Award-Winning SIE Tutors in Independence, MO

...a decade of experience in Financial Services, I understand the challenges and pressures of pursuing certification and licensing exams. Having passed several exams on the first try, I know firsthand the dedication and strategic approach needed to succeed. My passion for helping students stems from a deep commitment to making this journey as smooth and...

...a graduate of Penn State University. I received my degree 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....

...a goal-oriented individual who enjoys helping others learn personally and professionally. As a Mom and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. Parenting my children at home on how to do well in class and on tests. 2. Advising employees on how...

...an experienced professional in finance and public policy, holding a degree that has equipped me with a strong analytical foundation. With over 6 years of tutoring experience, both in-person and online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students...

...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...

...Joyce, and I'm here to help you excel in your academics. I hold a degree in Economics from Rutgers University, where I also pursued minors in International Relations and Korean. What sets me apart is my unique relationship with educationI graduated a semester early thanks to careful planning and a passion for learning. I understand...

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...

...Orleans native with 20 years in Las Vegas, I bring a unique blend of business acumen and academic knowledge to my tutoring. I studied Economics and Finance at UNLV and have a diverse background as a small business owner, managing various ventures in the food and beverage industry, as well as experience in wholesale distribution,...

...10 years of experience in corporate finance, I bring real-world expertise and a passion for helping others understand complex financial topics. I hold multiple investment licenses, including the SIE and Series 6, 7, 63, and 66 and have trained new financial professionals both in the U.S. Air Force and during my time at JP Morgan....

...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....