Top SIE Tutors serving San Mateo

Joseph Fon: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
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 satisfaction, happiness and compensation. As a Varsity Instructor, I will maintain the same values even though there will be no assets to manage.
Education & Certification
University of New Orleans - Bachelor of Science, Business Administration and Management
University of Alabama - Master of Science, Economics

Donald: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...United States Naval Academy and was a linebacker for the football team from 2011-2015. I earned my Bachelors of Science in History. The Naval Academy challenged me in ways I did not know were possible. I was tested every single day mentally, morally, and physically. The Naval Academy is an Engineering school and all students are required to take dozens of credits of technical STEM courses to include thermodynamics, electrical engineering, cyber security, physics, chemistry,...
Education & Certification
United States Naval Academy - Bachelor of Science, History
Louisiana State University-Shreveport - Masters in Business Administration, Finance

Kristin: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
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

Benjamin: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management

Brandy: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...7 licensed. I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree in Psychology.
Education & Certification
Bellevue University - Bachelor of Science, Psychology

Christopher: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual aids and interactive discussions to engage students. I enjoy creating a supportive learning environment where students can confidently grasp the intricacies of financial planning and investing. My professional background in financial advising and previous experience in higher education have equipped me with the skills...
Education & Certification
University of Connecticut - Bachelor's, Accounting
University of Hartford - Master's/Graduate, MBA - Management

Hajra: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my favorite jaunts are those unassuming places that my family and I spontaneously drive to on a weekend off. We...
Education & Certification
American International College - Bachelor of Science, Business Administration and Management

Michael: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move...
Education & Certification
Capella University - Doctor of Philosophy, Finance

John: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
I want to serve the academic needs of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.
Education & Certification
Lycoming College - Bachelor in Arts, Economics
Alvernia University - Masters in Education, Urban Education and Leadership

Johnathan: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...Mayor of New York City. Here I demonstrated data driven change by working with the Office of Management and Budget to fine-tune procurement processes and spending for various programs. The following year, a position was offered to me by the New York City Police Department, to work for the Deputy Commissioner of Management and Budget. This soon turned into a position with the Police Commissioner's Office, working on neighborhood policing policy citywide. I have helped...
Education & Certification
Rider University - Bachelor of Fine Arts, Police Science
Fordham University - Master of Laws, Prelaw Studies

Thomas: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...as experience in wholesale distribution, commercial insurance, ATM services, and SaaS. I currently teach middle school math in downtown New Orleans and enjoy tutoring high school and college Economics because I believe it should be accessible to everyone. I also enjoy helping adults pass insurance exams to further their career ambitions. My tutoring style involves using real-life money related examples from my business ventures to simplify challenging concepts in a calm and confident manner.
Education & Certification
University of Nevada, Las Vegas - Bachelor, B.S. Economics

Peter: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...money than doctors and lawyers. You do not need a secondary degree, you just need to pass the tests. You would want me as at tutor mainly because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I...
Education & Certification
Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
California University of Pennsylvania - Master of Science, Mathematics and Statistics

Johnny: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can by using analogies and references that is unique to each person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical...
Education & Certification
University of Houston-Victoria - Bachelor in Business Administration, Finance

Jennifer: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...SAT. Most recently, I obtained the SIE, series 7, and series 66 licenses. While I am capable of tutoring a broad range of subjects, I am more interested in helping students/clients prepare for certification exams such as the SIE, Series 7, 63, 65, 66, pharmacy technician certification exam (PTCE) etc. I have got tips and tricks on how to pass these exams in one sitting. In addition, I will incorporate real-world examples that will expand...
Education & Certification
Fort Valley State University - Bachelor of Science, Biology, General

Karen: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...Ashwood University in business administration. 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...
Education & Certification
Ashwood University - Masters in Business Administration, Business Administration and Management

David: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
Arizona State University - Bachelor of Science, Political Science and Government

Godswill: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...My academic journey began with tutoring my younger siblings in Math and Science, which grew into leading study groups of up to 50 students across grades 612. Over time, I expanded my teaching to college-level Physics, Mathematics, and Applied Mechanics, helping students connect complex theories to real-world applications. Throughout graduate school, I served as a teaching and research assistant, tutoring freshmen and sophomores in core subjects such as Algebra, Calculus, Statistics, and Physics. My teaching...
Education & Certification
Rivers State University - Bachelor of Engineering, Mechanical Engineering
Texas Southern University - Master of Science, Computer Science

Zachary: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.
Education & Certification
Florida State University - Bachelor of Science, Finance
University of Miami - Master of Science, Finance

Joseph: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified...
Education & Certification
University of Phoenix - Associate in Science, Business, General

Aaron: San Mateo SIE tutor
Certified SIE Tutor in San Mateo, CA
...macro- and microeconomics, the last of which I also led study groups for. I was further nominated by my professors to lead study groups in statistics and intermediate mathematical microeconomics. I have 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...
Education & Certification
Bucknell University - Bachelor in Business Administration, Accounting and Finance
Private SIE Tutoring in San Mateo, CA
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