Award-Winning SIE Tutors in Wake County, NC

...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...

...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. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important...

...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...

...I graduated from Wesleyan College and earned a Bachelor of Arts degree in English with a minor in Political Science. I also went to Augusta State University, currently known as Augusta University, and received a Master's degree in Public Administration. I obtained a Doctor of Philosophy Degree in Human Services with a Specialization in Management...

...have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to...

...my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with students of all ages....

...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 from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity. I...

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.

...these topics can feel at first - I've been through it myself. In my career, I've built financial models for multi-billion dollar deals, underwritten investments across industries, and worked closely with senior executives and investors experiences that shape how I teach and mentor today. I'm patient, flexible, and committed to making sure our sessions are...