Individuals in the Portland area who are interested in breaking into the securities industry may want to reach out to Varsity Tutors to get started with Portland SIE prep. The Securities Industry Exam, or SIE, is taken by those who are interested in becoming licensed in the securities industry. While passing the SIE does not enable you to become registered to engage in securities transactions, it is the first piece of the puzzle. After you pass the SIE, you'll need to also pass a qualification exam related to the specific field you wish to work in. The SIE covers a lot of material that is considered fundamental to the securities industry. Undertaking an extensive review of the subject material could be a good idea as you prepare for the exam. If you feel like you could use some extra guidance as you prepare, you should consider signing up for Portland SIE prep.
What concepts could be reviewed during Portland SIE prep?
There are numerous concepts that can be covered during Portland SIE prep. In general, the SIE covers topics related to prohibited practices, regulatory agencies, securities industry markets, and different types of products. More specifically, the SIE may contain questions concerning the definition and identification of risk types, debt instruments, and the difference between fiscal and monetary policy, to name a few. In total, the SIE has 75 questions and you must receive a score of at least 70 percent to pass.
Conducting a review of the content is a vital aspect of prepping for the SIE. However, it can may also useful to work on developing test-taking strategies. One strategy that is often valuable is time management. As you will only have a limited amount of time to finish the exam, it could be helpful to learn how to manage your time so that you have a chance at being able to fully answer each question. It may also be to your advantage to go over how to eliminate incorrect answers based on contextual clues. This can be a valuable skill when you come across questions you're not quite sure how to answer as you'll have a better chance to make an educated guess.
What are the benefits of the different types of Portland SIE prep?
If you decide to seek out Portland SIE prep, you have the option of choosing between a Portland SIE prep class and private instruction. While many students choose one of these options based on their learning style, there are students who opt to take part in both to get a more comprehensive review. Whichever option you go with, you can feel confident that you will receive guidance from a knowledgeable instructor.
Students who enjoy working with others may want to enroll in a Portland SIE prep course. Prep courses mimic traditional courses because you can learn from an instructor and participate in class activities and discussions with the other students in the class. For example, you can go over topics like anti-money laundering with your instructor and then discuss this topic in collaboration with your classmates. Additionally, if there is a specific topic you are confused by, you have the option of reaching out to your instructor to get further clarification.
Individuals who like a more personalized approach to studying may wish to connect with a Portland SIE tutor. Connecting with a private tutor can offer several advantages. Studying in an individualized environment offers you more control over the topics you focus on. If there is a specific topic you can't quite seem to grasp, you can spend an entire study session going over it if you need to. Furthermore, you can increase the efficiency of your study sessions because you can skip over topics you already know. In addition, as you will the only student your instructor is working with, they can adapt the way they teach to fit your learning style.
How can I get set up with Portland SIE preparation?
Whether you are an adult who is trying to advance their career or a student at Concordia University-Portland or the University of Portland, you likely have a hectic schedule. As such, it can seem daunting to try to find extra time to study. SIE prep can help with this because it takes place completely online. Thus, you never have to worry about traveling to attend your class or tutoring session - you can attend from anywhere with an internet connection. If you are interested in learning more about Portland SIE prep, reach out to Varsity Tutors today.
Edward: Portland SIE test prep instructor
...year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Insurance License
- Series 24
- Series 27
- +27 subjects
John: Portland SIE test prep instructor
...with a prestigious Chartered Financial Analyst (CFA) designation, Certified Public Accountant of Kenya (CPA), Certified Information Systems Auditor (CISA), and New York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the intricacies of finance and business management. However, it's my passion for education and mentorship that truly drives me. With four...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- SIE
- CCHI - Certification Commission for Healthcare Interpreters
- USMLE Step 2 CK
- EAS - Educating All Students (NY Teaching exam)
- +620 subjects
Christopher: Portland SIE test prep instructor
...a Bachelor's in Accounting from the University of Connecticut. With three years of experience in the financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- SIE
- CFP
- Series 7
- Insurance License
- +4 subjects
Kristin: Portland SIE test prep instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- SIE
- Series 63
- Series 7
- Series 66
- +1 subjects
DeSean: Portland SIE test prep instructor
...help students, because I was a student once. During undergraduate, I tutored students in Statistics and College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the...
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- SIE
- Series 7
- Series 63
- Series 6
- +14 subjects
Eunpa: Portland SIE test prep instructor
Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.
Education & Certification
- University of Chicago - Bachelor in Arts, Mathematics
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- SAT Verbal
- +43 subjects
Scot: Portland SIE test prep instructor
...licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 57
- Series 6
- Series 10
- +12 subjects
Gary: Portland SIE test prep instructor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 10
- Series 16
- SHRM-CP - Society for Human Resource Management- Certified Professional
- +72 subjects
Matthew: Portland SIE test prep instructor
...understand complex financial topics. I hold multiple investment licenses, including the SIE and Series 6, 7, 63, and 66 and have trained new financial professionals both in the U.S. Air Force and during my time at JP Morgan. I specialize in tutoring professional certification exam topics, corporate finance, accounting, and high school/college-level math or investment related courses. I love making intimidating topics feel simple, and I tailor each session to match the student's learning style. Whether...
Education & Certification
- Texas A&M University - College Station - Bachelor's, Finance
Subject Expertise
- SIE
- Insurance License
- Series 6
- Series 63
- +53 subjects
Jim: Portland SIE test prep instructor
...for education and mentorship to every student I work with. I hold a Bachelor's degree from the University of WisconsinStout and a Finance degree from Madison Area Technical College, and I have spent much of my career leading teams and supporting individuals preparing for a wide range of FINRA securities licenses. My teaching philosophy centers on creating a supportive, engaging learning environment where students feel confident asking questions, taking risks, and discovering their strengths. I...
Education & Certification
- University of Wisconsin – Stout - Bachelor's, Hotel & Restaurant Management
- Madison Area Technical College - Associate in Science, Finance
Subject Expertise
- SIE
- Series 24
- Series 63
- Series 9
- +11 subjects
Melissa: Portland SIE test prep instructor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 63
- +1 subjects
John: Portland SIE test prep instructor
...professional in the securities industry, I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +1 subjects
Subject Expertise
- SIE
- Series 66
- Series 63
- Series 7
- +24 subjects
Roman: Portland SIE test prep instructor
...moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- SIE
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- American Council on Exercise (ACE)
- +60 subjects
Evan: Portland SIE test prep instructor
...undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Series 66
- +27 subjects
John: Portland SIE test prep instructor
...I also gained valuable experience tutoring my peers. With over 2 years of tutoring experience, I specialize in Series 65, SIE, accounting, and corporate finance. My teaching philosophy is centered on making complex topics accessible through real-world applications and tailored lesson plans that accommodate individual learning styles. I believe in fostering a supportive environment that builds confidence, using practical examples and interactive exercises to ensure my students grasp foundational concepts. My background includes hands-on experience...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- SIE
- AACN - American Association of Colleges of Nursing
- Series 65
- Series 66
- +24 subjects
Mark: Portland SIE test prep instructor
...# 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- SIE
- AIS - Associate in Insurance Services
- Series 9
- Series 87
- +73 subjects
Karen: Portland SIE test prep instructor
...In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes sense for you.
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- ChFC - Chartered Financial Consultant
- Series 26
- Series 65
- +24 subjects
Hal: Portland SIE test prep instructor
...each individual whether it be economic, intellectual, or spiritual. Learning is unique to each person and each person, who has the interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Series 87
- Series 26
- Series 7 - General Securities Representative Exam (Stockbroker)
- +171 subjects
Victoria: Portland SIE test prep instructor
...industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process....
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 24
- Series 66
- Insurance License
- +35 subjects