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Mark P 15 years as an instructor and tutor for FINRA licensing exams.
Mark P.

2,702 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $75
Response time: 2 hours
Mark P.'s Photo

Mark P 15 years as an instructor and tutor for FINRA licensing exams.
Mark P 15 years as an instructor and tutor for FINRA licensing exams.
Mark P.

2,702 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

2,702 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Mark


Bio

I have spent more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson and instructor for securities licensing exams. For these positions, I have passed the Series 3. 7, 55, 63, 86 and 87 exams as well as CFA Levels 1 and 2.

Nearly 15 years ago, I became an instructor for FINRA exams and the CFA program at several leading financial training companies. I currently provide tutoring on the SIE, Series 7, 63, 65 and 66 exams. Whether you...

I have spent more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson and instructor for securities licensing exams. For these positions, I have passed the Series 3. 7, 55, 63, 86 and 87 exams as well as CFA Levels 1 and 2.

Nearly 15 years ago, I became an instructor for FINRA exams and the CFA program at several leading financial training companies. I currently provide tutoring on the SIE, Series 7, 63, 65 and 66 exams. Whether you need extra instruction in one or more subject areas of an exam or prefer more personalized instruction, I will make certain you are fully prepared to pass your exam.

My goal is to have clients' preparation for their exam go as quickly and efficiently as possible. Tutoring sessions focus on any area that the client and I believe we can improve performance in a significant way. Outside of tutoring sessions, clients are free to text or email me with questions on any area covered in the tutoring sessions or on any of the subject matter on the exam.

If you are considering whether tutoring can help in your preparation. let's schedule a call. We can discuss the exam and in what subject areas I can help with. If you decide you would like to move forward with tutoring, we can develop a plan to have you ready to pass your exam.


Education

SUNY- Oneonta
Business
SUNY- Binghamton
MBA
Hofstra University
J.D.

Policies


Schedule

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Approved Subjects

Business

Series 6,

Series 6

I have been an instructor and tutor for the Series 6 licensing exam for nearly 15 years with several leading financial training companies and currently as a private tutor. In addition, I have spent 30 years in the financial services industry as a research analyst and trader in equity and fixed income markets; areas that are extensively covered on the exam.
Series 63,

Series 63

For over more than 30 years, in the financial services industry, I have held the Series 63 license. For the past 15 years I have been preparing individuals for the exam as an instructor at several leading financial training companies and as a private tutor.
Series 65,

Series 65

I have been preparing individuals for the Series 65 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as private tutor. During this time, I also instructed on parts of the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to this experience, my career in the financial services industry has been as a research analyst and institutional salesperson covering equity and fixed income markets. These roles encompassed many of the products, financial concepts and analysis techniques covered on the exam.
Series 66,

Series 66

I have been preparing individuals for the Series 66 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as a private tutor. During this time, I also instructed on the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to my experience as an instructor and tutor on the exam, my career in the financial services has been as a research analyst and institutional salesperson for equity and fixed income markets. These roles encompassed many of the products, financial concepts and analysis techniques covered on the exam.
Series 7

Series 7

I have more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson as well as an instructor/tutor for FINRA exams and the CFA program. In these roles, apart from instructing, I have had significant experience with most of the subject matter covered on the exam. If you need some further instruction on products, tackling the suitability question or the myriad rules and regulations, I can help you have an in-depth understanding of all products, know how to handle any suitability questions and provide tips and perspectives on rules and regulations to be able to remember them.

Test Preparation

Series 6,

Series 6

I have been an instructor and tutor for the Series 6 licensing exam for nearly 15 years with several leading financial training companies and currently as a private tutor. In addition, I have spent 30 years in the financial services industry as a research analyst and trader in equity and fixed income markets; areas that are extensively covered on the exam.
Series 63,

Series 63

For over more than 30 years, in the financial services industry, I have held the Series 63 license. For the past 15 years I have been preparing individuals for the exam as an instructor at several leading financial training companies and as a private tutor.
Series 65,

Series 65

I have been preparing individuals for the Series 65 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as private tutor. During this time, I also instructed on parts of the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to this experience, my career in the financial services industry has been as a research analyst and institutional salesperson covering equity and fixed income markets. These roles encompassed many of the products, financial concepts and analysis techniques covered on the exam.
Series 66,

Series 66

I have been preparing individuals for the Series 66 licensing exam for nearly 15 years, first as an instructor at several leading financial training firms and currently as a private tutor. During this time, I also instructed on the CFA exam and led learning and development courses on capital markets at large investment firms. In addition to my experience as an instructor and tutor on the exam, my career in the financial services has been as a research analyst and institutional salesperson for equity and fixed income markets. These roles encompassed many of the products, financial concepts and analysis techniques covered on the exam.
Series 7

Series 7

I have more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson as well as an instructor/tutor for FINRA exams and the CFA program. In these roles, apart from instructing, I have had significant experience with most of the subject matter covered on the exam. If you need some further instruction on products, tackling the suitability question or the myriad rules and regulations, I can help you have an in-depth understanding of all products, know how to handle any suitability questions and provide tips and perspectives on rules and regulations to be able to remember them.

Ratings and Reviews


Rating

5.0 (807 ratings)
5 star
(796)
4 star
(9)
3 star
(1)
2 star
(0)
1 star
(1)

Reviews

Mark is the Best of the Best

I found Mark a few weeks prior to taking the Series 7. He helped me hone in on the sections I was struggling with like munis, suitability and options. I know for a fact that I would not have passed without his wealth of knowledge and guidance. He's understanding, down to earth and has a way of explaining things so they make sense. I appreciated his flexibility, patience and willingness to help me, and would recommend him to anyone. It was crazy to see the difference he made in just a few short weeks. He has a ton of tips and ticks to help you learn and remember certain concepts that came in handy during the exam. I'm very grateful to have found him when I did.

Jordyn, 17 lessons with Mark

Patricio salem

Great teacher Highly recommended I had to get ready for the test in 2 weeks and he made a great schedule and was able to communicate the information really easy.

Patricio, 3 lessons with Mark

Knowledgeable and detailed

Mark has taught me to understand the series 66, not just memorize it. He gives me examples and helps explain the question and what they are looking for in the question. He has given me the tools and encouragement I need to pass the test.

Julie , 2 lessons with Mark

PASSED Series 7

Mark was a huge help in helping me nail down options, municipals and many other topics. I was struggling with the Series 7 exam and Mark made it possible for me to pass! Very grateful for his help!!

Maleigh, 7 lessons with Mark

Mark is just what I needed to pass my 65!

After three attempts to pass my 65, I turned to Mark to get me past my hurdle. We met once a week to do practice quizzes, break down questions, and really understand topics that I was struggling with like hedging strategies and so on. Mark is truly is a master at the 65 and helped me feel confident about my exam. I finally passed my exam this morning and could not have done it without him!

Sophia, 4 lessons with Mark

Mark is super

Mark helped my son pass the SIE. He was terrific. He knows his business and communicates well. He was excellent in every way. We could not ask for a better tutor.

Marvin , 11 lessons with Mark

Mark is an amazing tutor!

After a few attempts at the series 7 I turned to Mark for assistance. Mark is very knowledgeable on all things Series 7. He is patient and an excellent teacher. The studying strategies he provided me with are what got me to pass the exam. Mark would be an excellent asset to anyone taking the series 7 and I’m so very appreciative for all his help!

Liam, 4 lessons with Mark

Mark got me to pass!

I interviewed various tutors prior to selecting who I would work with and I am SO glad I picked Mark! Mark stood out from day one, he is very professional has a knowledge of the material like no other and really took the time to breakdown each concept for me. I wanted to leave my test taking experience not just passing but having a thorough grasp on all the material and I attribute this to Mark. He guided me through my Series 7 and 66 studying and I cannot recommend him enough! Highlights: extremely responsive, flexible with my busy work schedule, has his own PowerPoints that breakdown all material, very genuine and dedicated to helping you in any way he can

Carolina, 11 lessons with Mark

Mark is the best!

Mark is patient and very knowledgeable. It helps so much when dealing with difficult material to have someone who puts you at ease. Mark was so pleasant to deal with, was flexible with his schedule, and knew exactly what to focus on to get through the Series 66. I would highly recommend Mark!

Kate, 1 lesson with Mark

Mark is great. Very patient and goes at your pace.

We worked on margins the 1st session. Feel much more comfortable on that area now. We will focus on option the next time. He is a great tutor. Is very patient and does not push through too fast.

LISA, 4 lessons with Mark
Hourly Rate: $75
Response time: 2 hours
Contact Mark