Award-Winning SIE Tutors in Bolingbrook, IL

...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 I have been helping students pass the Series 6, 7 and 66 for the past 26 years and now recently the SIE as well. I...

...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...

...our high networth clients 1mm+ 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...

...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...

...your financial modeling skills, prepare for the SIE exam, or navigate the interview process for investment banking or private equity roles, I'm here to help. I understand how overwhelming these topics can feel at first - I've been through it myself. In my career, I've built financial models for multi-billion dollar deals, underwritten investments across...

...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 time, I enjoy watching sports, skiing, working out...

...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...

...U.S. market. My expertise lies in identifying prospective clients and partnerships, and providing strategic leadership and direction. I also have experience working on private placements with US-based family offices through my affiliation with Crestmont Investments. Prior to Envoy West, I served as the Capital Investment Director at the Department for International Trade in Washington, D.C....

...Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to...

...(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...