Search
Chris M.'s Photo

Chris M.

Experienced Licensing Tutor: SIE, Series 7, 65, 63, 66, 6 and 9

Experienced Licensing Tutor: SIE, Series 7, 65, 63, 66, 6 and 9

$115/hour

  • 424 hours tutoring

About Chris


Bio

I tutor the SIE, Series 7, 63, 65, 66, 6, & 9. I have helped over 500 students pass the series 7 as a professional corporate trainer for a large broker dealer firm as well as private 1:1 tutoring. My experience includes teaching multiple live classes of 20 students to pass the series 7 and 63 in a structured 6 week training program. I am familiar with the most commonly asked questions and difficult topics such as debt, options, margin, convertible bonds, suitability, and regulations. I help...

I tutor the SIE, Series 7, 63, 65, 66, 6, & 9. I have helped over 500 students pass the series 7 as a professional corporate trainer for a large broker dealer firm as well as private 1:1 tutoring. My experience includes teaching multiple live classes of 20 students to pass the series 7 and 63 in a structured 6 week training program. I am familiar with the most commonly asked questions and difficult topics such as debt, options, margin, convertible bonds, suitability, and regulations. I help students to identify topics that can have the greatest impact on score, breakdown test concepts into simple steps, and build a test taking strategy to pass the exam. My personal exam scores are: Series 7 - 92%, Series 63 - 87%, Series 9 - 92%, and Series 10 - 83% all of which were passed on the first try.

I went to school for finance with a double major in economics and have ten years of experience working in the financial services industry. I started as a registered representative and worked my way up to a series 9/10 licensed supervisor during this time as well as taught FINRA/NASD licensing exams as a corporate trainer both in a live classroom and virtual setting.

If you are curious about what a question means, how to recognize the concept they are asking about, or need a simple explanation in layman’s terms I would be glad to help you. I like to use real world examples, explain the “why” and “how” behind a topic, and use visual examples such as pictures and visuals to help you understand. If you are interested in working together feel free to send me a message.


Education

Fort Lewis Collage
Finance and Economics

Policies


Schedule

Loading...

Sun

Mon

Tue

Wed

Thu

Fri

Sat


Subjects

Business

Series 6,

Series 6

I have been teaching the Series 6 for four years including the SIE and Series 6 top off exam. Two of these years were in a professional corporate training environment teaching both live and virtual classes to new employees of a large broker dealer firm. I have experience working one on one with students helping them to pass the Series 6 by practicing the difficult concepts through practice questions, workshops, setting up a study plan, helping with test taking technique, as well as giving practical advice from personal experience taking these exams.
Series 63,

Series 63

I have trained multiple students in the Series 63 over the course of four years teaching in a corporate classroom as well as one on one. I have studied for and taken the Series 63 with a successful passing score of 87% on the first try. The Series 63 is required for any student already taking the Series 6 or Series 7 exams; they are typically taken and taught back to back.
Series 65,

Series 65

I have taught Series 65 and 66 for 6 years, this includes professional experience as a facilitator at Fidelity Investments as well as being a private 1:1 tutor. I help financial advisors and others in the industry with both of these exams which have overlapping content with other FINRA/ NASAA exams I also regularly teach. In addition to this experience I have also taken and successfully passed these exams myself.
Series 66,

Series 66

I have taught the Series 65 and 66 for 6 years, this includes professional experience as facilitator at Fidelity Investments as well as being a private 1:1 tutor. I help financial advisors and others in the industry with both of these exams which have overlapping content with other FINRA/ NASAA exams I also regularly teach. In addition to this experience I have also taken and successfully passed these exams myself.
Series 7

Series 7

I have 4 years experience in the financial services industry 2 of which were specifically teaching series 7. The program I taught for series 7 was a structured 6 week paid corporate training program where I ran classes, helped students with questions, and tutored 1:1 with anyone who needed my help to pass the exam.

Test Preparation

Series 6,

Series 6

I have been teaching the Series 6 for four years including the SIE and Series 6 top off exam. Two of these years were in a professional corporate training environment teaching both live and virtual classes to new employees of a large broker dealer firm. I have experience working one on one with students helping them to pass the Series 6 by practicing the difficult concepts through practice questions, workshops, setting up a study plan, helping with test taking technique, as well as giving practical advice from personal experience taking these exams.
Series 63,

Series 63

I have trained multiple students in the Series 63 over the course of four years teaching in a corporate classroom as well as one on one. I have studied for and taken the Series 63 with a successful passing score of 87% on the first try. The Series 63 is required for any student already taking the Series 6 or Series 7 exams; they are typically taken and taught back to back.
Series 65,

Series 65

I have taught Series 65 and 66 for 6 years, this includes professional experience as a facilitator at Fidelity Investments as well as being a private 1:1 tutor. I help financial advisors and others in the industry with both of these exams which have overlapping content with other FINRA/ NASAA exams I also regularly teach. In addition to this experience I have also taken and successfully passed these exams myself.
Series 66,

Series 66

I have taught the Series 65 and 66 for 6 years, this includes professional experience as facilitator at Fidelity Investments as well as being a private 1:1 tutor. I help financial advisors and others in the industry with both of these exams which have overlapping content with other FINRA/ NASAA exams I also regularly teach. In addition to this experience I have also taken and successfully passed these exams myself.
Series 7

Series 7

I have 4 years experience in the financial services industry 2 of which were specifically teaching series 7. The program I taught for series 7 was a structured 6 week paid corporate training program where I ran classes, helped students with questions, and tutored 1:1 with anyone who needed my help to pass the exam.

Ratings and Reviews


Rating

4.9 (86 ratings)
5 star
(82)
4 star
(3)
3 star
(0)
2 star
(1)
1 star
(0)

Reviews

Show reviews that mention

All reviews

Easy to understand and very patient

Helped me finally understand options positions! He walked me through any questions I had and gave me tips along the way that have me getting the answers right!

Kathleen, 2 lessons with Chris

Helpful and Patient Tutor!!

I had about 6-8 sessions with Chris to prepare for my Series 7 Top Off Exam. I didn’t pass the first two tries and he helped me pass my third try! He is extremely knowledgeable and patient. I work full time and he was very accommodating with any last minute schedule changes. I highly recommend Chris!

Alexandra, 6 lessons with Chris

Excellent Teacher

Chris really breaks thing down in a way that’s easy to understand! He’s tutored me for the 63 and the 7. He’s patient and teaches based on your learning styles. I’m a very visual learner and he created whiteboard lessons that really helped me grasp difficult concepts! Couldn’t have gotten through all this without his expertise.

Lacey, 5 lessons with Chris

The Absolute Best

My second review I’m leaving for Chris because I literally would not have passed the SIE without him. Super patient, broke down the test for me and had little tricks for me to remember things. Will definitely work with Chris on getting my series 7 as well.

Nick, 6 lessons with Chris

SIE

Very patient and overall pleasant personality that we were able to go over parts of the SIE exam. He explained certain acronyms to help remember them for the exam. He knows how important is for me to pass this Exam.

Martina, 1 lesson with Chris

Highly Recommend!!!

Chris is super super cool to work with, goes over all questions with you in detail. Doesn’t make the session boring at all, really enjoyed working with him.

Nick, 6 lessons with Chris

Chris definitely deserves 5 stars!!!

Chris is very knowledgeable. He teaches in a way that builds the student’s confidence. He ask questions to make sure you understand the concept. Even if you get the answer correct he will have you explain why the others answers are not true. He shows visual responses to help make things clear. He explained amortization and accretion in our Bond discussion that made premium and discounted bonds more earier to understand.

Linda, 3 lessons with Chris

Amazing Tutor!

Chris is an amazing tutor and helped me pass my Series 7 exam after struggling to previously. Chris broke down the topics in a simplified way and made sure to address all of my questions before the session ended. After just two sessions I felt so much more confident going into my exam. Can't recommend Chris enough.

Bridget, 2 lessons with Chris

great lesson!

Chris did a nice job explaining the materials of the Series 7. Then we took questions together to make sure I understood concepts. Thanks! Test next week.

Laura, 2 lessons with Chris

Great teacher! Personable, Patient, Prep- Master!

Mr. Chris was very patient and was able to easily break down the most difficult topics in Options for the Series 7 exam. The instructor had a very fresh style of teaching that connected real world examples to inarguably "stale" financial topics. Would highly recommend if you want to build confidence and a strong foundation in principles vital for exam success.

DIAMOND, 2 lessons with Chris
Contact Chris

Response time: 2 hours

$115/hour

Chris M.'s Photo

Chris M.

$115/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Chris

Response time: 2 hours