Tom Mergenthaler
FINRA Exam Prep | ex-Citi VP Trader
Studied at Georgetown University
Worked at Citi Bank
Not currently taking new clients
Tom’s FINRA Exams (Series 7 & SIE) Qualifications
Scored a 97 on the FINRA Exams (Series 7 & SIE)
Series 7, Series 57, Series 3 and Series 63 License holder. Passed all exams on first attempt.
Tom can help with:
Series 63
Test Prep Strategy
SIE
Series 7
Work Experience
Vice President (Trader)
Citi Bank
June 2016 - September 2025
Interviewer
Delta One and Equity Derivatives Trading
Education
Georgetown University
Bachelor's Degree, Finance/Accounting
2012 - 2016
Graduated Cum Laude