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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

$70/hour

5.0 (2,213 ratings)

  • 4,729 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.

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Education

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

Policies

Schedule

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Mon

Tue

Wed

Thu

Fri

Sat

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.
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.
Grammar, 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.
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.
Microeconomics, Reading

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.
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.
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.
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.

See all of Karen ’s answers ›

Ratings and Reviews

Rating

5.0 (2,213 ratings)
5 star
(2,176)
4 star
(27)
3 star
(6)
2 star
(1)
1 star
(3)

Reviews

Show reviews that mention

All reviews helpful patient explaining understands material patient and helpful felt comfortable

Featured review

Great Series 65 Tutor

Karen is awesome at explaining concepts in an easy to remember way. She used acronyms, diagrams, and practice problems to help me understand the various areas of time value in the Series 65. She is also very patient with you during the session! I will definitely be scheduling more sessions with her!

Shanda, 4 lessons with Karen
Tutor responded:

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

Extremely patient, kind, and knowledgeable

Karen helped me study for my SIE and now currently for my Series 7. After her help I passed the SIE because she not only taught me, but she also restored my confidence. For the Series 7, I am currently still studying and will continue to use Karen for help. She is very patient and what I also love is that she smoothly transitions into different topics during the session so you don’t feel overwhelmed. I 100% recommend Karen for any help you may need.

Megan, 4 lessons with Karen
Tutor responded:

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

Knowledgeable and easy to follow

She makes options easy to understand. She gives examples and word association to help remember! Great job and using visual aids to illustrate the subject. She listens and ask question for your understanding the material covered

Daniela, 1 lesson with Karen
Tutor responded:

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

Very knowledgeable tutor related to 63 exam/other exams and patient

Karen did a great job getting me to really focus on the techniques required to read and follow the questions with concepts to understand what's being asked. Biggest issue for me in the exam was understanding what NASAA wants from the specific question.

Bernard, 10 lessons with Karen

Federally covered IA and IAR registration

Karen has a way of breakdowning the language to relatable level. She gives examples using a common conversational manner. Found this to be very helpful. Easy to talk to and easy to listen to her experiences & knowledge of all subjects.

Kakki, 5 lessons with Karen
Tutor responded:

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

Truly amazing!!!!

I had a tutor before Karen that left me feeling discouraged, on my first session with Karen she was so amazing, I booked her a month in advance. Karen is patient, shows you real life examples to help you understand and never makes you feel dumb, she makes sure you truly understand everything. I can’t wait to continue my sessions with her, she is definitely worth every penny!!!

Isabel, 23 lessons with Karen
Tutor responded:

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

Knowledgeable and patient

Karen taught me the basics about Options in a crunch before my Series 7 exam the next day. She broke it down into simple terms with repetition to help me understand the content. Her plus and minus helped me to recall a concept I was struggling with. Thank you

Cindy, 1 lesson with Karen
Tutor responded:

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

Very knowledgeable!

Karen is delightful as she is knowledgeable, thorough, and supportive to help an individual achieve security exams with success. Her explanations for understanding include actual events or a story to tie it all together.

Michelle, 6 lessons with Karen
Tutor responded:

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

Such a help!

Karen really helped me grasp exempt securities and exempt transactions. Putting it into real life examples was exactly what I needed. Very patient with my questions!!

Angela, 1 lesson with Karen
Tutor responded:

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

Very knowledgeable and helpful

I really enjoyed my time with Karen and am looking forward to my future sessions! She helped me clarify a few things and made me feel confident. We covered a variety of topics and i told her where i needed to improve, and will continue to work on those areas

Alexandra, 4 lessons with Karen
Tutor responded:

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

Contact Karen

Response time: 3 hours

$70/hour

Karen H.'s Photo

Karen H.

$70/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: 3 hours