Varsity Tutors can help you get connected with a private Houston SIE tutor or online courses that can help you move toward professional designations within your career. The SIE is a common test taken by individuals working in the finance industry. It will cover topics you've learned in business and finance classes at a school such as the University of Houston, Rice University, or another nearby institution. If it has been a while since you've been in school, you might find it helpful to relearn some of the basics surrounding securities topics. You can choose between the help of a Houston SIE prep course or a private instructor, and gain a more comprehensive review than you would have achieved on your own.
What concepts will be covered during Houston SIE prep?
The Securities Industry Essentials exam, also called the SIE, is a test given to would-be securities industry professionals. This exam focuses on various types of securities products offered in the finance market, the risks, regulatory agencies, and how they work, along with practices that are prohibited. You'll cover topics such as Equity Securities and Packaged Products, which can help you learn about the best ways to assist individual clients based on their goals and needs. The exam consists of 75 questions to be answered in 1 hour and 45 minutes.
During the Houston SIE prep, you'll want to cover more than just the content on the exam, but also understand what it looks like. Although it might seem easy to breeze through, it's important to understand best practices when it comes to taking the test. Your Houston SIE prep instructor can show you the best way to handle multiple-choice questions when you're feeling unsure of a question and don't know the correct answer. Knowing how to use key words, thoroughly read the questions, and use deductive reasoning can help you feel confident, even in cases where you're not sure of the best option.
What are the benefits of the different types of SIE prep?
There are two types of prep that Varsity Tutors can set you up with: group classes that take place online or private instruction. In most cases, students find one of these appeals to them more than the other. However, if you'd like to have classes and work with a private instructor, that's possible, too. In either case, you'll have the benefit of working with an expert who can give you accurate information. If you're interested in both types of Houston SIE prep, here are some of the perks.
If you enjoy working with others in a collaborative environment, you might prefer to choose a Houston SIE prep class. You'll attend via video chat and use an online whiteboard through the Live Learning Platform where lessons take place. Here, you can interact with the instructor and your classmates just as you would in a traditional setting. This makes it possible to study while you increase your knowledge of various topics such as Customer Account Registrations and Debt Instruments. You can share what you know with your peers, get immediate feedback, and ask questions during your classes. If you ever need additional help, you can arrange to meet one-on-one with your instructor.
If you would rather work in a private setting, we can help you connect with a Houston SIE tutor. This allows you and the instructor to customize your lessons based on your needs. Your SIE mentor can focus on areas you're having trouble with or want to get additional practice in and find methods that work best for your style of learning, such as making visual aids part of the session. Working one-on-one means you can focus only on what's important to you and your goals, and go at a pace that accommodates your needs. If you'd rather skip over Types of Markets but choose to focus on Business Economic Factors, you can.
How can I get set up with Houston SIE preparation?
No matter if you choose a group class or to work with a private instructor, you can feel confident knowing your prep sessions are led by someone who is qualified and knowledgeable of the format and content of the SIE. With scheduling that is flexible enough to meet your needs for both online classes and tutoring sessions, even busy students can make time for prep. If you're curious and would like to learn more how a Houston SIE prep can help you, call us today. Our educational consultants can answer your questions while providing you with more information about which options are best for your lifestyle and needs. Get in touch with Varsity Tutors today and find out how you can get started with Houston SIE prep.

Kyle: Houston SIE test prep instructor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- SIE
- Business
- Algebra
- Math
- +10 subjects

Joseph Fon: Houston SIE test prep instructor
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.
Education & Certification
- University of New Orleans - Bachelor of Science, Business Administration and Management
- University of Alabama - Master of Science, Economics
Subject Expertise
- SIE
- Series 6
- Test Prep
- A Level French
- +5 subjects

Jahlen: Houston SIE test prep instructor
...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. In my experience with the SIE exam, Series 6, and Series 63 is to study through practice questions and analyzing them in an effort to best answer questions. I feel my passion comes from being able to help my students pass their exams, and becoming a small part of...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 6
- Insurance License
- Professional Certifications
- +1 subjects

Scot: Houston SIE test prep instructor
...a graduate of Penn State University. I received my degree in Marketing in 2010 and became 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 believe that these...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 82
- Series 7
- Series 4
- +12 subjects

Harrison: Houston SIE test prep instructor
Hello, My name is Harrison and I am an economics major at the University of Pennsylvania from Philadelphia. I have experience tutoring in economics, statistics, algebra/pre-calc, and introductory calculus. I typically have the most availability during evening and weekend hours, but will always work to try and work with any schedule. If interested, please do not hesitate to reach out.
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Microeconomics
- Algebra
- Macroeconomics
- +20 subjects

Sarah: Houston SIE test prep instructor
...Oct. 2, 2022 tutoring - I have full content and q-banks. Since then I've had a 95% pass rate. I have a proven method - and 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...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- SIE
- Cost Accounting
- Technology and Coding
- Applied Mathematics
- +36 subjects

Brian: Houston SIE test prep instructor
...passionate about finance, FINRA 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,...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- College Economics
- Economics
- +22 subjects

John: Houston SIE test prep instructor
My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- SIE
- Other
- Insurance License
- Series 63
- +10 subjects

Donald: Houston SIE test prep instructor
...My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Certified Financial Planner, Chartered Financial Consultant and Retirement Income Certified Professional Designations. I also have great experience preparing others for the SIE,...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Elementary School Math
- Writing
- Financial Accounting
- +35 subjects

Mary: Houston SIE test prep instructor
...and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- SIE
- English Grammar and Syntax
- Math
- Accounting
- +95 subjects

Finian: Houston SIE test prep instructor
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.
Education & Certification
- Wesleyan University - Bachelor of Science, Economics
- Wesleyan University - Bachelor of Science, Environmental Science
Subject Expertise
- SIE
- Stock Trading 101: Investing Basics
- Introduction to Spanish for Adults
- Social Studies
- +69 subjects

Nancy: Houston SIE test prep instructor
...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 in...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- SIE
- College Level American Literature
- ACT Writing
- High School Writing
- +81 subjects

Barrett: Houston SIE test prep instructor
...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!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- SIE
- Series 26
- Series 51
- Statistics Graduate Level
- +20 subjects

Michael: Houston SIE test prep instructor
...profit or hedging. Also, 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,...
Education & Certification
- Long Island University-C W Post Campus - Bachelor of Science, Finance
- CUNY Bernard M Baruch College - Master of Science, Finance
Subject Expertise
- SIE
- Series 55
- Art
- Series 4
- +14 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- SIE
- History
- World History
- Professional Certifications
- +16 subjects

Dennis: Houston SIE test prep instructor
...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 specialize...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- SIE
- Cost Accounting
- Algebra 2
- Other
- +49 subjects

John: Houston SIE test prep instructor
...a BS in Computer 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...
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- SIE
- College Economics
- Economics
- SQL
- +36 subjects

William: Houston SIE test prep instructor
I have been teaching the Series 6 & 7 for the past 24 years and recently the SIE as well. I am very passionate about helping students pass these tests and have a unique ability making this information understandable. I specialize in "Options and Margin"
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- SIE
- Series 26
- Series 53
- Series 28
- +23 subjects

Johnathan: Houston SIE test prep instructor
...criminal justice reform, and affordable health care. In 2016 I was appointed by the Governor of New York State to be a local board member on the Selective Service Board in my neighborhood. By now I had traveled to China, Italy, Spain, England, the Caribbean, Canada, Mexico, and Germany, not to mention I had picked up two languages, becoming conversational in Mandarin Chinese and Spanish. Certainly, a lot has happened since I graduated college in...
Education & Certification
- Rider University - Bachelor of Fine Arts, Police Science
- Fordham University - Master of Laws, Prelaw Studies
Subject Expertise
- SIE
- High School Economics
- AP Microeconomics
- Economics
- +36 subjects

Victoria: Houston SIE test prep instructor
...licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary for an improved quality of life, and I try to...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Economics
- Series 6
- Elementary School Reading
- +35 subjects