Varsity Tutors can help you get connected with a private Houston SIE tutor or online courses that can help you move toward professional designations within your career. The SIE is a common test taken by individuals working in the finance industry. It will cover topics you've learned in business and finance classes at a school such as the University of Houston, Rice University, or another nearby institution. If it has been a while since you've been in school, you might find it helpful to relearn some of the basics surrounding securities topics. You can choose between the help of a Houston SIE prep course or a private instructor, and gain a more comprehensive review than you would have achieved on your own.
What concepts will be covered during Houston SIE prep?
The Securities Industry Essentials exam, also called the SIE, is a test given to would-be securities industry professionals. This exam focuses on various types of securities products offered in the finance market, the risks, regulatory agencies, and how they work, along with practices that are prohibited. You'll cover topics such as Equity Securities and Packaged Products, which can help you learn about the best ways to assist individual clients based on their goals and needs. The exam consists of 75 questions to be answered in 1 hour and 45 minutes.
During the Houston SIE prep, you'll want to cover more than just the content on the exam, but also understand what it looks like. Although it might seem easy to breeze through, it's important to understand best practices when it comes to taking the test. Your Houston SIE prep instructor can show you the best way to handle multiple-choice questions when you're feeling unsure of a question and don't know the correct answer. Knowing how to use key words, thoroughly read the questions, and use deductive reasoning can help you feel confident, even in cases where you're not sure of the best option.
What are the benefits of the different types of SIE prep?
There are two types of prep that Varsity Tutors can set you up with: group classes that take place online or private instruction. In most cases, students find one of these appeals to them more than the other. However, if you'd like to have classes and work with a private instructor, that's possible, too. In either case, you'll have the benefit of working with an expert who can give you accurate information. If you're interested in both types of Houston SIE prep, here are some of the perks.
If you enjoy working with others in a collaborative environment, you might prefer to choose a Houston SIE prep class. You'll attend via video chat and use an online whiteboard through the Live Learning Platform where lessons take place. Here, you can interact with the instructor and your classmates just as you would in a traditional setting. This makes it possible to study while you increase your knowledge of various topics such as Customer Account Registrations and Debt Instruments. You can share what you know with your peers, get immediate feedback, and ask questions during your classes. If you ever need additional help, you can arrange to meet one-on-one with your instructor.
If you would rather work in a private setting, we can help you connect with a Houston SIE tutor. This allows you and the instructor to customize your lessons based on your needs. Your SIE mentor can focus on areas you're having trouble with or want to get additional practice in and find methods that work best for your style of learning, such as making visual aids part of the session. Working one-on-one means you can focus only on what's important to you and your goals, and go at a pace that accommodates your needs. If you'd rather skip over Types of Markets but choose to focus on Business Economic Factors, you can.
How can I get set up with Houston SIE preparation?
No matter if you choose a group class or to work with a private instructor, you can feel confident knowing your prep sessions are led by someone who is qualified and knowledgeable of the format and content of the SIE. With scheduling that is flexible enough to meet your needs for both online classes and tutoring sessions, even busy students can make time for prep. If you're curious and would like to learn more how a Houston SIE prep can help you, call us today. Our educational consultants can answer your questions while providing you with more information about which options are best for your lifestyle and needs. Get in touch with Varsity Tutors today and find out how you can get started with Houston SIE prep.

Mark: Houston SIE test prep instructor
...like to help people pass: The Series # 7 - # 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- SIE
- CFA
- Insurance License
- AIS - Associate in Insurance Services
- +73 subjects

Johnny: Houston SIE test prep instructor
...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 and regulations in the Finance industry.
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- SIE
- Series 26
- Series 65
- Series 7
- +14 subjects

Joseph Fon: Houston SIE test prep instructor
As a wealth management professional, I have learned that my personal success is tied to how well I succeed in managing my clients wealth and that my success is tied to their success. As their wealth increases, so too does my satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be no assets to manage.
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- SIE
- Series 22
- Series 6
- UK A Level
- +5 subjects

Godswill: Houston SIE test prep instructor
...homework in Math, Physics and several science subjects. Their friends quickly joined the study group and I eventually found myself tutoring a group of 6 to 12 graders that quickly grew from 10 to 50 students. As a college senior, I was tutoring a group of two dozen freshmen students College Physics, College Math, and Applied Mechanics. My approach was to get students to enjoy learning the principles and theorems as it applies to real...
Education & Certification
- Rivers State University - Bachelor of Engineering, Mechanical Engineering
- Texas Southern University - Master of Science, Computer Science
Subject Expertise
- SIE
- Series 79
- Series 7
- PRAXIS
- +138 subjects

Kyle: Houston SIE test prep instructor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- SIE
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 66
- +11 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Economics, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- ACT Reading
- +16 subjects

Robin: Houston SIE test prep instructor
...66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of academia, I am deeply involved in relationship management and business development, which keeps me connected to the practical applications of the subjects I teach. I have both classroom experience and experience working with those that need a little extra time...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 63
- +23 subjects

Mercy: Houston SIE test prep instructor
...studies. Beyond academics, I strive to create a supportive and engaging learning environment where students feel comfortable asking questions and exploring new ideas. Whether it's preparing for exams, tackling challenging assignments, or building foundational skills, I am committed to guiding students every step of the way. My goal is not just to help students improve their grades but to inspire a lifelong love for learning. If you're looking for a tutor who is patient, knowledgeable,...
Education & Certification
- Texas Southern University - Master of Science, Computer Science
- The Texas A&M University System Office - Bachelor of Engineering, Mechanical Engineering
- Washington & Lee University - Bachelor of Engineering, Electrical Engineering
- State Certified Teacher
Subject Expertise
- SIE
- NCLEX-Practical Nurse
- AEA - American Electrology Association
- PE - Principles and Practice of Engineering - Electrical and Computer - Power
- +1409 subjects

Mercy: Houston SIE test prep instructor
...in these subjects, I tailor my teaching approach to fit each student's unique learning style, ensuring they grasp concepts with clarity and confidence. My experience includes working with students at various levels, guiding them through complex topics, exam preparation, and skill development. I focus on fostering critical thinking, problem-solving abilities, and a genuine appreciation for learning. By creating a supportive and interactive environment, I empower students to reach their full potential and achieve their academic...
Education & Certification
- Illinois State University - Bachelor of Science, Computer Science
- State Certified Teacher
Subject Expertise
- SIE
- SSH - Society for Simulation in Healthcare
- PTA - Physical Therapist Assistant Exam
- ABQAURP - American Board of Quality & Utilization Review Physicians
- +1407 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- FRM
- CPA
- +14 subjects

Christopher: Houston SIE test prep instructor
...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 supportive learning environment where students can confidently grasp the intricacies of financial planning and investing. My professional background in financial advising and previous experience in higher education have equipped me with the skills to foster understanding and success in my students. I am...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +4 subjects

Evan: Houston SIE test prep instructor
...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 owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring and it gives me the opportunity to teach location independent.
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 7
- FINRA - Financial Industry Regulatory Authority
- CFA
- +27 subjects

Paul: Houston SIE test prep instructor
...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. I look forward to assisting you in your personal...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 66
- +17 subjects

Isaiah: Houston SIE test prep instructor
...system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of 2019 I passed the Series 65. All together it took me...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- SIE
- Series 6
- Series 63
- Series 26
- +29 subjects

Michael: Houston SIE test prep instructor
...pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- SIE
- Series 31
- Series 79
- FINRA - Financial Industry Regulatory Authority
- +16 subjects

Hal: Houston SIE test prep instructor
...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 financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an introducing brokerage firm through the entire FINRA (then NASD) creation...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Series 82
- Series 16
- Series 9
- +171 subjects

John: Houston SIE test prep instructor
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.
Education & Certification
- Lycoming College - Bachelor in Arts, Economics
- Alvernia University - Masters in Education, Urban Education and Leadership
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 6
- PRAXIS
- +57 subjects

Gary: Houston 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 28
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +72 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 63
- +16 subjects

Kevin: Houston SIE test prep instructor
...Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 65
- Series 63
- Series 30
- +41 subjects