Series 7 Securities Licensing Review Questions Exam Cram (PDF)

Richard P. Majka has served the financial community for the past 23 years as a financial trainer. He was employed by Credit Suisse–First Boston, as the Director of its International Bankers School for Investment Advisors and Private Bankers. After leaving Wall Street in 1997, he was commissioned to author four financial textbooks for various New York, Boston, and international publishing firms. He has taught for many of the major financial institutions in the country. His clients include Citigroup; Paine Webber; Lloyds Bank; HSBC; and numerous banks, broker/dealers, and insurers. He is well versed in the field of derivative products, debt and equity securities, and insurance products. He is licensed by New York State as a life and health agent as well as by the NASD as a registered representative. Rich has also authored numerous case studies on ethics in the securities industry, which are used as training tools by many broker/dealers throughout the United States.

As a financial services representative, Rich has combined his financial background and strong desire to help people in his practice. He offers his clients clear, concise, and honest advice in meeting their financial and investment needs. Rich's philosophy is that each of his clients is a valued partner with whom he will work together to build a long-term relationship. With careful evaluation combined with educating his clients, he strives to meet their financial goals.

A lifelong resident of Long Island, Rich; his son, Garrett; and his daughter, Sabrina, live in Suffolk County. He is active in coaching Little League, as well as being a manager and player in the Men's Senior Baseball League. Rich also actively serves on the board of directors for both the Men's Senior Baseball League and the Suffolk Stan Musial Baseball League. In 1998, he became the first original inductee into the MSBL Long Island Baseball Hall of Fame.