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

UNCW Mark P. Tutors University of North Carolina-Wilmington Students in Wilmington, NC
$75 / hr
Cos Cob, CT
(791)
30 miles Travel Radius
In-person + Online
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 ne...
Reviews
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 S. from Hopkins, MN
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 D. from Huntington, NY
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 T. from Baltimore, MD
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 C. from Kingsport, TN
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 S. from Annapolis, MD
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 R. from New York, NY
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 C. from Canton, MA
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 T. from Hanover, VA
Did 4-5 sessions with Mark leading up to the test and he was incredibly helpful and knowledgeable for the 7. I went through 2 other tutors prior, and they weren?t a great fit. I wasn?t happy until I got a session with mark. You will not regret a few hours to help get you over the top. I passed today and can only hope I know as much as he does one day. He knows many details about the test itself.. more than other tutors, and it?s obvious he?s a vet in the industry. Easily a top choice in a sea of Wyzant options. Thank you Mark!
- Chris B. from Boston, MA
Mark was such a great help to me! I found Mark a couple of weeks before my series 7 exam. He helped me nail the topics I was stuck on. He was able to give me the perfect tips and tricks to make difficult options questions fairly easy. He was extremely helpful and patient with me. His hourly rate was great compared to other tutors as well. I was able to pass my test and it would not have been possible without Mark!
- Lisette R. from Azusa, CA
Mark has been a huge help with deciphering the language of the series 65 exam. He explains things very easily and simply, and has really helped me cut through the fog.
- Parker O. from Lexington, KY
I needed some extra help in passing my Series 7 after not passing the first time and Mark made the material much easier to understand and was always willing to help in whatever way he could. He 100% assisted in my success on my retake and I highly recommend him to somebody looking to "cross Ts and dot Is" in regard to the material. Thank you, Mark!
- Will S. from Riverview, FL
Mark was an amazing help during the homestretch of my S66 studies. Provided great clarification on some of the most difficult topics. Would 100% recommend to anyone at any point in their studies.
- Will D. from Charlotte, NC
I recently took my Series 7 after not passing the first time. Marc was very patient with me throughout our sessions! He also helped to increase my confidence when I would get to questions that I wasn?t sure of. Even throughout my actual exam, there were questions that I initially got stumped on but then I remembered how Mark explained the topic to me. I will definitely be contacting him for prep with my 63.
- Ashley M. from Brooklyn, NY
Mark is tremendous. Patient. Breaks concepts down step by step. Goes at your pace. Provides you with confidence as you make progress and breathes life into the details .
- Scott M. from Pittsburgh, PA
Mark was very helpful in furthering my understanding for SIE concepts and even came prepared with helpful guidelines and slides to streamline the process. Even after our session mark offered his number and has been available for questions and tips.
- Sarah M. from Santa Monica, CA
I failed my Series 66 and was about to lose my job at work if I didn't pass the Series 63 & 65 in the next week. I reached out to Mark and we met daily morning and night. He got me through the 63 and 65 and I got to keep my job. Thank you Mark!!!!
- Morgan C. from Raleigh, NC
Mark is extremely knowledgeable about the subjects. He is a walking textbook and more with industry experience that he uses when he explains topics. He will let you know straight up if a practice question will be on the exam or not. Enjoyed learning and conversing with Mark and wished I worked with him for my previous series exams
- Jorge M. from Jersey City, NJ
Mark is Very helpful! Patient, Kind and Informative. Really instrumental to me passing the SIE and now working on the Series 7 together. He makes it so much easier to understand.
- John C. from Naples, FL
Mark was very patient as I asked some basic questions and he explained with examples. He did a thorough review of the material and even pointed out what areas are tested.
- Amina J. from Roanoke, TX
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