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Michael Weiss, CFA


I can answer questions on many investment topics. Investment topics and/or the principles of investing apply to men and women in generally the same way. With that said, I do not provide personalized investment advice.

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.

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Recent Answers from Michael Weiss, CFA

2015-02-05 Oil Commodities:

Hi Susie,    This would be a very unusual trade for someone who knows very little about investing. I am going to assume that you have an account at Vanguard.  I can tell you mechanically how to do this


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