Award-Winning SIE Tutors in Chester County, PA

Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!

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 specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through their...

...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 2...

...successful and enjoyable experience. Why Choose My Tutoring Services? Customized Help: I assess your strengths and weaknesses to create a personalized study plan that focuses on areas needing improvement, ensuring efficient and effective preparation. Expert Knowledge: With extensive experience and deep understanding of the securities and financial planning industries, I provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and...

...students from my time at the Texas A&M Writing team, to coaching associates at my day job through Series 7, 63 and SIE exams. I have obtained a Bachelor of Science Degree from Texas A&M University, majoring in Economics. After graduation I complete my FINRA Series 7,63, 9, 10 and SIE certifications. I have also completed the Certified Financial Planner coursework. I tutor the FINRA Series exams mentioned above, personal finance and writing. My teaching...

...Studies. Throughout college, I held several student support rolesincluding tutor, mentor, career educator, and residential advisorwhich deepened my passion for education and student success. After graduation, I began my current role as a Banker while also working as a Youth Engagement Specialist. In that role, I led leadership and life skills programs focused on financial literacy, effective communication, time management, networking, and personal brandingwith a strong emphasis on college and job readiness. I'm passionate about...

...best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give you honest feedback along the journey. If you're looking for a disciplined approach to get to test day, I'm the person for you. Thank you and good...

...empowering students to achieve their academic and career goals. My experience includes tutoring in ACT English, college application essays, and public speaking, where I focus on personalized strategies that cater to each student's unique learning style. I believe in fostering a supportive and engaging environment that encourages students to confront challenges with resilience. My background as a financial analyst at Goldman Sachs and my journey as a former ballerina instilled in me the discipline and...

I love to teach and inspire my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade...