Award-Winning SIE Tutors in Richardson, TX

...ensure my students grasp foundational concepts. My background includes hands-on experience at PwC and J.P. Morgan, which enriches my tutoring sessions with insights from the industry. I am passionate about helping students not only succeed academically but also understand how these subjects can impact their future careers. Some of my hobbies include playing tennis, basketball,...

...someone coming alongside me and helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years,...

I am a dedicated teacher committed to facilitating students in achieving their goals and in helping them stretch beyond what they think they can achieve.

...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...

...My professional journey in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first...

...real difference in your academic success. I'm not just here to give you answers; I'm here to guide you toward them, fostering active learning and critical thinking. I have a deep passion for helping individuals reach their goals, and I'm excited to be part of your academic journey. Together, we'll tackle those challenging subjects and work...

...apply theoretical knowledge to practical scenarios. Beyond supply chain expertise, I have ventured into other facets of business. My proficiency extends to data analysis, product management, business analysis, and business architecture. This holistic approach allows me to connect supply chain principles with broader organizational strategies. In summary, my mission as a supply chain tutor is...

Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.

...the rocking chair! I have worked with hundreds of people from age 22 to 62 with many different backgrounds. Over 90% of my trainees have passed the Series 7 on their first try. My specialty is creating analogies to de-mystify unfamiliar concepts. I ask that you commit to studying for 9 weeks, and take the...

...Overland Park, Kansas. I have a passion for teaching college, high school, and middle schoolers math from Algebra to College Calculus, chemistry, and physics. In high school I took a variety of AP Tests: AP Chemistry-5, AP Physics 1-4, AP Calculus AB-5 AP US History-4, AP English Composition-4. I hope we are a great fit,...

...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...

...in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it...

...master finance, investing, and business fundamentals. Whether you're looking to sharpen your financial modeling skills, prepare for the SIE exam, or navigate the interview process for investment banking or private equity roles, I'm here to help. I understand how overwhelming these topics can feel at first - I've been through it myself. In my career,...

I am here to help you become as successful as possible.

...my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a...

...licensed financial advisor in June of 2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly...

...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...

...clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active...

...a large firm 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...