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Series #67,63,66 made easy by John. Registered Options Principal CBOE
John S.

435 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $75
Response time: 16 minutes
John S.'s Photo

Series #67,63,66 made easy by John. Registered Options Principal CBOE
Series #67,63,66 made easy by John. Registered Options Principal CBOE
John S.

435 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

435 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About John


Bio

I am a former financial services professional with years of experience with registered Broker/Dealers including Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE principal certifications including: series SIE, series #4 ROP, 6 MF, 7 RR, 8 SUP, 12 BOM 24 GSP, 27 FINOP, 53 MUNI, 63 STATE, 65 INV ADV and 66 LAW. Over the past ten years. I've had a success rate of 99% having worked with over 500 students of all ages.

I use my own created 600 slide power point...

I am a former financial services professional with years of experience with registered Broker/Dealers including Northwestern Mutual in the Chicago area. I have held numerous NASD and NYSE principal certifications including: series SIE, series #4 ROP, 6 MF, 7 RR, 8 SUP, 12 BOM 24 GSP, 27 FINOP, 53 MUNI, 63 STATE, 65 INV ADV and 66 LAW. Over the past ten years. I've had a success rate of 99% having worked with over 500 students of all ages.

I use my own created 600 slide power point presentation and/or a review of the study material along with an analysis of the practice exams results.

I'm a former Registered Options Principal for ten years with the Chicago Board Options Exchange and a FINRA Arbitrator. I'm available for tutoring in my Wilmette home or via the Skype application. Over the past ten years I've had a success rate of 99% having worked with over 500 students of all ages.
Quick review for Series #7 one hour for $100.


Education

DePaul University
Business

Policies

  • Hourly Rate: $75
  • Rate details: The group rate of $60.00 per hour per student is available to groups of two or more students. All sessions are a minimum of two hours.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 5/14/2013

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Series 6,

Series 6

During my 30 year career in financial service, I maintained the series #6, "Investment company products/Variable contracts Limited Representative Exam". I qualified for the series #6 by examination with the National Association of Security Dealers. Also, over the past ten years I have successfully tutored some 500+ students for this exam.
Series 63,

Series 63

During my 30+ years career in financial services, I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #63 with the National Association of Security Dealers. I proceeded to use this information/knowledge on a daily basis while employed by Chicago based brokerage firms. This exam was a state of Illinois requirement that went hand in hand with the Series #7 and series #66 exams.
Series 65,

Series 65

During my 30 year career in financial services, I maintained the series #65, "Uniform Investment Adviser Law Exam". I qualified for the series #65 by examination with the National Association of Security Dealers. I used this information/knowledge throughout my career. Also, over the past ten years I have successfully tutored some 500+ students for this exam.
Series 66,

Series 66

During my 30 year career in financial services, I maintained the series #66,"Uniformed Combined State Law Exam". I qualified for the series #66 by examination with the National Association of Security Dealers. I used this information/knowledge throughout my career. Also, over the past ten years, I have successfully tutored some 500+ students for this exam.
Series 7

Series 7

During my 30+ years career in financial services I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #7. I used this information/knowledge on a day to day basis throughout my career. This series #7 Registered Representative exam is required by the National Association of Security Dealers for anyone that solicits investments in financial instruments of various kinds. Over the past ten years I have successfully tutored some 500+ students.

Test Preparation

Series 6,

Series 6

During my 30 year career in financial service, I maintained the series #6, "Investment company products/Variable contracts Limited Representative Exam". I qualified for the series #6 by examination with the National Association of Security Dealers. Also, over the past ten years I have successfully tutored some 500+ students for this exam.
Series 63,

Series 63

During my 30+ years career in financial services, I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #63 with the National Association of Security Dealers. I proceeded to use this information/knowledge on a daily basis while employed by Chicago based brokerage firms. This exam was a state of Illinois requirement that went hand in hand with the Series #7 and series #66 exams.
Series 65,

Series 65

During my 30 year career in financial services, I maintained the series #65, "Uniform Investment Adviser Law Exam". I qualified for the series #65 by examination with the National Association of Security Dealers. I used this information/knowledge throughout my career. Also, over the past ten years I have successfully tutored some 500+ students for this exam.
Series 66,

Series 66

During my 30 year career in financial services, I maintained the series #66,"Uniformed Combined State Law Exam". I qualified for the series #66 by examination with the National Association of Security Dealers. I used this information/knowledge throughout my career. Also, over the past ten years, I have successfully tutored some 500+ students for this exam.
Series 7

Series 7

During my 30+ years career in financial services I maintained the series #7, 63, 65 & 66 and the Registered Option Principal certification. I qualified by examination of the Series #7. I used this information/knowledge on a day to day basis throughout my career. This series #7 Registered Representative exam is required by the National Association of Security Dealers for anyone that solicits investments in financial instruments of various kinds. Over the past ten years I have successfully tutored some 500+ students.

Examples of Expertise


John has provided examples of their subject expertise by answering 11 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

4.8 (62 ratings)
5 star
(56)
4 star
(3)
3 star
(2)
2 star
(0)
1 star
(1)

Reviews

Recommend John without hesitation and am so thankful we found him!

My son failed his first attempt at the Series 7 exam and obviously realized he needed assistance. I connected with WyzAnt reviewing various tutors’ credentials and experience. I fortunately selected a wonderful instructor named John S. My son soon learned John was extremely knowledgeable about the test information and easily related to his somewhat unusual learning style, breaking down complicated information into understandable, applicable knowledge. John, two weeks before the scheduled test unfortunately had a medical issue requiring hospitalization. Unbelievably John, from his hospital bed, continued his Skype contact and remarkably continued lessons with my son, making sure he was ready for the test. This type of dedication is rarely seen. The end result was SUCCESS my son passed the test and attributes this to John’s incredible knowledge and teaching skills. I recommend John without hesitation. He is a hugely valuable asset for those requiring tutelage.

Jane, 24 lessons with John

Very knowledgeable and helpful.

John was collaborative and helped walk through individual questions with me. His tutoring was insightful and useful as I continue to prep particularly on options questions for the exam.

Jonathan, 2 lessons with John

Great Series 63 Tutor

John's powerpoint lectures are very helpful to review. He is extremely knowledgeable with any questions that I have on the material. I look forward to more sessions and passing the exam in April.

Wayne, 12 lessons with John

Great teacher!

Very knowledgeable! Patient and very helpful! He is willing to work with what ever you need help with! Looking forward to the next few session!

Joy, 1 lesson with John

Well in depth

John really took his time on going in-depth on each topic. Expanding on the most important inforamation that would be testable. John was patient and helped ever with memorable acronyms.

Jerrod, 4 lessons with John

Series 63

John is a great instructor. He is prepared and gives clear and relatable examples in his content explanations. I Highly recommend John John is a great instructor. He is prepared and gives clear and relatable examples in his content explanations. I Highly recommend John

JAMES, 2 lessons with John

Encouraging and helpful!

I passed my SIE on the first try and give a lot of the credit to John! Through his PowerPoints and practice questions I felt well equipped to conquer the exam. I am currently working with John to prepare for the Series 7 top off and have no doubt I will be 100% ready in the upcoming weeks with John’s help and knowledge!

Ashley, 7 lessons with John

Encouraging Teacher

John has been helping me prepare for my SIE exam. For me, I’m someone that needs a confidence boost and I need someone to tell me when I’m prepared I feel well equipped to tackle this exam.

Ashley, 7 lessons with John

series 6 ...

John is very knowledgeable..and did not mind me interrupting him and asking questions and he had good explanations for my understanding. I feel confident John will help me pass the series 6 Finally!!

Barbara, 3 lessons with John

Knowledgeable and kind.

John was helpful in pointing out concepts that would show up on the test and areas where the information wasn't as clear. I really appreciate his teaching style and flexibility in arranging for times to meet.

Helen, 2 lessons with John
Hourly Rate: $75
Response time: 16 minutes
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