Top SIE Tutors serving Philadelphia
Krista: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...currently licensed with the state 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...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
Capella University - Masters in Business Administration, Project Management
Robert: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
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
Jim: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Raman: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal of passing your...
Education & Certification
University of Houston-Downtown - Bachelor in Business Administration, Finance
Rice University - Certificate, Financial Planning
Jorge: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...of 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 approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing...
Education & Certification
Long Island University-C W Post Campus - Bachelor in Arts, English
Gabriel: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
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.
Education & Certification
Ross: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...focus on history. Since graduation, worked in government in economic development which caused a love for finance. I have studied for the SIE and passed it and helped other people pass the SIE. I am most passionate about History. In my experience helping struggling students prepare for Standardized Tests, we always seem to have the most fun. I am a firm proponent of education, believing it to be absolutely necessary for an improved quality of...
Education & Certification
University of New Haven - Bachelor in Arts, Political Science and Government
Mercy College - Masters in Business Administration, Business Administration and Management
Hal: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the...
Education & Certification
Frostburg State University - Bachelor of Science, Accounting and Business Management
Frostburg State University - Master of Science, Management Science
Jennifer: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...Administration. 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 they may encounter in the future. I enjoy sharing my tips and tools on how keep your "mind-over-matter" when...
Education & Certification
Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
Eastern Illinois University - Master of Science, Family and Consumer Sciences
Karen: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes sense for you.
Education & Certification
Ashwood University - Masters in Business Administration, Business Administration and Management
Johnathan: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...gain access to housing, jobs, hygiene, criminal justice reform, and affordable health care. In 2016 I was appointed by the Governor of New York State to be a local board member on the Selective Service Board in my neighborhood. By now I had traveled to China, Italy, Spain, England, the Caribbean, Canada, Mexico, and Germany, not to mention I had picked up two languages, becoming conversational in Mandarin Chinese and Spanish. Certainly, a lot has...
Education & Certification
Rider University - Bachelor of Fine Arts, Police Science
Fordham University - Master of Laws, Prelaw Studies
Kevin: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance
DeSean: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...help students, because I was a student once. During undergraduate, I tutored students in Statistics and College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the...
Education & Certification
Kutztown University of Pennsylvania - Bachelor of Science, Finance
Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Nancy: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...a variety of subjects. As 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...
Education & Certification
Rhodes College - Bachelor in Arts, Economics
Harvard Business School - Masters in Business Administration, Finance
Kristin: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
Lewis University - Masters in Business Administration, Agricultural Business
John: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...most relevant experience is as an equity trader, where I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my CFA candidacy and academic pursuits. I am excited...
Education & Certification
Marist College - Bachelor of Science, Business Administration and Management
Marist College - Bachelor in Arts, Economics
Barrett: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...largely a function of how it's defined, I consider my own success to 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 to a bright future!
Education & Certification
Florida International University - Bachelor of Science, Criminal Justice
Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Vincent : Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the 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 at hand. Let's get started!
Education & Certification
University of Central Florida - Bachelor of Science, Business and Managerial Economics
Georgian Court University - Masters in Business Administration, Business Administration and Management
Robin: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
Senior Associate in Equity Research | UCLA Economics/Finance Alumni To me, Finance is the intersection between art and science.
Education & Certification
University of California-Los Angeles - Bachelor of Science, Economics
Mary: Philadelphia SIE tutor
Certified SIE Tutor in Philadelphia, PA
...venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually...
Education & Certification
Dickinson College - Bachelor in Arts, Economics
Northwestern University - Masters in Business Administration, Finance
Private SIE Tutoring in Philadelphia, PA
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