...25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling both 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 member of...
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...attended the University of Illinois where I earned a Bachelor's degree (in only 5 semesters) in Business Administration and graduated Summa Cum Laude (1978). During that time period I helped establish my first financial conglomerate, including a mutual fund, an NASD sales and investment advisory firm, and a transfer agent. In 1983, I earned a Master's in Business Administration from Illinois State University with a specialty in the field of Finance. I also taught there...
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...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 and registration process....
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...as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor...
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...am a goal-oriented individual who enjoys helping others learn personally and professionally. As a Mom and a Business Leader in the 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...
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Hi, my name if Karen Stevens. I graduated with a master's degree from 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...
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...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 teaching. The way...
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...of FINRA securities licenses. My teaching philosophy centers on creating a supportive, engaging learning environment where students feel confident asking questions, taking risks, and discovering their strengths. I tailor my approach to each learner's unique style, building genuine connections that help them master complex financial concepts and achieve meaningful progress. I am continually inspired by the opportunity to make finance accessible and relatable for all learners. Outside of tutoring, I am a certified drone pilot...
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...I am a former Wall Street professional with a long career in equity trading and trading technology. I hold an MBA in Finance from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have...
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...am an experienced professional in finance and public policy, holding a degree that has equipped me with a strong analytical foundation. With over 6 years of tutoring experience, both in-person and online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical...
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...winning is largely a function of how it's defined, I consider my own success to be helping 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 bright future!
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...engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each...
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Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
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...trader and analyst turned teacher of basic and advanced managerial accounting, finance, investments, FINRA licenses (SIE, Series 7 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...
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I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
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...am a graduate of the University of Colorado - Boulder. I received my Bachelor of Science in Marketing and International Business with a minor in Economics. I have experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter...
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...enjoy teaching a variety of 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...
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Receive personally tailored Series 24 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.
Series 24 Tutoring FAQ
Series 24 is a license and exam, which is also called the General Securities Principal Exam. It was given this name because individuals who pass the exam are able to go on and act as supervisors and branch managers at a broker-dealer. In order to take the Series 24 Exam, a financial professional must first hold a pre-requisite license. This can be achieved by completing another Series exam, such as the Series 7, 17, 37, 38, 57, 62, 79, or 82. If you already have one of these licenses and are ready to take the Series 24 Exam, you should begin the preparation process by familiarizing yourself with the format and content of the test.
First, it's important to know that the test has 150 multiple-choice questions, which a test-taker must complete within a three-hour and forty-five-minute time limit. At least 70% of these questions must be answered correctly to pass the exam and receive a Series 24 license. The content of the exam is meant to grade a financial professional's ability to successfully carry out the job functions of a securities principal. Therefore, the topics on the exam you should expect to see questions on include things like corporate securities, real investment trusts, trading customer accounts, and regulatory guidelines.
Given the importance of passing the Series 24 Exam, individuals getting ready to take it often seek professional help with their preparation process. One of the best ways to get this help is by working with a private Series 24 tutor. Varsity Tutors can help you get started with this by connecting you to an expert on the Series 24 Exam who is able to work with you. You and your tutor will meet online, via a live learning platform with many attached academic tools. Varsity Tutors can connect you with a tutor who is able to meet with you around your existing obligations. This flexibility ensures that you won't have to sacrifice time at work when meeting with your Series 24 tutor.
Series 24 tutoring is a unique test preparation option because of its customization. This is possible because you and your tutor will meet in a one-on-one capacity. In this setting, your tutor can tailor each lesson to fit your specific needs. You can work through the topics covered on the exam at the pace that best suits you and stop to ask your tutor for guidance whenever you want. In all, private tutoring is a great way to work towards reaching your full potential on test day. If that appeals to you, contact Varsity Tutors today to get started with the process of finding a Series 24 tutor to work with.
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