Award-Winning SIE Tutors in Washington DC

...a student grasps a challenging conceptoften referred to as the "light bulb" momenthas always been profoundly rewarding. As I progressed through my academic and professional career, I continued to tutor in various capacities. Whether it was assisting elementary students with basic math skills, guiding high schoolers through the intricacies of chemistry, or helping college students navigate the complexities of advanced calculus, I have embraced each opportunity to make a difference in someone's educational journey. One...

...the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually...

...family offices through my affiliation with Crestmont Investments. Prior to Envoy West, I served as the Capital Investment Director at the Department for International Trade in Washington, D.C. I led a high-performing team responsible for delivering significant growth capital and real asset sales. My role involved full sales cycle management for investment attraction and export promotion, collaborating with various departments and agencies to champion UK trade interests. My experience also includes serving as Vice Consul...

I believe in practicing until you get it right and that anyone can be successful if they have the right plan. You have to believe it to achieve it!

...of Nonprofit Agencies from Capella University. The teaching and tutoring experience that I have consists of working with elementary, middle, high school, college, and graduate students in subject areas pertaining to English, Writing, Pre-Algebra, Algebra 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...

As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.

Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!

I am a 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...

...on different levels. I excel in working with those who are learning challenged. This can range from a person who is a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest of your life. As a certified...

...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. 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...

...decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this perspective with students or working professionals as it tends to really boost confidence, progress, and choice for the individual. In my spare time, I enjoy reading, studying Scripture, being active with...

...Arts Degree in Family and Consumer Science with a Minor in Business 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...

...I have a BS (Penn State University) & MBA (Capella University). I 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...

...Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your starting position and help you map out a study and exam...

...help you with the preparation for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend and nail...

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

I am here to help you become as successful as possible.

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.

...New Haven. I received my Bachelor degree in Political Science with a 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...

...industry, I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve their goals and pass...