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Brandon R.

Experienced and Effective Financial Licensing Tutor

Experienced and Effective Financial Licensing Tutor

$109/hour

  • 453 hours tutoring

  • Denver, CO 80219

About Brandon


Bio

I have 15 years of finance experience and currently provide help with the SIE (Securities Industry Essentials) exam, plus the Series 4, 6, 7, 9, 10, 63, 65, and 66. My philosophy is simple: complicated financial concepts can be easily understood when broken down into small, clear, and fun pieces.

I teach how to better understand the testable material, give interesting real-world examples for context, and help build test-taking skills along the way. My style of teaching works because I aim...

I have 15 years of finance experience and currently provide help with the SIE (Securities Industry Essentials) exam, plus the Series 4, 6, 7, 9, 10, 63, 65, and 66. My philosophy is simple: complicated financial concepts can be easily understood when broken down into small, clear, and fun pieces.

I teach how to better understand the testable material, give interesting real-world examples for context, and help build test-taking skills along the way. My style of teaching works because I aim to have a discussion (not a lecture). The more we can have a conversation, the more comfortable you'll be with the material.

Unlike most of the tutors on Wyzant, teaching others how to pass financial licensing exams is my only focus. I don't have another full-time job, which is why I'm available 7 days a week at any time. Would you want to hire someone who only tutors part-time or someone who 100% focus on teaching?

With 17 years of finance-related experience and 12 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018).

In March of 2018, I left my Principal Facilitator position at Fidelity Investments to focus full-time on tutoring. After years of providing dry and difficult-to-understand materials from top licensing vendors, I am now working to revolutionize the way the SIE, Series 4, 6, 7, 9, 10, 63, 65, and 66 is taught.

Reach out at any time and I'll get right back to you. I'm more than happy to help!


Education

Attended Florida State University
B.S. in Finance

Policies

  • Hourly Rate: $109
  • Rate details: Reach out to me for discounted group rates.
  • Lesson cancellation: 4 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Series 6,

Series 6

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.
Series 63,

Series 63

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.
Series 65,

Series 65

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.
Series 66,

Series 66

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.
Series 7

Series 7

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015 through 2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.

Test Preparation

Series 6,

Series 6

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.
Series 63,

Series 63

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.
Series 65,

Series 65

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.
Series 66,

Series 66

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015-2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.
Series 7

Series 7

With 15 years of finance-related experience and 10 years of Licensing teaching expertise, I helped over 2,000 learners successfully pass FINRA/NASAA exams while working for Fidelity Investments. My programs posted pass rates that always exceeded company goals and my students consistently ranked me as a top-tier Facilitator, including a 100% top-box (7/7) rating from 300+ learners for three straight years (2015 through 2018). In my career, I mastered the testable concepts in the Series 6, 7, 9&10, 63, 65, and 66 and taught hundreds of classes on these topics.

Ratings and Reviews


Rating

5.0 (119 ratings)
5 star
(117)
4 star
(0)
3 star
(1)
2 star
(1)
1 star
(0)

Reviews

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All reviews

Excellent experience

Brandon was great at making a tough topic easy to understand. Looking forward to next session.

Doug, 2 lessons with Brandon

Helped with My Confidence

We went through the QBank and it was so helpful with increasing my confidence that I actually know the material. I would truly recommend because it was so informative but in a fun way.

Natasha, 11 lessons with Brandon

Knowledgeable and patient tutor

Great first review with Brandon. He took as much time as needed to help me understand key topics and had some great materials to back up his lessons. What was even more helpful was the links he sent afterwards to review what we covered. Looking forward to working with Brandon again.

Anthony, 2 lessons with Brandon

AMAZING!!!!!

Brandon is amazing. He is worth every dollar. He is knowledgeable and great to work with. I will recommend him to everyone. I had several lessons and he taught me so much more than any class could ever.

Stephanie, 20 lessons with Brandon

Knowledgeable and relatable tutor.

Brandon does a great job of keeping the material interesting and relating it back to real world situations. You can tell that he is very knowledgeable about the material and truly wants you to learn and get better.

Carter, 9 lessons with Brandon

Very helpful

Brandon brought complex concepts down to a simple level. The analogies used helped me understand concepts that I kept getting stuck on in the past. Highly recommend Brandon!!!

Scott, 3 lessons with Brandon

Ideal Learning Environment and Interaction

I’ve had my second lesson with, Brandon. To name a few remarkable characteristics of his teaching style: he’s a resourceful and easy-going teacher, he lets you work through a thought process, and he gives equally simple and thorough explanations for difficult concepts. His method seems “anti-lecture”, which will give learners the chance to retain more, and not just cram rote memorization. I like to think it isn’t a coincidence that I improved my final exam score by 10%, yesterday.

Morgan, 4 lessons with Brandon

Helpful and quick

Studying for the SIE/Series 7 Top Off Exam. He helped me with bonds, including par value, discounts, premiums, nominal yield, current yield, yield to maturity, yield to call, basis, bond volatility, and more. He gets back to you in the same day if you have any questions. He sends screen shots of any notes he helped you with (white board). Will be using him for the rest of my studying for these exams.

Ashley, 1 lesson with Brandon

Excellent teacher, very knowledgeable!

Brandon was phenomenal! Gave me a confidence boost going over weaknesses and overall test questions. Looking forward to the exam!

Anthony, 1 lesson with Brandon
Contact Brandon

Response time: 5 hours

$109/hour

Brandon R.

$109/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Brandon

Response time: 5 hours