in-depth discussions about the different aspects of the exam, which can help you gain a stronger understanding of the contents of the test. During classes, you can share your knowledge with your peers, get feedback from your teacher, and engage in a variety of activities designed to encourage your grasp of topics like the rights of common stockholders.
Perhaps you prefer to learn under personalized instruction. You can connect with an excellent Houston Series 7 exam tutor who can appeal to your individual needs. One-on-one instruction takes a unique approach to your test prep. Your private mentor can familiarize themselves with your testing and professional goals, as well as your learning preferences, interests, strengths, and areas of opportunity. This allows them to form a custom lesson plan that focuses on the areas of the Series 7 exam that you'd rather review. Studying with a personal instructor can help you deepen your understanding of entry-level general securities topics through in-depth discussions, customized materials, and other activities.
How can I get started with Houston Series 7 exam prep?
No matter what kind of Houston Series 7 exam prep that you choose, you can enjoy flexible and convenient lessons. New class sections start anew each month at concurrent times to allow any student the opportunity to prepare. If you opt to engage with a private instructor, you can choose to study with them online through our Live Learning Platform or arrange to meet with them in person at a place of your choosing. Reach out to the educational consultants at 51Թ to get started today!

Vikram: Houston Series 7 test prep instructor
I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 7
- Series 63
- CFA
- Exam IFM - Investment and Financial Markets
- +29 subjects

Damion: Houston Series 7 test prep instructor
...give to a person, and I try my best to do that every day. I believe that my style of tutoring, which involves intense collaboration, is conducive to helping students succeed. My ability to prepare and explain subject matter is of utmost quality. Moreover, my penchant for connecting with students on a personal level makes the tutoring experience enjoyable for everyone. I currently hold a Master's Degree in Accounting from the University of Texas and...
Education & Certification
- Saint Edward's University - Bachelors, Accounting
- The University of Texas at Austin - Master of Science, Accounting
Subject Expertise
- Series 7
- Insurance License
- CPA
- CFA
- +114 subjects

Evette: Houston Series 7 test prep instructor
...over 25 years as an accounting professional, I am transitioning to a teaching career. I recently completed the requirements for a Graduate Certificate of College Teaching from Texas A&M, and I have begun teaching Managerial Accounting at Houston Community College. I now have an opportunity to share my knowledge. My extensive experience in accounting, auditing and financial reporting, combine with my recently acquired knowledge of college student development, adult learning styles and trends in pedagogy,...
Education & Certification
- Louisiana Tech University - Bachelor of Science, Accounting
- Louisiana Tech University - Master of Science, Accounting
Subject Expertise
- Series 7
- CPA
- Test Prep
- High School Business
- +20 subjects

Johnny: Houston Series 7 test prep instructor
...and a undergraduate from the University of Houston-Victoria with honors( cum laude). While serving in the Army I was an Instructor and I also studied to become a math teacher, but changed majors into Finance. Every since my military days I enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Series 26
- Series 65
- Series 6
- +14 subjects

David: Houston Series 7 test prep instructor
...Junior at Clemson University where I am an Honors Student, Dixon Global Policy Scholar and a member of the Clemson British Parliamentary Debate Team. As a junior in high school, I was a math tutor for Algebra I through a school sponsored program. I was assigned 2-3 students that I worked with three times a week throughout the year. My students improved from failing students to B students. I focused not only on helping them...
Education & Certification
- Clemson University - Current Undergrad Student, Economics
Subject Expertise
- Series 7
- Microeconomics
- Economics
- Physics
- +62 subjects

Godswill: Houston Series 7 test prep instructor
...Engineering, MSc degree in Computer Science and an MBA in Finance. I graduated magna cum laude with Bachelor's degree in Mechanical Engineering with specialization in Computational Fluid Dynamics (CFD). I was also the third best student in my graduating class. As an engineering student, I started out helping my two younger siblings with their high school homework in Math, Physics and several science subjects. Their friends quickly joined the study group and I eventually found...
Education & Certification
- Rivers State University - Bachelor of Engineering, Mechanical Engineering
- Texas Southern University - Master of Science, Computer Science
Subject Expertise
- Series 7
- Series 79
- SIE
- PRAXIS
- +138 subjects

Karen: Houston Series 7 test prep instructor
...Finance at the Kelley School of Business at Indiana University-Bloomington. I have 8+ years of experience tutoring students from ages 7-40 years old. Patience with each of my students is what helps me be the best tutor in their learning process. I don't teach students but rather I involve them in the learning process so that they can be confident when solving the problems at hand. What motivates me to tutor in subjects ranging from...
Education & Certification
- Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
- Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- Professional Certifications
- Mandarin Chinese 1
- +61 subjects

Kyle: Houston Series 7 test prep instructor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 7
- Series 6
- Series 63
- Insurance License
- +11 subjects

Robin: Houston Series 7 test prep instructor
...I believe in empowering them to reach their full potential, both academically and professionally. Throughout my career, I have been dedicated to mentoring individuals, guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Series 65
- Series 6
- +23 subjects

Nelly Fleur: Houston Series 7 test prep instructor
...the art of using good methodologies made assisting people in need a part of who I am. I have heard and even felt defeated when trying to overcome a challenge that requires a certain knowledge or assemblage of logic and rules. But I believe that with a proper combination of knowledge, emotions, and actions, each person can embrace his or her inner geek. The students that I tutor find joy and confidence in their learning...
Education & Certification
- Bloomfield College - Bachelors, Finance/Mathematics
Subject Expertise
- Series 7
- Canadian French Language Proficiency
- Algebra 2
- ACCUPLACER College-Level Math
- +69 subjects

Mark: Houston Series 7 test prep instructor
...7 Tutor I like to help people pass: The Series # 7 - # 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE....
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 9
- SIE
- Series 10
- +73 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Pre-Algebra
- High School Political Science
- +66 subjects

Scot: Houston Series 7 test prep instructor
...University. I received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 24
- SIE
- Series 9
- +12 subjects

Karen: Houston Series 7 test prep instructor
...I graduated with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- Real Estate License
- Series 10
- +22 subjects

Aaron: Houston Series 7 test prep instructor
...being a student of the financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 7
- CFP
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects

Nicholas: Houston Series 7 test prep instructor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 7
- PMP
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFA
- +43 subjects

Hal: Houston Series 7 test prep instructor
...foundation of society and that personal growth and betterment are natural to each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs,...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 7
- CFA
- Series 3
- Series 27
- +171 subjects
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 65
- Series 66
- Series 6
- +65 subjects

John: Houston Series 7 test prep instructor
...industry, I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve their goals and pass...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +1 subjects

Richard: Houston Series 7 test prep 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
- Series 63
- CPA
- CFP
- +31 subjects