Award-Winning SIE Tutors in Fremont, CA

...in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power....

...advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am...

...# 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 is: HOW TO READ THE QUESTIONS and HOW TO STUDY...

...younger siblings in Math and Science, which grew into leading study groups of up to 50 students across grades 612. Over time, I expanded my teaching to college-level Physics, Mathematics, and Applied Mechanics, helping students connect complex theories to real-world applications. Throughout graduate school, I served as a teaching and research assistant, tutoring freshmen and sophomores in core subjects such as Algebra, Calculus, Statistics, and Physics. My teaching philosophy is rooted in Educational Essentialism, a...

...prepare for certification exams such as the SIE, Series 7, 63, 65, 66, pharmacy technician certification exam (PTCE) etc. I have got tips and tricks on how to pass these exams in one sitting. In addition, I will incorporate real-world examples that will expand on the knowledge base of any student and enable him/her to ace the exam(s). I believe students who actively participate and take responsibility for their learning succeed the most.

...in helping students with options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including, Kaplan, ExamFX, Training Consultants, STC and Achievable. I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have multiple industry designations (CAS, CMFC, AAMS, CRPC and ARPC). My tutoring approach is tailored to each student's unique...

...financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24, and Series 9 and 10. In addition, I also have my New Jersey Life and Health...

...and 24). Practitioner and 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...

...I also have experience working on private placements with US-based family offices through my affiliation with Crestmont Investments. Prior to Envoy West, I served as the Capital Investment Director at the Department for International Trade in Washington, D.C. I led a high-performing team responsible for delivering significant growth capital and real asset sales. My role involved full sales cycle management for investment attraction and export promotion, collaborating with various departments and agencies to champion UK...

I am a graduate of the Darla Moore School of Business in South Carolina. Since then I have worked as a paraplanner and assistant to financial advisors.

...to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace, whether that means intensive preparation in a month or a more gradual, step-by-step approach. My goal...

...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.

I love helping students in topics related to math, to finance (public and private equity) and to engineering. I believe that if I can't explain concept, then I don't understand it. By that same token, if a student can't explain a concept back to me, then they don't understand it even if they say they do. I believe in getting to know all students, as their background is intricately connected with how they learn.

...Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became 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...

...Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering challenging material empowers individuals to believe in their abilities and strive for ongoing success. In my spare time, I enjoy...

I am thrilled to be able to help you with the preparation for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is...

...graduated from Wesleyan College and earned a Bachelor of Arts degree in English with a minor in Political Science. I also went to Augusta State University, currently known as Augusta University, and received a Master's degree in Public Administration. I obtained a Doctor of Philosophy Degree in Human Services with a Specialization in Management of Nonprofit Agencies from Capella University. The teaching and tutoring experience that I have consists of working with elementary, middle, high...

...unique learning style. I believe in fostering a supportive and engaging environment that encourages students to confront challenges with resilience. My background as a financial analyst at Goldman Sachs and my journey as a former ballerina instilled in me the discipline and creativity needed to guide students through complex tasks. I am committed to helping every learner realize their potential by breaking down barriers and refining their authentic voices in writing and presentations. Let's embark...

...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 and tricks that I have found helpful and...

...Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life & Health Agent and Medicare Health Agent. I focus on explaining real-life business experience examples so students understand how certification questions relate to situations they may encounter in the future. I enjoy sharing my tips and tools on how keep your "mind-over-matter" when...