Featured Review:
Mark is the Best of the Best
Jordyn, 17 lessons with MarkI 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...
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...
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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