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FINRA Series test prep based on practical experience
Rob P.

5.0 (412 ratings)

1,260 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $95
Contact Rob
Response time: 44 minutes
Rob P.'s Photo

FINRA Series test prep based on practical experience
FINRA Series test prep based on practical experience
Rob P.

5.0 (412 ratings)

1,260 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
5.0 (412 ratings)

1,260 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Meet Rob P.
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About Rob

Bio

Hello, my name is Rob and I learned a long time ago that if what you are studying seems complicated and overwhelming, there will always be ways to make it more interesting, more relevant and prepare you better for test and exams you need to take or papers you need to write. Having practical examples is my way of making this happen, and that is how I structure my classes, drawing on my own experience of an international banking career to make the material come alive.

The FINRA Series exams I...

Hello, my name is Rob and I learned a long time ago that if what you are studying seems complicated and overwhelming, there will always be ways to make it more interesting, more relevant and prepare you better for test and exams you need to take or papers you need to write. Having practical examples is my way of making this happen, and that is how I structure my classes, drawing on my own experience of an international banking career to make the material come alive.

The FINRA Series exams I do test preparation for are not easy; I know it because I took (and passed) a lot of them: Series 3, 4, 7, 9/10, 24, 27, 55 (now 57) and 63. Although they might seem a little overwhelming at first, once you boil the material down to the main concepts, and then apply these concepts in different situations, you will be surprised how quickly it all starts to make sense. It will still require effort, nothing comes for free, but I am looking forward to support you in the process and prepare you for the exams.

I look forward to helping you achieve your study goals for these subjects; let me know what your study goals are and I will create a tailored schedule to get to where you need to be.

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Education

Erasmus University, Rotterdam, the Netherlands
Business Economics
Erasmus University, Rotterdam, the Netherlands
MBA

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Approved Subjects

Business

Series 3,

Series 3

I have trained operations teams to understand these products and manage the risks, margin, and settlement processes around them. I use real-life situations to illustrate how futures and options are used as part of broader strategies. My training activity is based on my work as a futures and options principal for international investment banks for over 30 years.
Series 63,

Series 63

I have hands-on experience with the FINRA Series 63 material from applying it as part of my work and tutoring related subjects like Series 3, 4, 7, 9/10, 24, and 27. Connecting the material between the various tests is a great help to see the bigger picture and create a more intuitive understanding in preparation for the Series 63 test.
Series 7

Series 7

I have trained operations teams on financial markets, products, and regulations, using my own experience as a General Securities Principal (Series 24), Financial and Operations Principal (Series 27), and Futures & Options Principal (Series 3). I use real-life situations I have encountered in my career to illustrate the Series 7 content and make it come to life and easier to understand and remember.

Test Preparation

Series 3,

Series 3

I have trained operations teams to understand these products and manage the risks, margin, and settlement processes around them. I use real-life situations to illustrate how futures and options are used as part of broader strategies. My training activity is based on my work as a futures and options principal for international investment banks for over 30 years.
Series 63,

Series 63

I have hands-on experience with the FINRA Series 63 material from applying it as part of my work and tutoring related subjects like Series 3, 4, 7, 9/10, 24, and 27. Connecting the material between the various tests is a great help to see the bigger picture and create a more intuitive understanding in preparation for the Series 63 test.
Series 7

Series 7

I have trained operations teams on financial markets, products, and regulations, using my own experience as a General Securities Principal (Series 24), Financial and Operations Principal (Series 27), and Futures & Options Principal (Series 3). I use real-life situations I have encountered in my career to illustrate the Series 7 content and make it come to life and easier to understand and remember.

Ratings and Reviews

Rating

5.0 (412 ratings)
5 star
(406)
4 star
(4)
3 star
(2)
2 star
(0)
1 star
(0)

Reviews

Series 66

I worked with Rob last in 2023 and helped me pass my Series 7. Which is why I am working with him now through my Series 66. Rob engages you with real life applications. Cutting through all the miscellaneous fluff. Drilling down to the important topics. Rob's lessons are very interactive. He will expand one question into 20. I found this particularly helpful in preparing me for the actual testing experience.

Robert, 19 lessons with Rob

Not only knowledgeable. But positive and upbeat

This is my second time working with Rob. I find him to break down questions and information in a way that is completely understandable. I tend to overthink questions. Rob is a great resource of knowledge and very strategic in how to approach each question.

Mikiyon, 4 lessons with Rob

Fantastic

Rob was terrific. He was Friendly, helpful and worked through questions and objectives that I had. I would use him again and recommend him to anyone who might be preparing for a FINRA exam

Josh, 6 lessons with Rob

Fantastic

Rob was terrific. He was Friendly, helpful and worked through questions and objectives that I had. I would use him again and recommend him to anyone who might be preparing for a FINRA exam

Josh, 6 lessons with Rob

Highly Recommend Rob!

Rob goes above and beyond to make sure you will be ready for the test. I am prepping to take the Series 7 exam and he provides you with real life examples and a work flow that helps put it into practice. Rob knows his stuff but always knows how to deliver his knowledge in a way for all learners to understand. He makes difficult concepts easier. I will no doubt continue lessons up until the test so that I can pass. It’s easy to tell that Rob cares. I met with a few tutors prior that would shift to completely different topics and Rob focuses in on what you need and gets after it right away. Thank you! I am looking forward to building more knowledge.

Bryan, 4 lessons with Rob

Knowledgeable, and very helpful

Rob was great, had worksheets, and is very knowledgeable about the material we covered during my session. He followed up, and walked me through his worksheets. I would use him again in the future for any exam help I would need.

Oscar, 2 lessons with Rob

Knowledgable and patient

First lesson with Rob was great! He is a great listener, guide and tutor. We got right into content without wasting any time. He also gave me good input on how to spend my study time and how to prepare for testing.

Charissa, 4 lessons with Rob

Adjusts to visual learners.

Rob was super insightful and really adjusted his services to give me a more visual approach to studying. He was great and we have another session scheduled for a later time!

Haley, 2 lessons with Rob

Knowledgeable, and very helpful

Rob was great, had worksheets, and is very knowledgeable about the material we covered during my session. He followed up, and walked me through his worksheets. I would use him again in the future for any exam help I would need.

Oscar, 2 lessons with Rob

Knowledgeable, patient and explains topics very well

Rob is extremely dedicated to making whatever material he is teaching understandable. He is extremely patient and always confirms with me that I understand before moving on. Rob also has an amazing memory. He recalls previous lessons and links topics to create additional clarity.

Steve, 7 lessons with Rob
Hourly Rate: $95
Response time: 44 minutes
Contact Rob