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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

5.0 (1,588 ratings)

  • 3,248 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

  • 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.

See all of Karen ’s answers ›

Ratings and Reviews

Rating

5.0 (1,588 ratings)
5 star
(1,558)
4 star
(23)
3 star
(3)
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

Wonderful tutor

I've had a few sessions with Karen discussing Options, Bonds, trading markets. She is so knowledgeable but also knows how to break it down into terminology that is easy to understand.

Teresa , 5 lessons with Karen
Tutor responded:

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

Very knowledgeable

Went over bonds and materials I’m not grasping accurately . Reviewed stocks, accrued interest and ind yields. Very patient and excellent at explaining. I will book more sessions with her as she really help me understand topics I was confused wirh

Ana, 2 lessons with Karen
Tutor responded:

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

Excellent tutor, knowleagble and patient

She makes it much easier for me to understand the concepts. She makes the class fun and enjoyable. . Helped me better analyze and look for key words. Today helped me better understand margin concepts and also municipal bonds.

Maria Laura, 13 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 tutor

Karen was awesome! She really is a nice and smart woman. I'm thankful for her time. I plan on working with her on my next two tests also.

Alicia, 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.

Very helpful

Karen is a great tutor. She is very good at simplifying the content. She understands the stuff ridiculously well, is happy to listen and also gives good feedback about the testing process. Highly recommended!!’

Tom , 7 lessons with Karen
Tutor responded:

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

Excellent tutor, knowleagble and patient

She makes it much easier for me to understand the concepts. She makes the class fun and enjoyable. Did review for exam, reviewed mock exam questions. Helped me better analyze and look for key words.

Maria Laura, 13 lessons with Karen
Tutor responded:

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

Series 7 Tutor - Friendly, helpful and understanding!

We have been going through the study material and Karen finds a way to make all concepts relatable and easy to understand. She is so friendly and caring! I am looking forward to working with her as we continue to move forward with my study plan. She has taken the stress out of the studying plan with me and has broken down the concepts to help me regain confidence in tackling the specific subjects that I have had difficulty with thus far. I know that I will be successful with Karen’s assistance. When you are reading concepts that seem daunting, Karen goes above and beyond to make sure that all concepts are easily understood in relatable, every day terms so that these same concepts can be applied during the specific exam in question. I always feel calm and I know that I can follow her lead for the best study plan moving forward as I gear up for taking my series 7 exam.

Christina , 2 lessons with Karen
Tutor responded:

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

Relatable and easy to understand

Karen did a great job trying to help me get a better hold of options. She really made me have some moments of clarity and helped me with sample problems so I could get more practice. Can’t wait for my next session.

Marissa, 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.

Best Tutor for 65

Karen explains topics to you in such a way that it's relatable and she doesn't in a manner that is encouraging. I've loved working with her and can't say enough good things about her!

Michele, 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.

Highly Recommend!

I passed my Series 7 and in large part to her tutoring! Her help with options and margins were invaluable. She is very patient and has wonderful memory tricks that really helped me on the exam.

Kate, 11 lessons with Karen
Tutor responded:

Thank you for sharing your experience with our lesson. I’m glad that I added value that helped you pass your exam. I wish you all the very best in your career.

Contact Karen

Response time: 3 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: 3 hours