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.

Aaron: Portland SIE test prep instructor
...investment banking, political economy and macro- and microeconomics, the last of which I also led study groups for. I was further nominated by my professors to lead study groups in statistics and intermediate mathematical microeconomics. I have worked, both formally and informally, providing career advice to students, particualrly those interested in pursuing a career in finance. I have helped numerous students successfully gain internships and full-time jobs in finance and look forward to continuing to...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- SIE
- Business Ethics
- Business Statistics
- Economics
- +31 subjects

Kristin: Portland SIE test prep instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- SIE
- Series 66
- Series 7
- Series 63
- +1 subjects

James: Portland SIE test prep instructor
...licensed banker with JPMorgan Chase. I was a college baseball player at the University of Mount Union where I majored in Sport Business and Business management. Since then I have completed my MBA with Walden University in 2018 and will be completing my Masters of Science in Leadership and Management with Purdue Global in 2022. I have a passion for coaching and sharing my experiences in hopes of allowing other to realize their own goals.
Education & Certification
- University of Mount Union - Bachelor in Arts, Business Administration and Management
- Walden University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Writing
- Economics
- High School Level American History
- +32 subjects

Kevin: Portland SIE test prep instructor
...including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with my family and our dog. I look forward to hearing from you...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Elementary Math
- Personal Finance
- IB History HL
- +41 subjects
Subject Expertise
- SIE
- High School Business
- Finance
- Productivity
- +21 subjects

Hal: Portland SIE test prep instructor
...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 Commodities Futures Exam (Series 3), passing...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- SIE
- Technical Writing
- IB Economics
- Microsoft Office
- +162 subjects

Krista: Portland SIE test prep instructor
...State University) & MBA (Capella University). I 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 I have learned for the various exams. I have various study tips and...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- SIE
- Business
- College Accounting
- Macroeconomics
- +18 subjects

Johnathan: Portland SIE test prep instructor
...2010. A few years after that I graduated college and started a career in government with the Office of the Mayor of New York City. Here I demonstrated data driven change by working with the Office of Management and Budget to fine-tune procurement processes and spending for various programs. The following year, a position was offered to me by the New York City Police Department, to work for the Deputy Commissioner of Management and Budget....
Education & Certification
- Rider University - Bachelor of Fine Arts, Police Science
- Fordham University - Master of Laws, Prelaw Studies
Subject Expertise
- SIE
- AP U.S. Government & Politics
- GRE
- Personal Finance
- +36 subjects

Vincent : Portland SIE test prep instructor
...Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- College Economics
- Economics
- Series 65
- +14 subjects

Zachary: Portland SIE test prep instructor
...of a broker dealer. I work for a large firm in the industry and give investment advice to our high networth clients between 250k-5MM 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 designed specifically to teach you the information you need to know to...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- SIE
- Series 63
- Finance
- Series 24
- +11 subjects

Isaiah: Portland SIE test prep instructor
...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 me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I provide reading material, notes, and test questions for each student during each session. My mission is to help...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- SIE
- Professional Certifications
- Calculus 3
- Algebra 2
- +29 subjects

Nancy: Portland SIE test prep instructor
...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, or American or World History.
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Elementary School Reading
- High School Economics
- Personal Finance
- +81 subjects

Peter: Portland SIE test prep instructor
...the present two exams being the SIE and the Series 7 top off. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a better understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- SIE
- Series 10
- Insurance License
- Series 27
- +18 subjects

William: Portland 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 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 27
- +22 subjects

Sarah: Portland SIE test prep instructor
...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 and I am here to facilitate. I have a lot...
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
- CFP
- College Business
- AP Computer Science Principles
- +36 subjects

Harrison: Portland 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
- College Economics
- Series 7
- Math
- +20 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 7
- FRM
- Public Speaking
- +14 subjects

Kyle: Portland 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
- Series 6
- Series 7
- +10 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Human Resources
- Series 57
- AP Macroeconomics
- +24 subjects

Scot: Portland SIE test prep instructor
...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 are very important characteristics of an impactful education! I look...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 57
- CFP
- Series 24
- +12 subjects