Award-Winning SIE Tutors in Milpitas, CA

...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...

I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side.

I am a graduate of the Darla Moore School of Business in South Carolina. Since then I have worked as a paraplanner and assistant to financial advisors.

...Securities Industry Essentials (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...

...my wisdom shines through my positive energy-my students give me the greatest gratification when they are overcoming learning roadblocks-I tutor a broad range of subjects including Professional Certifications, Insurance License, NMLS, SIE, and Series 6. I am a graduate of Eastern Illinois University. I received my Master of Science Degree and Bachelor of Arts Degree...

...graduate of Bucknell University with a Bachelor's degree in Business Administration (with a focus in Finance) and a second degree in French and Francophone 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...

...University in 1996 with a degree in Economics. I look forward to teaching students and learners and have a positive influence in your education and experience. I have a track record of increasing scores in SSAT to SAT and also achieve passing grades in college courses. I am copyrighting my tutoring method that prepares students...

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.

...undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial...

...elect me to two different FINRA offices. One was regional office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3...

...have the opportunity to help you in taking the next step in your career in the financial services industry. I have obtained my Life and Health, SIE, Series 7, and Series 66 licenses and am eager to share my tips and tricks to passing these exams with flying colors. When teaching I prefer to apply...

...be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward...

...1, American Government, and Investments. I believe that learning should be a memorable and relatable experience for students to enjoy and to apply in their life. My desire is for students to be able to experience the countless opportunities and places that reading and learning can take them as Dr. Seuss said. Reading and learning...

...that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license or your CFP marks!

...subjects related to securities licenses, including the SIE, Series 7, and Series 66. My approach centers on translating complex concepts into relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore...

...graduate of Alabama State University, where I received my Bachelor's Degree in Mathematics. Currently, I am in my last semester of finishing up my Master's Degree in Mathematics. For four years I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th,...

Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.

...in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I...

...I will set you up to the 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...

...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...