Varsity Tutors is here to support your SIE goals by setting you up with excellent San Antonio SIE prep opportunities. The Securities Industry Essentials exam is taken by aspiring securities industry professionals. It assesses the skills considered to be foundational in this business. It is one of the first steps towards becoming registered with a FINRA member firm or do work in the securities business. It is important to do your best on the SIE so you can impress future employers. San Antonio SIE prep with an experienced teacher can help you to put your best foot forward and gain confidence in yourself.
What skills or topics can be covered in a San Antonio SIE prep course or with a private instructor?
The SIE is a one hour and 45 minute exam with 85 questions. Only 75 of these questions count towards your score. Unscored questions will not be marked, so you'll need to treat all questions as if they are equally important. To pass the SIE, you must receive a score of 75% or higher.
The exam is made up for four different sections, each evaluating different skills and knowledge: Knowledge of Capital Markets, Understanding Products and Their Risks, Overview of the Regulatory Framework, and Understanding Trading, Customer Accounts, and Prohibited Activities.
To prepare for the exam, your instructor can focus on any number of topics you're expected to have learned in a finance class when attending a college or university such as the University of Texas at San Antonio or St. Mary's University. SIE prep can be used to review types of markets, corporate actions, customer account registrations, orders and strategies, or employee conduct. You can also receive help in understanding such topics as reportable events, books, records, privacy requirements, or monetary vs fiscal policies. Whether you need to review all these topics or simply need a refresher on a couple of them, Varsity Tutors is here to help you pick the right San Antonio SIE prep option to suit your particular needs.
What are the benefits of different types of San Antonio SIE prep?
Varsity Tutors is happy to present two options to those hoping to properly prepare for the SIE. We can either register you for one of our online SIE classes or provide a connection to an exceptional private SIE instructor. Whichever option you elect to sign up for, you'll be able to prepare more thoroughly for the exam than you might be able to without help. Each option does, however, come with a different set of benefits. Let's take a closer look at them.
Signing up for an online San Antonio SIE prep class with Varsity Tutors allows you to access your courses from anywhere you can find a stable internet connection and a computer. The classes are held on a live educational platform that allows you to hear, observe, and speak with your instructor in a way that is similar to what you'd find in a traditional classroom. You'll be able to ask questions and receive replies during class, which can help you to understand the material more quickly. You'll also have the chance to communicate with your classmates. This will allow you to have educational discussions and work on group projects. These types of collaborative assignments can help students retain knowledge longer and can make your learning experience more interesting. The online class option is a great opportunity for students who enjoy the environment and structure of a normal classroom setting.
If you are a more independent learner who likes to have some control over your study sessions, you may want to sign up to work with a private San Antonio SIE tutor. Private instructors have the ability to get to know you and your tendencies. Your tutor can take the time to determine your strengths, weaknesses, learning style preferences, and your personal SIE goals. You will also have the luxury to work at your own pace, devoting extra time to the area you need the most help understanding.
You may also want to take advantage of both opportunities. Whichever option you choose, you can know you're in good hands with Varsity Tutors.
How do I sign up for San Antonio SIE prep lessons!
Whenever you're ready to take your SIE knowledge to the next level, you only need to call our educational consultants. We'll help you determine which option will work best for your instructional and scheduling needs. Call Varsity Tutors right now to get started with San Antonio SIE preparation today!

John: San Antonio SIE test prep instructor
...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 at PwC...
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
- English
- +12 subjects

Jennifer: San Antonio SIE test prep instructor
...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 helping students/clients prepare for certification exams such as the SIE, Series 7, 63, 65, 66,...
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- SIE
- Series 87
- Series 63
- Series 86
- +18 subjects

Hal: San Antonio SIE test prep instructor
...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 and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Series 22
- Series 16
- Series 65
- +171 subjects

Hajra: San Antonio SIE test prep instructor
...professional experience, holding various positions within the finance sector. In my professional setting I have helped and trained fellow colleagues to 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...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 27
- Series 66
- Series 65
- +9 subjects

Roman: San Antonio SIE test prep instructor
...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 great field...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 65
- Series 63
- +60 subjects

Zachary: San Antonio SIE test prep instructor
...in the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 63
- Series 24
- Series 28
- +12 subjects

Krista: San Antonio SIE test prep instructor
...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 and tricks that I have found helpful and previous students that...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- SIE
- Series 6
- CFP
- Insurance License
- +18 subjects

Michael: San Antonio SIE test prep instructor
...by companies like Robinhood, dark pools, equity and options trading OMS (Order management systems) algorithms types and usage, options trading strategies, futures trading strategies, portfolio strategies, quantitative portfolio theory and strategies, hedging strategies in equities, options, compliance questions, proper order handling, Multi asset class trading strategies, futures and OTC swaps types and usage. It is most important to understand what your goal is and what best strategy can be used to accomplish it, knowing the...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- SIE
- Series 55
- Exam IFM - Investment and Financial Markets
- Series 7
- +14 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- SIE
- Series 6
- Series 66
- Series 65
- +16 subjects

DeSean: San Antonio SIE test prep instructor
...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 alto. saxophone.
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 6
- Series 63
- Stock Trading 101: Investing Basics
- +13 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- SIE
- Series 79
- Series 6
- Real Estate License
- +20 subjects

Daniel: San Antonio SIE test prep instructor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- SIE
- CPA
- ChFC - Chartered Financial Consultant
- Series 4
- +25 subjects

Sean: San Antonio SIE test prep instructor
...goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor on these subject matters. Outside of my professional life I enjoy golfing as much as...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Series 7
- Series 66
- Insurance License
- +2 subjects

Nancy: San Antonio SIE test prep instructor
...subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography,...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 24
- Series 79
- Series 66
- +85 subjects

Karen: San Antonio SIE test prep instructor
...Ashwood University in business administration. 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 87
- Series 10
- Series 66
- +24 subjects

Brian: San Antonio SIE test prep instructor
...a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South America, and some of the Middle East (while in the military). Either professionally or as a personal interest I have tutored, mentored, and coached young and experienced adults in select...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Series 26
- +22 subjects

Dennis: San Antonio SIE test prep instructor
...teacher, bonds and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really for...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 63
- +49 subjects

Raman: San Antonio SIE test prep instructor
...achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal of passing your exams.
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Exam IFM - Investment and Financial Markets
- Insurance License
- +25 subjects

Jacquelyn: San Antonio SIE test prep instructor
...community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how 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...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- SIE
- Series 66
- Series 24
- Series 63
- +18 subjects
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- SIE
- Series 63
- Series 7
- Series 87
- +10 subjects