Award-Winning SIE Tutors in Westchester, NY

...with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24,...

...finance. My teaching philosophy is centered on making complex topics accessible through real-world applications and tailored lesson plans that accommodate individual learning styles. I believe in fostering a supportive environment that builds confidence, using practical examples and interactive exercises to ensure my students grasp foundational concepts. My background includes hands-on experience at PwC and J.P. Morgan, which enriches my tutoring sessions with insights from the industry. I am passionate about helping students not only succeed...

I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.

...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 with confidence.

...in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam . I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of 2019 I passed the Series 65....

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.

I am a dedicated teacher committed to facilitating students in achieving their goals and in helping them stretch beyond what they think they can achieve.

...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!

...my passion for education and student success. After graduation, I began my current role as a Banker while also working as a Youth Engagement Specialist. In that role, I led leadership and life skills programs focused on financial literacy, effective communication, time management, networking, and personal brandingwith a strong emphasis on college and job readiness. I'm passionate about helping students thrive because I've been in their shoes. There's nothing more rewarding to me than watching...

...Central Missouri, and have developed a deep understanding of the principles of finance, accounting, economics, investment products, and business topics through 8 years of experience working in corporate finance. In addition to my professional experience, I have a proven track record of tutoring peers, colleagues, and students in finance-related subjects over the course of 4 years and served as lead business tutor of my undergraduate university. My tutoring approach is focused on simplifying complex financial...