Securities FINRA Test prep series 7,63,65,66 more+Insurance license.
Securities FINRA Test prep series 7,63,65,66 more+Insurance license.
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 experiences and offer guidance to a student. I maintain an active CT insurance license. My 10 years of sales experience and 20 years of management...
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 experiences and offer guidance to a student. I maintain an active CT insurance license. My 10 years of sales experience and 20 years of management experience have made me an effective communicator. I am a visual learning and tutor using illistrustrations 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.
Knowledgeable and helpful
We 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.OTIS, 10 lessons with KarenTutor responded:
Knowledgeable and thorough!
Karen is great at helping with test questions by looking for key words that can change what the answer may be. She makes sure I fully understand the concepts my book is trying to convey.Matt , 15 lessons with KarenTutor responded:
Thank you for your positive feedback. Tutoring allows me to stay current and help great people, like you, further their career path.
Karen helps to make sure you understand everything and has lots of helpful hints and tips. She is very educated and I have seen a big difference since my first lesson.Michael, 6 lessons with KarenTutor responded:
Thanks for the positive feedback. I enjoy tutoring and helping people enter into the securities industry.
First session was great with Karen. Learned a lot of good tips on the questions. Looking forward to the next session and continuing on other lessons. Working first on the Law section and I already feel more confident.Chris, 10 lessons with KarenTutor responded:
Thank you. We’ll work together to get you ready for your exam.
Karen is very knowledgeable, patient, understanding and personable
Please note** this is a short review as I am still having sessions with Karen. I have series 6 & 63 already, I needed help with 65 because 65 has just a lot of finance concepts that one should know for the exam and I come from a non finance background. I am so pleased I found Karen totally wish I knew her before because I am confident that my Series 6 and 63 scores would have been very high! Karen is very knowledgeable, patient and understanding but above ALL she is the only one that I have found that actually made me totally grasp the concept utilizing her story telling skills. Karen explained Bond concepts (YTM YTC) to me like a story; I don’t think so that I will ever forget the story! Karen was very understanding and extremely patient which is very important to me because I usually have unlimited number of “Why” “but Why” questions on a given subject. Karen made the whole session fun! She in my opinion has the Gift of teaching, there are scores of people out there that may have the same knowledge as hers but I feel not all can make you understand the concept in layman terms. If one understands the concept like a STORY then you can tackle any questions thrown at you in the exam. My organization has given me a set time to complete the 65 in as such I will try to fit in as many sessions as I can to clarify and solidify the concepts I am a little confused about. Thank you so much Karen; I look forward to my sessions and passing Series 65!Bobby, 13 lessons with KarenTutor responded:
Thank you for your kind and inspiring words. You have a great approach to the learning process and I enjoy our sessions.
Great Series 6 tutor
She is knowledgeable of the material, patient and says things in a way you can remember. Currently have taken two lessons with her and will continue until I’m ready. Highly recommend!William, 9 lessons with KarenTutor responded:
Thank you for those kind words.
Explains Concepts Well
Like me Karen is a visual thinker. It’s exactly what I need to break down the questions that confound me.Jacob, 2 lessons with Karen
She is fabulous, so easy to understand. Karen breaks down concepts so I get them. She helps me organize my notes. She is very organized which keeps me on track. I am able to go back and understand what was once foreign.Mary Ann, 42 lessons with KarenTutor responded:
Thank you. I’m glad you’re having a good experience and that I can add value as you prepare for the exam. I enjoy our discussions and your willingness to learn.
Knowledgeable & Really Helpful
Karen has been tutoring me on the Series 3. I’ve taken it once before and didn’t do so well in the Market Knowledge portion of the exam. With little to no experience or education in the financial world, I really couldn’t get a grasp on the problems and how to decipher and solve them. Karen illustrates all examples and is quite animated while teaching, which for me makes all the difference. I actually visualize her helping me through similar problems, what she has said about it and key pointers she’s given to complete them. She’s helped me to identify key things in each problem, in which order to complete them, & how to execute the right formula for each. My exam retake is in a couple of days & I’m confident I will pass and am grateful for her help!Keisha , 6 lessons with KarenTutor responded:
Thank you very much. It's been a pleasure being your tutor. I wish you all the best as you start your new career in the investment world.
Knowledgeable, Patient, Prepared.
Karen 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!Lynn, 8 lessons with KarenTutor responded:
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.
Response time: 5 hours