Top SIE Tutors serving Austin

Sarah: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...of financial planning in the first place. I have been tutoring for nearly a decade, and for several years I have been exclusively tutoring the CFP. Everyone learns differently, and I love getting to know my students and charting their best course of success with each of them. I've partnered with first-time testers and re-testers alike; whatever your situation, we can find a strategy that is unique to you and your needs. We'll start with...
Education & Certification
Texas Tech University - Bachelor of Science, Financial Planning

John: Austin SIE tutor
Certified SIE Tutor in Austin, TX
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.
Education & Certification
Lycoming College - Bachelor in Arts, Economics
Alvernia University - Masters in Education, Urban Education and Leadership

Brian: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South...
Education & Certification
Portland State University - Bachelor of Science, Finance

Gary: Austin SIE tutor
Certified SIE Tutor in Austin, TX
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
Columbia College - Bachelor in Business Administration, Business Administration and Management

Michael: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...held or not held basis. Held means I am given the price by the client to fill and not held means the order is at my discretion to pick the price. Here we traded large institutional size orders of every strategy for the banks client who are sophisticated hedge funds, asset managers and clients were desks in a bank who used me instead of their in-house trading desks. I have been involved in quantitative portfolio...
Education & Certification
Long Island University-C W Post Campus - Bachelor of Science, Finance
CUNY Bernard M Baruch College - Master of Science, Finance

Victoria: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...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 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...
Education & Certification
University of South Alabama - Bachelor of Science, Biology, General
Florida Atlantic University - Masters in Business Administration, Business Administration and Management
ACT Reading: 32

Dennis: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...fund trader 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...
Education & Certification
Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
SAT Math: 800
SAT Verbal: 730

Kim: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...in the finance arena, including insurance, securities & investment banking/related) I can relate to people 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...
Education & Certification
University of Alaska Anchorage - Bachelor of Science, Political Science and Government
International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology

Michael: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...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 and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial...
Education & Certification
Capella University - Doctor of Philosophy, Finance

Robert: Austin SIE tutor
Certified SIE Tutor in Austin, TX
I am passionate about lifting up the next generation of business leaders. I had amazing tutors when I was in college and business school and I am ready to pay it forward.
Education & Certification
Carnegie Mellon University - Masters in Business Administration, Business Statistics

Richard: Austin SIE tutor
Certified SIE Tutor in Austin, TX
I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side.
Education & Certification
Purdue University - Bachelor in Arts, Education
Indiana University - Master of Science, Public Finance

Peter: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...lawyers. You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses....
Education & Certification
Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
California University of Pennsylvania - Master of Science, Mathematics and Statistics

Hal: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...the whole of society. No one method applies to all. It is my goal to 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...
Education & Certification
Frostburg State University - Bachelor of Science, Accounting and Business Management
Frostburg State University - Master of Science, Management Science

Daniel: Austin SIE tutor
Certified SIE Tutor in Austin, TX
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!
Education & Certification
Malone University - Bachelor in Arts, Organizational Leadership
Baldwin-Wallace College - Masters in Business Administration, Accounting

James: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...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

Nancy: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...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 American...
Education & Certification
Rhodes College - Bachelor in Arts, Economics
Harvard Business School - Masters in Business Administration, Finance

Aaron: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...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 help aspiring professionals achieve their goals. In my free...
Education & Certification
Bucknell University - Bachelor in Business Administration, Accounting and Finance

Krista: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...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 tricks that I have found helpful and previous students that I have...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
Capella University - Masters in Business Administration, Project Management

John: Austin SIE tutor
Certified SIE Tutor in Austin, TX
I 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...
Education & Certification
Yale University - Bachelor of Science, Computer Science
New York University - Masters in Business Administration, Finance
GMAT: 740

Joyce: Austin SIE tutor
Certified SIE Tutor in Austin, TX
...the challenges students can face, as I've personally encountered and overcome them. My journey has equipped me with valuable study and teaching skills that can make a real difference in your academic success. I'm not just here to give you answers; I'm here to guide you toward them, fostering active learning and critical thinking. I have a deep passion for helping individuals reach their goals, and I'm excited to be part of your academic journey....
Education & Certification
Rutgers University-Newark - Bachelor in Arts, Economics
Private SIE Tutoring in Austin, TX
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