...have also trained and mentored junior officers and staff members, and actively engaged in public speaking engagements to deliver key government messages. My qualifications include FINRA Series licenses (Series 63, Series 82, Securities Industry Essentials), a Certified Project Management Professional certification, and a Certified Investor Relations Professional certification. I am also a Qualified Family Office Practitioner and have completed training in Economics for Foreign Policy and Machine Learning for Artificial Intelligence. I am confident that...
Read more
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!
Read more
...and an MBA with a specialization in finance and business analytics. I have taught natural science in higher education for more than 8 years. Before that, I tutored chemistry and algebra to my peers in undergrad as well as high school students who were preparing for SAT. Most recently, I obtained the SIE, series 7, and series 66 licenses. While I am capable of tutoring a broad range of subjects, I am more interested in...
Read more
...I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing...
Read more
...passed the Series 65. All together it took me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I provide reading material, notes, and test questions for each student during each session. My mission is to help students achieve a level of confidence based on knowledge, test taking skills, and deductive reasoning. As of now on average I have at least 5 students per month who prepare with...
Read more
...Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I 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...
Read more
...(Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have various study tips...
Read more
I want to serve the academic needs of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.
Read more
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Read more
...test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest of your life. As a certified NLP coach as well as someone who studies neurofeedback, I have seen borderline miracles in learning take place. Bring your desire to learn along with a great attitude & leave the rest up to me.
Read more
...to do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working one-on-one, in small and large groups has proved to be successful....
Read more
...understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also teach economics and how economics is applied to the Stock market. Other subjects I may teach are undertanding Bonds, Credit Spreads, Economy Cycles, Simple and Compound Interest within Excel, ETFs, Options, Equities, mutual funds, and rules...
Read more
...This soon turned into a position with the Police Commissioner's Office, working on neighborhood policing policy citywide. I have helped hundreds of people gain access to housing, jobs, hygiene, criminal justice reform, and affordable health care. In 2016 I was appointed by the Governor of New York State to be a local board member on the Selective Service Board in my neighborhood. By now I had traveled to China, Italy, Spain, England, the Caribbean, Canada,...
Read more
...pass the different FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and...
Read more
...for investment banking or private equity roles, I'm here to help. I understand how overwhelming these topics can feel at first - I've been through it myself. In my career, I've built financial models for multi-billion dollar deals, underwritten investments across industries, and worked closely with senior executives and investors experiences that shape how I teach and mentor today. I'm patient, flexible, and committed to making sure our sessions are productive, engaging, and tailored to...
Read more
...a financial career. I've spent over three decades as a successful Financial Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton. I've always had a passion for helping others, in business, training, instructing and tutoring....
Read more
...confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your path to certification a successful and enjoyable experience. Why Choose My Tutoring Services? Customized Help: I assess your strengths and weaknesses to create a personalized study plan that focuses on areas needing improvement,...
Read more
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.
Read more
...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 their goals and pass with confidence.
Read more
Our interview process, stringent qualifications, and background screening ensure that only the best SIE tutors work with Varsity Tutors. To assure a successful experience, you're paired with one of these qualified tutors by an expert director - and we stand behind that match with our money-back guarantee.
Receive personally tailored SIE lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
SIE Tutoring FAQ
The SIE (or Security Industry Essentials) is a relatively new test that FINRA (Financial Industry Regulatory Authority) started administering on October 1, 2018. It assesses a student's knowledge of basic securities industry information including concepts fundamental to working in the industry, such as types of products and their risks, the structure of securities industry markets, regulatory agencies and their functions, and prohibited practices. This test is a prerequisite for all of FINRA's Series exams, forcing every prospective financial professional in the country to take it. If you want to make the most of your study sessions, Varsity Tutors can help you find an expert SIE tutor to assist you.
The SIE consists of 75 multiple-choice questions administered over 105 minutes. Topics include Knowledge of Capital Markets (16%), Understanding Products and Their Risks (44%), Understanding Trading, Customer Accounts, and Prohibited Activities (31%), and an Overview of Regulatory Framework (9%). Your tutor can tailor your study sessions to your individualized needs, concentrating on areas of weakness in order to give you a well-rounded knowledge base. They can also answer any questions asked in an expedient manner.
Since the SIE is multiple-choice, it's possible to respond to a question correctly even if you are unsure of the answer. Your SIE tutor can share proven test-taking strategies to help you eliminate incorrect responses, increasing the likelihood of getting a question right if you're stumped.
Test anxiety can also be a significant hurdle on standardized exams. Your SIE tutor can provide practice exams and other learning aids to help you get a sense for the exam's format, removing any fear of the unknown from the equation. Practice tests can also give you an idea of how long your 105 minutes will feel like, helping you budget your time accordingly.
If you're ready to work with an SIE tutor but aren't sure how to get started, we can help you find somebody who meets your academic expectations. Our mobile-friendly Live Learning Platform also allows you to study on your schedule, anywhere with a stable internet connection. It also enhances your study sessions with handy tools such as a virtual whiteboard and video chat capability. Reach out to us today for more information.
4.9/5.0 Satisfaction Rating*
Your Personalized Tutoring Program and Instructor
Identify Needs
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Customize Learning
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
Increased Results
You can learn more efficiently and effectively because the teaching style is tailored to you.
Online Convenience
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.
