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
"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.
"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.
"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.
"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 !!!
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 63 license. I have a BS in Finance from Quinnicipac University. And I have a MBA in Finance from University of New Haven. I also have 30 years of work experience in banking and securities.
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.
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.