Meet the Specialist
Daniel Marrs is author of Option Talk: Puts and Calls for the Series 7 as well as Test Talk: Add Percentage Points to Your Exam Score. Daniel has over 13 years as a stockbroker and principal with Merrill Lynch and other broker-dealers. Mr. Marrs has over 15 years experience in training. He is a member of Series 7 Specialists LLC, which delivers securites pre-license training for the FINRA Series 7, 66, 6, 63 and 65 exams.
One-on-one tutoring and private classes are available by arrangement. Customers must provide adequate meeting space for all in-person engagements. Typical rates for phone tutoring and engagements in the Tulsa, OK metro area are $100 per hour, with a one-hour minimum and 15 minute increments.
Outside the Tulsa metro area, rates are $1000 per day ($350 per travel day, except select areas near Tulsa, OK), plus T&E. Customers may choose a flat fee, quoted at the time of engagement, or actual expenses, which will include mileage rates at the then-current IRS allowance and $60 per diem, including travel days. Series 7 Specialists cannot be responsible for travel delays beyond its control.
Class rates are identical to tutoring rates for up to four students. Beginning with the fifth student, an additional charge of $100 per student per classroom day will apply. Companies must provide good quality study materials for students. We recommend Kaplan materials. Click any of the Kaplan ads on the web site, or this link to order.
Payment for engagements in the Tulsa metro may be by credit card or company check. Out of town engagements must be paid with a company check. All engagements outside of Tulsa require a 50% deposit at the time the contract is finalized.
All terms are subject to the mutual ability to schedule. Rates are subject to change without notice.
Call 918-812-8613 or email us by click here to make arrangements.