"I tutor the SIE, Series 7, 63, 65, 66, 6, & 9. I have helped over 500 students pass the series 7 as a professional corporate trainer for a large broker dealer firm as well as private 1:1 tutoring. My experience includes teaching multiple live classes of 20 students to pass the series 7 and 63 in a structured 6 week training program. I am familiar with the most commonly asked questions and difficult topics such as debt, options, margin, convertible bonds, suitability, and regulations. I help students to identify topics that can have the greatest impact on score, breakdown test concepts into simple steps, and build a test taking strategy to pass the exam. My personal exam scores are: Series 7 - 92%, Series 63 - 87%, Series 9 - 92%, and Series 10 - 83% all of which were passed on the first try.

I went to school for finance with a double major in economics and have ten years of experience working in the financial services industry. I started as a registered representative and worked my way up to a series 9/10 licensed supervisor during this time as well as taught FINRA/NASD licensing exams as a corporate trainer both in a live classroom and virtual setting.

If you are curious about what a question means, how to recognize the concept they are asking about, or need a simple explanation in layman’s terms I would be glad to help you. I like to use real world examples, explain the “why” and “how” behind a topic, and use visual examples such as pictures and visuals to help you understand. If you are interested in working together feel free to send me a message." less...