Beginner Investing/Expert Profile

Ask A Question

Michael Weiss, CFA


I can answer most questions about investing for beginners

Experience in the area

I am the owner of Series 7 Exam Tutor , a financial tutoring business that provides personalized tutoring for the Series 7 Exam, the Series 6 Exam ,the Series 65 Exam, the Series 66 Exam, the Series 63 Exam and the Series 24 Exam . I also offer tutoring for finance courses. For additional information, please visit, Finance Exam Tutor. Prior to launching Series 7 Exam Tutor, I worked in investments for 20 years with the majority of this time focused on investment analysis and portfolio management. I have worked for large companies such as Merrill Lynch and Evergreen Investments and have also worked for smaller firms as well. Throughout my career, I have sought to mentor younger colleagues whenever possible, especially those enrolled in the CFA program. I completed the CFA program in 2002 after passing all three exams on the first try. I also passed the Series 7 Exam with a score of 94%. For additional information about me, you can visit the links below:


CFA Institute and CFA Society of Philadelphia




M.B.A. in Finance & Investments from the Zicklin School of Business at Baruch College and a B.A. in Finance & Economics from the City University of New York Baccalaureate Program.

Average Ratings

Recent Answers from Michael Weiss, CFA

2017-01-29 Choosing stocks for a beginner:

Hi Gary,    I am sorry but I do not know much about stock opportunities in medical marijuana.  Penny stock are risky and would be most suitable for experienced investors with a very high risk tolerance

2015-04-24 Break Even Price:

Kenneth,    I am not sure that I understand the question. Your break at whatever price it takes to make your money back.  You spent 2510 + 3010 = 5520.  You would need to sell the shares at a price that

2014-02-07 Treasury Floating Rate:

Hi Kerry,    I am not sure if this type of note makes sense at this point. The interest rate paid on these would go up if the 13 week Treasury bill rose.  Short rates have not moved much in years and are

2013-09-22 Investing:

Hi Quentin,    Before you decide to invest, you need to learn about investing.  I would suggest you read, "The Intelligent Investor" by Benjamin Graham.  Benjamin Graham was Warren Buffett's mentor.  You

2013-07-06 Annuities:

Certainly there are other products with high fees but I would not recommend investing in those either, unless there were other special benefits. 401Ks often have other benefits such as a match from an


Ask A Question

Beginner Investing

All Answers

Answers by Expert:

Ask Experts


©2017 All rights reserved.