Individuals in the Portland area who are interested in breaking into the securities industry may want to reach out to Varsity Tutors to get started with Portland SIE prep. The Securities Industry Exam, or SIE, is taken by those who are interested in becoming licensed in the securities industry. While passing the SIE does not enable you to become registered to engage in securities transactions, it is the first piece of the puzzle. After you pass the SIE, you'll need to also pass a qualification exam related to the specific field you wish to work in. The SIE covers a lot of material that is considered fundamental to the securities industry. Undertaking an extensive review of the subject material could be a good idea as you prepare for the exam. If you feel like you could use some extra guidance as you prepare, you should consider signing up for Portland SIE prep.
What concepts could be reviewed during Portland SIE prep?
There are numerous concepts that can be covered during Portland SIE prep. In general, the SIE covers topics related to prohibited practices, regulatory agencies, securities industry markets, and different types of products. More specifically, the SIE may contain questions concerning the definition and identification of risk types, debt instruments, and the difference between fiscal and monetary policy, to name a few. In total, the SIE has 75 questions and you must receive a score of at least 70 percent to pass.
Conducting a review of the content is a vital aspect of prepping for the SIE. However, it can may also useful to work on developing test-taking strategies. One strategy that is often valuable is time management. As you will only have a limited amount of time to finish the exam, it could be helpful to learn how to manage your time so that you have a chance at being able to fully answer each question. It may also be to your advantage to go over how to eliminate incorrect answers based on contextual clues. This can be a valuable skill when you come across questions you're not quite sure how to answer as you'll have a better chance to make an educated guess.
What are the benefits of the different types of Portland SIE prep?
If you decide to seek out Portland SIE prep, you have the option of choosing between a Portland SIE prep class and private instruction. While many students choose one of these options based on their learning style, there are students who opt to take part in both to get a more comprehensive review. Whichever option you go with, you can feel confident that you will receive guidance from a knowledgeable instructor.
Students who enjoy working with others may want to enroll in a Portland SIE prep course. Prep courses mimic traditional courses because you can learn from an instructor and participate in class activities and discussions with the other students in the class. For example, you can go over topics like anti-money laundering with your instructor and then discuss this topic in collaboration with your classmates. Additionally, if there is a specific topic you are confused by, you have the option of reaching out to your instructor to get further clarification.
Individuals who like a more personalized approach to studying may wish to connect with a Portland SIE tutor. Connecting with a private tutor can offer several advantages. Studying in an individualized environment offers you more control over the topics you focus on. If there is a specific topic you can't quite seem to grasp, you can spend an entire study session going over it if you need to. Furthermore, you can increase the efficiency of your study sessions because you can skip over topics you already know. In addition, as you will the only student your instructor is working with, they can adapt the way they teach to fit your learning style.
How can I get set up with Portland SIE preparation?
Whether you are an adult who is trying to advance their career or a student at Concordia University-Portland or the University of Portland, you likely have a hectic schedule. As such, it can seem daunting to try to find extra time to study. SIE prep can help with this because it takes place completely online. Thus, you never have to worry about traveling to attend your class or tutoring session - you can attend from anywhere with an internet connection. If you are interested in learning more about Portland SIE prep, reach out to Varsity Tutors today.

Christopher: Portland SIE test prep instructor
...Hartford and a Bachelor's in Accounting from the University of Connecticut. With three years of experience in the financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 65
- +4 subjects

Edward: Portland SIE test prep instructor
...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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 66
- Series 6
- Series 7
- +26 subjects

John: Portland SIE test prep instructor
...Management, coupled with a prestigious Chartered Financial Analyst (CFA) designation, Certified Public Accountant of Kenya (CPA), Certified Information Systems Auditor (CISA), and New York Broker Dealer Certifications (Series 7 and Series 63), I bring a wealth of expertise and experience to the table. My journey in the corporate sector has equipped me with invaluable insights into the intricacies of finance and business management. However, it's my passion for education and mentorship that truly drives me....
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- SIE
- ABOMS - American Board of Oral and Maxillofacial Surgery
- Series 14
- CLTD - Certified in Logistics, Transportation and Distribution
- +620 subjects

Braden: Portland SIE test prep instructor
...am a recent Chemical Engineering graduate with a minor in economics from the University of Oklahoma living in 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, and I...
Education & Certification
- University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Microeconomics
- +64 subjects

Nancy: Portland SIE test prep instructor
...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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 24
- Series 63
- Series 66
- +85 subjects

Michael: Portland SIE test prep instructor
...floor to moving upstairs running execution trading desks at inter dealer brokers. What I can help you with obtain a better understanding are the following subjects; equities types, options, futures, swaps, energy trading both paper and physical, OTC (over the counter) derivative products, technical analysis, order types and usage, terms such as MOC,MOO, not held, held, stop, best effort etc. and PFOF it's effect on trading and it's use by companies like Robinhood, dark pools,...
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 3
- Series 44 - NYSE Arca Options Market Maker Exam
- Series 55
- +14 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- SIE
- Series 66
- Series 63
- Series 79
- +20 subjects

Brendan Daniel : Portland SIE test prep instructor
...you. I firmly believe in bringing the practical application of subjects to education. What you are learning isn't all theory, after all. I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently,...
Subject Expertise
- SIE
- Series 79
- Series 66
- CPA
- +62 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- SIE
- CPA
- Series 7
- Series 66
- +35 subjects

Daniel: Portland SIE test prep instructor
...communication skills. I have a proven track record of working within a diplomatic mission, supporting senior civil servants in developing and implementing policies and programs that boost trade and investment. As the Founder of Envoy West, I specialize in U.S market entry strategies, go-to-market planning, and business development for technology companies. I have successfully completed over 40 market entry projects, helping clients navigate the complexities of the U.S. market. My expertise lies in identifying prospective...
Education & Certification
- Nottingham Trent University - Bachelor of Science, International Relations
Subject Expertise
- SIE
- Series 82
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +1 subjects

Michael: Portland SIE test prep instructor
...Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really 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...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 10
- +16 subjects

Ross: Portland SIE test prep instructor
...with a focus on history. Since graduation, worked in government in economic development which caused a love for finance. I have studied for the SIE and passed it and helped other people pass the SIE. I am most passionate about History. In my experience helping struggling students prepare for Standardized Tests, we always seem to have the most fun. I am a firm proponent of education, believing it to be absolutely necessary for an improved...
Education & Certification
- University of New Haven - Bachelor in Arts, Political Science and Government
- Mercy College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 7
- Series 24
- FINRA - Financial Industry Regulatory Authority
- +22 subjects

Victoria: Portland SIE test prep instructor
...have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities 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...
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
- Series 66
- Series 24
- Insurance License
- +35 subjects

John: Portland SIE test prep instructor
...have 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...
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 9
- Series 4
- Series 3
- +38 subjects

Karen: Portland SIE test prep instructor
...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 it down for you and relate it to something that makes sense for you.
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 65
- Series 99
- Series 10
- +24 subjects

Evan: Portland SIE test prep instructor
...school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 65
- Series 24
- CFA
- +27 subjects

Godswill: Portland SIE test prep instructor
...I graduated magna cum laude with Bachelor's degree in Mechanical Engineering with specialization in Computational Fluid Dynamics (CFD). I was also the third best student in my graduating class. As an engineering student, I started out helping my two younger siblings with their high school homework in Math, Physics and several science subjects. Their friends quickly joined the study group and I eventually found myself tutoring a group of 6 to 12 graders that quickly...
Education & Certification
- Rivers State University - Bachelor of Engineering, Mechanical Engineering
- Texas Southern University - Master of Science, Computer Science
Subject Expertise
- SIE
- Series 7
- Series 79
- PRAXIS
- +138 subjects

Andrea: Portland SIE test prep instructor
...others succeed. I hold a Master's Degree in Corporate Finance & Investments from Washington University in St. Louis and a Bachelor's Degree from the University of Central Missouri, and have developed a deep understanding of the principles of finance, accounting, economics, investment products, and business topics through 8 years of experience working in corporate finance. In addition to my professional experience, I have a proven track record of tutoring peers, colleagues, and students in finance-related...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- SIE
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +56 subjects

James: Portland SIE test prep instructor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- Series 3
- +24 subjects

Jennifer: Portland SIE test prep instructor
...I have taught natural science in higher education for more than 8 years. Before that, I tutored chemistry and algebra to my peers in undergrad as well as high school students who were preparing for SAT. Most recently, I obtained the SIE, series 7, and series 66 licenses. While I am capable of tutoring a broad range of subjects, I am more interested in helping students/clients prepare for certification exams such as the SIE, Series...
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- SIE
- Series 87
- Series 86
- Series 66
- +18 subjects