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.
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...person and their way of absorbing information. The subjects I enjoy teaching within Finance are 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,...
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...have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing...
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...the most up to date material. As important as having the correct content, test taking skills, and study schedule - I understand how important it is, we know how you learn. Materials I have will support whatever learning style is best for you We all learn in different ways and I am here to facilitate. I have a lot of experience and success working with those who have learning blocks, extreme test anxiety, and trouble...
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...a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to...
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...my way of passing the torch to the next generation. My method is an immersive experience that creates a much more straightforward presentation of the material and results in deeper comprehension. From there, we test repeatedly in a consequence-free environment designed to both reveal areas needing to be strengthened as well as developing your confidence to make you comfortable with the format of the exam questions by showing you how to approach them and see...
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...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 focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet...
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...day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry, calculus, and computer systems engineering. Not only was I pushed academically but I was pushed as a leader. You are expected to develop your own leadership style and practice it every day. I held numerous instructor and leadership positions while...
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...passionate to 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...
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I customize learning plans, including comprehensive test sets dependent upon your personal needs. My specialties are FINRA exams: SIE 98.9% pass rate 3 100% pass rate 6 100 % pass rate 7 99.98% pass rate 28 100% pass rate 63 100% pass rate 65 100 % pass rate 66 100% pass rate I also specialize in ADHD, ADD and other learning specialties. * I update my...
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...and sharing my wisdom shines through my positive energy-my students give me the greatest gratification when they are overcoming learning roadblocks-I tutor a broad range of subjects including Professional Certifications, Insurance License, NMLS, SIE, and Series 6. I am a graduate of Eastern Illinois University. I received my Master of Science Degree and Bachelor of Arts Degree in Family and Consumer Science with a Minor in Business Administration. I have over 20 Years of sales, leadership,...
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My name is Finian, and I am an Economics and Environmental Science double major on the Crew Team at Wesleyan University. I have 5+ years of experience working with children and adults both in and out of the classroom (math and swim lessons). My teaching experience also includes working with those who have disabilities. I promise both a rigorous and fun learning experience to any prospective student.
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...steps. I've always been passionate about learning, and I believe any subject (yes, even the "boring" ones) if given proper care and attention can bring a profound sense of achievement and meaning to our lives. While I tutor a wide variety of subjects, I am most passionate about Mathematics, Business, Writing, and History. In my spare time, I enjoy rock climbing, watching CrashCourse videos on YouTube, designing mobile applications, hiking with my amazing pup Betty,...
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...compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome all students to study together to obtain that license and...
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...I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my CFA candidacy and academic pursuits. I am excited to continue my learning and provide some of the...
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...Currently, specializes in tutoring the SIE exam, Series 6, Series 63. Tutors in a style that establishes a bridge between the material and common terms that are very understandable. I've received a Bachelors of Arts degree in economics from SUNY Purchase. I've also spent my recent time of employment working for a insurance company. At this time I developed my experience in tutoring,over the last 2 years, by helping my fellow coworkers pass their exams....
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...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 risks associated with each strategy and...
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...economic development which caused a love for finance. I have studied for the SIE and passed it and helped other people pass the SIE. I am most passionate about History. In my experience helping struggling students prepare for Standardized Tests, we always seem to have the most fun. I am a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to impart this appreciation to...
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...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 you.
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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.
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