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Karen H.

Securities FINRA Exam SIE, Top Off 6 and 7, Series 66,65, 3, 4 and 53

Securities FINRA Exam SIE, Top Off 6 and 7, Series 66,65, 3, 4 and 53

$65/hour

  • 2,794 hours tutoring

About Karen


Bio

I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I have tutored for the SIE and new Top Off series 6 and 7 exams. I know what it takes to study and pass an exam. I am currently working in the securities industry. I have a BS in Finance from Quinnipiac University and an MBA in Finance from University of New Haven. Tutoring allows me to share my years of investment experiences and offer guidance to a student. I also maintain an active CT insurance license. My...

I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I have tutored for the SIE and new Top Off series 6 and 7 exams. I know what it takes to study and pass an exam. I am currently working in the securities industry. I have a BS in Finance from Quinnipiac University and an MBA in Finance from University of New Haven. Tutoring allows me to share my years of investment experiences and offer guidance to a student. I also maintain an active CT insurance license. My years of sales and management experience have made me an effective communicator. I am a visual learning and tutor using illustrations to improve the recall of information and concepts. I have organized and participated in many speaking engagements both in public and in corporate board rooms.

I enjoy a challenge and have consistently grown within my industry by enhancing my skills by taking classes and obtaining additional licesenes as well as taking on additional responsibilities. I enjoy meeting and working with new people. I am a positive person who can share my experiences to enhance a student's potential.


Education

Quinnipiac
Business
University of New Haven
MBA
FINRA Institute at Wharton-CRCP
Other

Policies

  • Hourly Rate: $65
  • Rate details: Discounted group rates for more than 2 students during the same lesson.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 11/20/2018

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Career Development,

Career Development

Based on my own career development path, I can share my personal experiences with a student on how to always look for improvement and challenges that showcase your strengths and help identify areas for improvement. I have a BS in Finance from Quinnicipac University, an MBA in Finance from Univeristy of New Haven and have 30 years of work experience in banking and securities. I have held sales, management and compliance/audit positions during my career by constantly challenging and improving myself in all aspects of my development.
Series 3,

Series 3

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Series 6,

Series 6

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Series 63,

Series 63

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Series 65,

Series 65

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Series 66,

Series 66

I have been in the securities industry since 1986 and have passed several industry exams, such as the 3, 4, 6, 7, 8, 24, 53, 63, 65 and 66 plus I have the CRCP certification from FINRA/Wharton Institute. I am a very motivated and professional person who enjoys my career and gains great satisfaction by helping others enter this field. My approach is very visual with illustrations and ways to recall a large amount of information quickly and easily. I feel it's important to discuss topics with students and to have them explain and rationalize topics back to me to ensure their understanding of the subject.
Series 7,

Series 7

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Finance, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Word

Computer

Microsoft Excel, Microsoft Word

Corporate Training

Career Development,

Career Development

Based on my own career development path, I can share my personal experiences with a student on how to always look for improvement and challenges that showcase your strengths and help identify areas for improvement. I have a BS in Finance from Quinnicipac University, an MBA in Finance from Univeristy of New Haven and have 30 years of work experience in banking and securities. I have held sales, management and compliance/audit positions during my career by constantly challenging and improving myself in all aspects of my development.
Proofreading,

Proofreading

I review all correspondence and advertising in my current role. I also read multiple research reports on a daily basis.
ESL/ESOL, Finance, Grammar, Macroeconomics, Microeconomics, Microsoft Excel, Microsoft Word

Elementary Education

Study Skills,

Study Skills

I would like to offer my years of experience and helpful tips in providing study skill tutoring. Over my 30 years in the banking and investment industry, I have studied and successfully passed multiple exams along with annual continuing education courses. I have the series 3,4,6,7,8,24,54,63 and 65 licenses and know what it takes to help pass. I set timelines to ensure I get through the material along with various techniques I've used to help remember and recall things for the exams. I use flashcards along with problem drills to help illustrate concepts effectively. I have the ability to explain details in an understanding way with my tone of voice, personal attention and bring high energy to create and maintain enthusiasm for the subject matter.
Grammar, Reading

English

Proofreading,

Proofreading

I review all correspondence and advertising in my current role. I also read multiple research reports on a daily basis.
ESL/ESOL, Grammar, Reading

Homeschool

Study Skills,

Study Skills

I would like to offer my years of experience and helpful tips in providing study skill tutoring. Over my 30 years in the banking and investment industry, I have studied and successfully passed multiple exams along with annual continuing education courses. I have the series 3,4,6,7,8,24,54,63 and 65 licenses and know what it takes to help pass. I set timelines to ensure I get through the material along with various techniques I've used to help remember and recall things for the exams. I use flashcards along with problem drills to help illustrate concepts effectively. I have the ability to explain details in an understanding way with my tone of voice, personal attention and bring high energy to create and maintain enthusiasm for the subject matter.
ESL/ESOL, Macroeconomics, Microeconomics, Reading

Language

ESL/ESOL

Most Popular

Study Skills,

Study Skills

I would like to offer my years of experience and helpful tips in providing study skill tutoring. Over my 30 years in the banking and investment industry, I have studied and successfully passed multiple exams along with annual continuing education courses. I have the series 3,4,6,7,8,24,54,63 and 65 licenses and know what it takes to help pass. I set timelines to ensure I get through the material along with various techniques I've used to help remember and recall things for the exams. I use flashcards along with problem drills to help illustrate concepts effectively. I have the ability to explain details in an understanding way with my tone of voice, personal attention and bring high energy to create and maintain enthusiasm for the subject matter.
ESL/ESOL, Reading

Other

Study Skills,

Study Skills

I would like to offer my years of experience and helpful tips in providing study skill tutoring. Over my 30 years in the banking and investment industry, I have studied and successfully passed multiple exams along with annual continuing education courses. I have the series 3,4,6,7,8,24,54,63 and 65 licenses and know what it takes to help pass. I set timelines to ensure I get through the material along with various techniques I've used to help remember and recall things for the exams. I use flashcards along with problem drills to help illustrate concepts effectively. I have the ability to explain details in an understanding way with my tone of voice, personal attention and bring high energy to create and maintain enthusiasm for the subject matter.
ESL/ESOL, Finance, Macroeconomics, Microeconomics

Special Needs

Study Skills

Study Skills

I would like to offer my years of experience and helpful tips in providing study skill tutoring. Over my 30 years in the banking and investment industry, I have studied and successfully passed multiple exams along with annual continuing education courses. I have the series 3,4,6,7,8,24,54,63 and 65 licenses and know what it takes to help pass. I set timelines to ensure I get through the material along with various techniques I've used to help remember and recall things for the exams. I use flashcards along with problem drills to help illustrate concepts effectively. I have the ability to explain details in an understanding way with my tone of voice, personal attention and bring high energy to create and maintain enthusiasm for the subject matter.

Summer

Study Skills,

Study Skills

I would like to offer my years of experience and helpful tips in providing study skill tutoring. Over my 30 years in the banking and investment industry, I have studied and successfully passed multiple exams along with annual continuing education courses. I have the series 3,4,6,7,8,24,54,63 and 65 licenses and know what it takes to help pass. I set timelines to ensure I get through the material along with various techniques I've used to help remember and recall things for the exams. I use flashcards along with problem drills to help illustrate concepts effectively. I have the ability to explain details in an understanding way with my tone of voice, personal attention and bring high energy to create and maintain enthusiasm for the subject matter.
ESL/ESOL, Macroeconomics, Microeconomics, Reading

Test Preparation

Career Development,

Career Development

Based on my own career development path, I can share my personal experiences with a student on how to always look for improvement and challenges that showcase your strengths and help identify areas for improvement. I have a BS in Finance from Quinnicipac University, an MBA in Finance from Univeristy of New Haven and have 30 years of work experience in banking and securities. I have held sales, management and compliance/audit positions during my career by constantly challenging and improving myself in all aspects of my development.
Series 3,

Series 3

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Series 6,

Series 6

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Series 63,

Series 63

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Series 65,

Series 65

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.
Series 66,

Series 66

I have been in the securities industry since 1986 and have passed several industry exams, such as the 3, 4, 6, 7, 8, 24, 53, 63, 65 and 66 plus I have the CRCP certification from FINRA/Wharton Institute. I am a very motivated and professional person who enjoys my career and gains great satisfaction by helping others enter this field. My approach is very visual with illustrations and ways to recall a large amount of information quickly and easily. I feel it's important to discuss topics with students and to have them explain and rationalize topics back to me to ensure their understanding of the subject.
Series 7

Series 7

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.

Examples of Expertise


Karen has provided examples of their subject expertise by answering 2 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

5.0 (1,397 ratings)
5 star
(1,371)
4 star
(20)
3 star
(3)
2 star
(1)
1 star
(2)

Reviews


Karen makes learning the 7 easy!

I am studying for my Series 7 TO and requested the help of Karen for the final few weeks before test date. Karen is an unbelievable tutor for multiple reasons. 1. Karen makes learning the most difficult material easy (options, muni etc..). Her tips, tricks and teaching methods put the the text books to shame. I never thought I would find the options part of the series 7 "easy" 2. Dedicated to the time that she spends with you. I appreciated the limited small talk involved, and really felt like I was getting my monies worth. Always provided notes and study materials that we reviewed during our sessions and recorded videos. Going back and re-watching the recorded sessions has been incredibly helpful for me. Working with Karen 100% made me feel more comfortable for my exam and would absolutely recommend her to anyone. Thanks for your time!

Connor, 6 lessons with Karen

Excellent tutor, knowleagble and patient

Options and how to properly analyze that and analyze the questions, find the key words. She makes it much easier for me to understand the concepts. She makes the class fun and enjoyable.

Maria Laura, 5 lessons with Karen
Tutor responded:

Thank you for sharing your experience with our lesson. I’m glad that I added value for you as you prepare for your exam.

Excellent Tutor

I’m glad I picked Karen. I was pleasantly surprised first time I met Karen. We clicked right away. I like her teaching technique. She is thorough and easy to understand. She gives a lot of tips how and where to concentrate to pass the exam. She will not disappoint. I look forward to my next session.

Sealm, 2 lessons with Karen
Tutor responded:

Thank you for sharing your experience with our lesson. I’m glad that I added value for you as you prepare for your exam.

Extremely Visual Instructor

Determines your weak areas and structures lesson around specific topics. Super helpful with charts, examples and explanations on the "why" of a subject. I will definitely use her again on other topics and other tests! Thanks Karen!

Raelene, 3 lessons with Karen
Tutor responded:

Thank you for sharing your experience with our lesson. I’m glad that I added value for you as you prepare for your exam.

Awesome!

Just had my first session with Karen. I can’t wait to meet with her again. She is knowledgeable and explains concepts in a way that is easy to understand. Thank you Karen!

Jessica, 3 lessons with Karen
Tutor responded:

Thank you for sharing your experience with our lesson. I’m glad that I added value for you as you prepare for your exam.

great, informative, knowledgeable

Karen was very well informed and knowledgeable on Series 66 information. I had 2 sessions with her and she was able to clear some things up. I passed the exam the next day.

John, 2 lessons with Karen
Tutor responded:

Thanks for sharing your experience. I wish you all the very best in your career.

Very knowledgeable and kind tutor!

Karen was excellent in explaining different concepts and broke things down in a way I could understand. The STC on demands are very dry and I can appreciate how Karen delivered on my questions. Thank you!

Melissa, 1 lesson with Karen
Tutor responded:

Thank you for sharing your experience with our lesson. I’m glad that I added value for you as you prepare for your exam.

I recommend to anyone studying for the SIE AND 7!

I have had over 5 sessions with Karen and she makes literally everything sound so much easier. I totally recommend if you need clarification on any material. She is really helpful and assists in preparation and success on the exam! I failed the first time around, so her help has been extremely beneficial!

Kara, 13 lessons with Karen
Tutor responded:

Thanks for sharing your experience. You're a quick learner. I'm glad that I can help.

An Amazing Tutor and Person

I was struggling with passing my Series 7 and 66 and was getting so close to passing but wasn’t finding any success. I looked into getting a tutor and found Karen. She was so knowledgeable, helpful, smart, and explained the material so well! I have had a few tutors in my life and she was by far one of the best ones. I highly recommend reaching out to Karen if you need that extra help with your Series licenses. She will help you succeed!!!

Regina, 19 lessons with Karen
Tutor responded:

Thanks for sharing your experience. It’s very satisfying to see a student improve as you did. I wish you all the very best in your career.

Contact Karen

Response time: 2 hours

$65/hour

Karen H.'s Photo

Karen H.

$65/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Karen

Response time: 2 hours