

Alan's profile, diploma and contact details have been verified by our experts
Alan
- Rate US$90
- Response 2h
-
Students3
Number of students Alan has accompanied since arriving at Superprof
Number of students Alan has accompanied since arriving at Superprof

US$90/hr
1st lesson free
- Series 7
Series 7 Exam Tutor | Licensed Finance Professional | Exam-Focused Coaching | Results Driven Prep
- Series 7
Lesson location
Recommended
Alan is a respected member of our tutor community. He is highly recommended for his commitment and the quality of his lessons. An excellent choice to progress with confidence.
About Alan
Hi, I’m Alan — a licensed finance professional (SIE, Series 7, Series 63) currently working in the financial services industry. I understand how overwhelming these exams can feel because I’ve taken and passed them myself while working full-time.
My approach is simple: I don’t just review content — I teach you how to think like the exam.
In our sessions, we focus on:
• Breaking down complex topics (especially options and suitability)
• Mastering exam math and formulas
• Identifying common trick questions
• Building a realistic 2–4 week pass plan
• Strengthening weak sections quickly
I specialize in helping students who:
• Scored 50–60% on practice exams
• Feel overwhelmed by volume
• Need to pass to keep their job
Every session is structured, practical, and focused on passing — not just reviewing.
If you're ready to improve your score quickly and confidently, let’s build a plan together.
About the lesson
- Compulsory School
- Collège
- Secondary School
- +9
levels :
Compulsory School
Collège
Secondary School
Première
Terminale
BTS
Higher Education
Adult Education
Master
Doctorate
MBA
Pre-School
- English
All languages in which the lesson is available :
English
I’m a licensed finance professional with real-world industry experience, specializing in helping candidates pass the Series 7 efficiently and with confidence. My lessons focus on the topics that matter most on the exam, how FINRA actually structures questions, and how to avoid common traps that cost points.
Each session is tailored to your experience level and exam timeline. We’ll break down complex areas like suitability, options, bonds, and customer accounts into clear, practical explanations and apply them to exam-style questions. I also help you create a focused study plan between sessions so you always know exactly what to work on.
These lessons are ideal for first-time test takers, retakes, or anyone scoring in the 60s–70s and needing a targeted approach. The goal is simple: raise scores, build confidence, and help you walk into exam day prepared.
Recommendations
Recommendations come from relatives, friends and acquaintances of the teacher
I know Alan from a relationship responsibility I had to supervise him while he served as a teaching missionary in Peru. Not only did he have to learn effective teaching methods but he had to do so in a foreign language. He did very well. He learned the language well and then was able to teach effectively as he learned and implemented powerful teaching methods that were taught to him as a missionary. What I came to appreciate about Alan’s approach was his sincerity. He truly had the interests of his student in mind. Therefore his approach became understandable and successful with those who applied the teachings he provided. Therefore, I am pleased to recommend Alan as a teacher and mentor to those who may fall under his tutelage.
Alan is super patient with people and would be able to help the students he works with.
Alan and I have known each other for nearly 20 yrs.
He's someone who's always had a desire for continual progress and makes it happen
Much of the hard work he does is behind the scenes and his results speaks volumes to that work ethic
Though him and I have been involved at different financial firms we both went through the securities licensing experience about the same time and each got fully licensed.Alan is very kind, patient, knowledgeable, and communicative. He really cares about people and is willing to go the extra mile to help. Overall, a great and trusted individual.
I know Alan from when we were classmates, and I had the opportunity to see firsthand how dedicated and knowledgeable he is. What I appreciate most about his teaching methods is his patience. He takes the time to explain concepts clearly and makes sure you truly understand the material before moving on. He never makes you feel rushed or uncomfortable asking questions, which creates a great learning environment.
One shared experience that stands out to me was studying together for exams. Alan would break down complex topics into simple steps and use real examples to make everything easier to grasp. Thanks to his approach, I felt more confident and better prepared.
I highly recommend Alan as a tutor. His patience, clarity, and supportive attitude make him an excellent teacher for any student looking to improve and succeed.View more recommendations
Rates
Rate
- US$90
Pack prices
- 5h: US$450
- 10h: US$900
online
- US$90/h
free lessons
The first free lesson with Alan will allow you to get to know each other and clearly specify your needs for your next lessons.
- 30mins
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