Karen H.
Madison, CT
Securities FINRA Test prep series 7,63,65,66 more+Insurance license.
Quinnipiac
BusinessUniversity of New Haven
MBAFINRA Institute at Wharton-CRCP
OtherAbout Karen
I have the following active licenses: series 7, 65, 66, 3, 4, 24, 8 and 53. 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 30 years of banking and investment
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Cancellation
24 hours notice requiredTravel Radius
Travels within 30 miles of Madison, CT 06443Karen offers online lessons
Karen is approved to conduct lessons through Wyzant Online. Wyzant Online allows students and tutors to work remotely via video, audio, and collaborative whiteboard tools. For more information about how online tutoring works, check out Wyzant Online.
If you’re interested in online lessons, message Karen to get started.
"Knowledgeable and helpful"
- OTIS, Barrington, IL on 11/23/16We went over debt securities. She helped break down difficult parts of the chapter, so that I felt more comfortable with the subject matter. She was very patient & helpful. She asked me to explain it to her, so that I really had to know what I was talking about.
Thank you
"Knowledgeable, Patient, Prepared."
- Lynn, Santa Clara, CA on 9/18/17Karen helped me study for the Series 3 exam. I had taken it before and passed the Regulations section, but not the Market Knowledge section. The Market Knowledge section was harder (in my opinion) with problems and a deeper conceptual understanding. Karen prepared problems before the lesson for us to work on, sent me problems worked out to do on my own, and was very flexible with her scheduling. She was always willing to answer any question I had, and she patiently helped me work through concepts multiple times in different ways until it clicked for me. She used study tricks and made analogies to help me remember concepts, and she was always happy and patient with me. She definitely made sure I understood the underlying concepts of why problems were set up a certain way, instead of just a memorization tactic. Would totally use her for any series exam! I passed thanks to all her hard work with me-she definitely made all the difference!
Thank you very much for those kind words for it means alot to me to know that I was able to help and thank you again for the opportunity to be your tutor. I wish you all the best in the industry and in your career.
"Very Prepared"
- Mike And Dara, Morganville, NJ on 8/22/17Karen is prepared with a lesson plan which is well designed for my needs. she also sends you questions to work on which helps with learning the information. I used someone in the past who just sat on their cell phone and wait for me to ask questions you will not have that with Karen she will ask you questions to make sure you are understanding what she has taught
Thank you for your positive comments. I'm glad that I can add value.
"Very Helpful"
- Marc, Oak Park, CA on 5/18/17I used Karen to prepare for my Series 7 exam. She is incredibly helpful in explaining complex concepts such as Options and Municipal Bonds. She is very flexible and easy to set up an appointment with. Additionally Karen provides notes and practice problems to make sure that you are retaining the information. Overall I am very pleased with Karen and will happily refer her to anyone looking for a tutor.
Thank you for the opportunity to add value as your tutor.
"Awesome!"
- Mark, Pittsburgh, PA on 5/18/17I am working with Karen to prepare of the series 7 exam. She is awesome! Very helpful and great teacher. I am very thankful to have a tutor like her, that has a background and deep understanding of the material.
Thank you for the opportunity to be your tutor.
"Knowledgable and patient."
- Camille, Simi Valley, CA on 3/24/17We went over variable annuities and a bit on mutual funds. She also went over my score sheet from the test, and we discussed the questions I had trouble with. She is very helpful.
Thank you. Glad that I was able to clarify some items for you. Thank you for the opportunity to be your tutor.
"VERY KNOWLEDGABLE, PATIENT, AND HELPFUL TUTOR"
- Bruce, Encino, CA on 3/5/17Karen helped me with real world examples that I could apply easier to the material. I feel much more comfortable with tackling this Exam. She is generous with her time (we went over a few times) and she has decades of experience in the industry. I'm lucky I found her randomly on here.
Thank you for the opportunity to be your tutor.
"Knowledgeable and patient tutor"
- Rossella, Westport, CT on 2/26/17Karen is a great tutor . She is helping me to study for my series 7 exam. She is very patient and explains topics very carefully. She was able to make the curriculum fun and interesting. Great session . I am looking forward to the next one . Thank you Karen !!!
Thank you for the opportunity to be your tutor.
Approved subjects are in bold.
Approved subjects
In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.
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
I review all correspondence and advertising in my current role. I also read multiple research reports on a daily basis.
Public Speaking
I have been in the investment banking industry for the past 30 years and have excellent speaking skills. I would be able to relate to students based on my personal experience and with helping colleagues prepare for public speaking events.
I previously worked in sales having hosted many public seminars to grow my business. I am currently in a mid-level management position which demands scheduling and conducting training sessions in both large and small groups. I have organized many seminars and marketing events for the public. I have made presentations at corporate events and board rooms. Based on the the topic and or audience, I have used technology to enhance a presentation along with handouts to engage the participants.
I have the experience and comfort level to share to a student.
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 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.
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.
Other Madison, CT Tutors
Karen H.
Madison, CT
Securities FINRA Test prep series 7,63,65,66 more+Insurance license.