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Series 7, 66 & SIE Tutor — Recently Passed, CFP Coursework
Christopher S.

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Hourly Rate: $55

About Christopher


Bio

I came to tutoring through a winding path that turned out to be a real strength. I hold a Bachelor of Science in Finance, summa cum laude, and I've completed the CFP Board-registered coursework toward the Certified Financial Planner designation. I'm an actively licensed financial professional with FINRA Series 7 and Series 66 registrations and California Life and Health Insurance licensure, and I recently sat for and passed the Series 7 myself, which means I remember exactly where the test...

I came to tutoring through a winding path that turned out to be a real strength. I hold a Bachelor of Science in Finance, summa cum laude, and I've completed the CFP Board-registered coursework toward the Certified Financial Planner designation. I'm an actively licensed financial professional with FINRA Series 7 and Series 66 registrations and California Life and Health Insurance licensure, and I recently sat for and passed the Series 7 myself, which means I remember exactly where the test trips people up and how to think through the question patterns rather than just memorize them.

Before finance, I taught physical education to elementary and middle school students in Kosovo, worked as an adventure guide leading groups of teens and young adults at Mount Hermon in California, and spent time as an electrical technician training newer team members on the job. The common thread has been breaking complicated material into pieces an actual human being can hold in their head.

My approach depends on what the student needs. For securities exam prep like the SIE, Series 7, and Series 66, I focus on building intuition for the underlying concepts first, because students who understand why a rule exists answer correctly even when the wording is unfamiliar, while students who only memorize get tripped up by the test's reword traps. For finance, economics, and statistics coursework, I work through problems alongside the student rather than lecturing, asking questions that help them notice where their own reasoning is getting stuck. For algebra, precalculus, and SAT math, I prioritize closing specific gaps over reviewing everything.

I've taught one-on-one, in small groups, and in classroom settings, with students ranging from elementary age through working adults preparing for professional credentials. I'm patient, I don't rush, and I'd rather a student leave a session genuinely understanding one thing than walk away with a notebook full of stuff they can't use.


Education

Southern New Hampshire University
Finance

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Approved Subjects

Series 66

Series 66

I hold an active FINRA Series 66 registration, which means I've passed the exam recently and worked through every topic on the current outline, from the Uniform Securities Act and investment adviser registration requirements to portfolio theory, fiduciary duty, and ethical practices. I've also completed the CFP Board-registered coursework toward the Certified Financial Planner designation, which goes substantially deeper into the investment adviser and fiduciary material than the 66 itself, so I can explain not just what the rules are but why they exist and how they actually play out in practice. My approach with Series 66 students focuses on the regulatory and ethics sections first, because those tend to be the lowest-scoring areas for test-takers who came in strong on the investment math, and I work through scenario-based questions repeatedly until students recognize the patterns the exam writers favor. I work especially well with students who already passed the Series 7 and are studying the 66 as the second half of their licensing path, since that was my own sequence and I know how to bridge what they already know into the new material efficiently.
SIE Exam (Securities)

SIE Exam (Securities)

I hold active FINRA Series 7 and Series 66 registrations, both of which require the SIE as a prerequisite, so I've worked through the SIE material and the upper-level securities exams in close succession and remember exactly where the conceptual handoffs happen. I also hold a Bachelor of Science in Finance, summa cum laude, and have completed the CFP Board-registered coursework, which gives me a deeper grounding in the products, regulations, and market structures the SIE tests than many tutors who have only studied the exam itself. My approach with SIE students focuses on building real intuition for why each rule exists and how the different product categories relate to one another, because the test rewords questions in ways that punish pure memorization and rewards students who actually understand the framework. I work especially well with career-changers and recent hires who are studying the SIE under time pressure, since I came to the securities industry mid-career myself and know what it feels like to learn this material while juggling a job offer or a start date.
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Hourly Rate: $55
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