The Series 7 exam is an entry-level exam that is required for individuals seeking to perform the critical functions of a general securities representative. Bill has taught college undergraduate and MBA classes in finance, economics & management, 40 years of finance experience and has a MBA degree.
Our instructors present lessons on the topics found on the Series 7 exam, allowing you to study the four major job functions of a general securities representative: seeking business, opening accounts, providing information and completing transactions. Check out our finance test prep materials!