Services Page

“Am I Ready?” Exam Simulation – $125 (2 hours)

This two-hour live session is designed to simulate a real exam environment while providing expert guidance in real time. You’ll take a full-length practice exam alongside a licensed financial tutor who evaluates your timing, confidence, accuracy, and understanding of key topics. This isn’t just about scores — it’s about identifying your strengths and exposing your blind spots before you sit for the actual exam.

At the end of the session, you’ll receive a detailed performance breakdown and professional feedback. If you're ready, we’ll confirm it. If not, you’ll get a focused study plan to ensure you’re on track for a passing score. This service is perfect for students approaching their test date who want honest, experience-based insight before making the decision to register.

Understanding Options – $390 (6-hours total)

Options can be one of the most challenging topics on the Series 7 exam. This six hoursix-hour of total time, broken into multiple parts, is designed for students who want to master calls, puts, spreads, straddles, and advanced strategies with clarity and confidence. You’ll learn through real-world examples, visual aids, and practice questions tailored to FINRA’s testing style.
We break down options from the ground up — covering terminology, pricing mechanics, risk profiles, and suitability. You’ll finish the session not just knowing the formulas, but truly understanding the logic behind each strategy. Whether you’re starting fresh or looking to boost your score on the options section, this deep dive will give you the edge you need.

1-on-1 Tutoring – $75/hour

Our most popular service provides personalized, one-on-one tutoring for the SIE, Series 6, 7, 63, 65, or 66 exams. These sessions are fully tailored to your pace, learning style, and knowledge level. Whether you’re brand new to securities or returning for a license renewal, you’ll get targeted instruction that simplifies complex concepts and builds lasting understanding.

Each session focuses on mastering core topics — from market structure and regulatory bodies to product types, suitability, and strategies. You’ll also receive practice questions, exam tips, and guided walkthroughs to reinforce what you’ve learned. With over a decade of industry experience, we bring real-world relevance into every session, so you not only pass your exam but also understand the “why” behind the answers.

Exam Strategy Session – $75 (1 hour)

The Exam Strategy Session is ideal for students who know the material but struggle with test-taking. In this focused one-hour session, we’ll walk through essential techniques for time management, question interpretation, educated guessing, and flagging items for review. You’ll learn how to maximize your score by answering smarter, not just studying harder.
We’ll also review your current approach and customize strategies to your unique strengths and weaknesses. Whether you’re battling exam anxiety or getting tripped up by tricky wording, this session is designed to build confidence and improve performance under pressure. It's a powerful add-on before your test date or after completing a content review.

Email Support Package – $50/week

Get the support you need between sessions with the Email Support Package. This service allows you to ask questions, get clarification, or seek guidance throughout your study week — even when you're not in a live session. It’s ideal for students who want quick answers without having to book extra tutoring hours.

Whether you’re stuck on a tricky concept, want help with a practice question, or just need study advice, you’ll receive responses within 24 hours. This ensures continuity in your learning, reinforces retention, and gives you peace of mind as you move through your prep. It’s like having a coach in your inbox, keeping you focused and supported.

Progress Check-In – $40 (30 minutes)

Staying on track is key to success. This 30-minute progress check-in is designed to keep your study momentum strong. We’ll evaluate what you’ve accomplished, identify what’s working, and revise your study strategy as needed. If you’ve recently completed tutoring sessions, this is a great way to reinforce material and stay focused on what matters most.
Each check-in includes a mini quiz or concept review, along with performance feedback and recommendations. It’s perfect for busy professionals balancing multiple responsibilities, giving you just enough guidance without the need for a full session. Small steps forward can make a big difference on exam day.