Award-Winning Series 6 Tutors serving Houston, TX

...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 and...

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!

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.

...is to try to keep it as simple as I can by using analogies and references that is unique to each person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also...

...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, or...

I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!

...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 tutor...

...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 what leads to their future...

...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. I attended what was then a...

...on different levels. I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest of your life. As a certified...

...the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually...

...Arts Degree in Family and Consumer Science with a Minor in Business Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life & Health Agent and Medicare Health Agent. I focus on explaining real-life business experience examples so students understand how certification questions relate to situations they may encounter in the future. I...

...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 it down for you and relate...

...I started my career in banking to pursue my love for finance. My professional journey in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame....

I am a mother, teacher and life long learner, with plans to begin doctoral studies in Urban Education in the Fall of 2021. I am committed to helping students of all ages to tap into their creative minds and critical thinking capacity, enabling them to become the best version of themselves possible. Learning is fantastic and it is my honor to be able to assist every student become excited about discovery!

...Series 6, 7 and 66 for the past 26 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including, Kaplan, ExamFX, Training Consultants, STC and Achievable. I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and...

...primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at that.

...am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well 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...

...in house options course in Chicago with a peer group. We were close-knit, collaborative and hand-picked for what would be a rigorous and unique learning experience to set a foundation for our respective quantitative trading roles. I became a market maker, providing liquidity to the public orders, a specialist, keeping an orderly book of all public orders, and floor manager, overseeing the daily operations. The environment was dynamic, highly demanding, requiring laser focus, preparation and...

Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.