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Karen H.

Securities FINRA Test prep series 7,63,65,66 more+Insurance license.

Securities FINRA Test prep series 7,63,65,66 more+Insurance license.

$60/hour

  • 543 hours tutoring

  • Madison, CT 06443

About Karen


Bio

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.


Education

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

Policies

  • Hourly rate: $60
  • Tutor’s lessons: In-person and online
  • Travel policy: Within 30 miles of Madison, CT 06443
  • Lesson cancellation: 24 hours notice required
  • No background check

  • 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.

Ratings and Reviews


Rating

5.0 (267 ratings)
5 star
(262)
4 star
(3)
3 star
(1)
2 star
(1)
1 star
(0)

Reviews


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 Karen
Tutor responded:

Thank you for your positive feedback. Tutoring allows me to stay current and help great people, like you, further their career path.

Great help

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 Karen
Tutor responded:

Thanks for the positive feedback. I enjoy tutoring and helping people enter into the securities industry.

Series 65

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 Karen
Tutor 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 Karen
Tutor 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 Karen
Tutor 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

Fabulous

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 Karen
Tutor 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 Karen
Tutor 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 Karen
Tutor 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.

Contact Karen

Response time: 5 hours

$60/hour

Karen H.

$60/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: 5 hours