Award-Winning SIE Courses & Classes Near Me

Michael: SIE course instructor

...technical and quantitative analysis such as understanding graphing and more advanced tools such as moving averages, stochastic and market profile. Also, I can impart a trader's mentality outlook, having been a trader in several asset classes. My areas of expertise are the energy complex, crude and heating oil, RBOB gasoline, natural gas in both physical and futures and options. My energy knowledge includes OTC natural gas basis swaps and futures crack, heat and spark spreads....

Isaac: SIE course instructor

...Series 65, and Series 66 exams. I also have my life and health insurance license and have passed the CFA level one exam. My favorite part about tutoring is helping someone in my same industry or on the same career path understand a concept that previously was difficult to grasp. I have been educating my clients for years on the following topics - retirement, tax, insurance, estate, and investment planning. I am patient and understand...

James: SIE course instructor

Robin: SIE course instructor

...of their educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported...

Purvis: SIE course instructor

...a Master's in Finance from Columbia University, I bring over two years of tutoring experience, specializing in FINRA exams, with a focus on Series 7 and 63. My passion for teaching is deeply rooted in my desire to empower students to achieve their goals and navigate the complexities of the financial world. I adopt a student-centered approach, tailoring my methods to meet individual learning styles and fostering a supportive environment where questions are encouraged. Mentoring...

Mark: SIE course instructor

...# 7 Tutor I like to help people pass: The Series # 7 - # 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...

Pauline: SIE course instructor

As an enthusiastic and dedicated tutor, my primary goal is to transform the learning experience for students, fostering a love for education that extends beyond the classroom. With a passion for teaching and a commitment to creating a positive and engaging environment, I strive to ignite curiosity and instill a genuine joy for learning in each student I work with.

Angelo: SIE course instructor

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.

Sean: SIE course instructor

...gain knowledge around different subjects. My ultimate goal is to get my students to the end 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...

Brendan Daniel : SIE course instructor

...Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also...

John: SIE course instructor

...Science and Economics from Yale and an MBA from NYU. I have my Series 7 and 57 and work as a proprietary trader on Wall Street. I'm passionate about financial markets, technology and economics. My philosophy towards education is one of efficiency. I believe that time management is the key to accomplishing your academic and professional goals. I'm here to help you not only learn but absorb the material into your skill set.

Kevin: SIE course instructor

...test scores. Because I have 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...

Isaiah: SIE course instructor

...School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of 2019 I passed the Series 65. All together it took...

Valentina: SIE course instructor

...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 nothing there that you will not be able to comprehend and...

Barbara J.: SIE course instructor

...an energetic, fun experience to learning that helps you better absorb the information. I have obtained a doctorate in psychology, which allows me to easily adapt to your learning style and adapt quickly when need be. I am also a published author who is currently working on two books. I have taught and proctored for over 20 years and nothing makes me happier than when I see that a student has grasped a new concept.

Jacquelyn: SIE course instructor

...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 your children graduate with Honors,...

Brian: SIE course instructor

...exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as it tends to really boost confidence, progress, and choice for the individual. In my spare time, I enjoy reading, studying Scripture, being active...

John: SIE course instructor

I want to serve the academic needs of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.

Hal: SIE course instructor

...background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National...

Nancy: SIE course 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,...