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Securities Exams FINRA SIE, TopOff 7 and 6, Series 66, 65, 3, 4,24, 53
Karen H.

5.0 (2,782 ratings)

5,987 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $75
Contact Karen
Response time: 2 hours
Karen H.'s Photo

Securities Exams FINRA SIE, TopOff 7 and 6, Series 66, 65, 3, 4,24, 53
Securities Exams FINRA SIE, TopOff 7 and 6, Series 66, 65, 3, 4,24, 53
Karen H.

5.0 (2,782 ratings)

5,987 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
5.0 (2,782 ratings)

5,987 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

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

Schedule

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Thu

Fri

Sat

Approved 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.
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.
Grammar, 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.
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.
Microeconomics, Reading

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.
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.
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.
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 (2,782 ratings)
5 star
(2,742)
4 star
(29)
3 star
(6)
2 star
(2)
1 star
(3)

Reviews

Speaks my language

Karen was able to make me feel very at ease while we went through the material. She gave some great study tips for remembering. Really looking forward to more sessions and then passing this test!

Leah, 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.

COMPLETELY BLOWN AWAY!

Karen's personality is so exhilarating! We connected from the start. Her way with words, tips, and tricks to memorization made me excited once again for this journey I am on for my Series 7. Thank you so much, Karen!

Tamara, 1 lesson with Karen
Tutor responded:

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

Loved our Lesson w/ Karen!

Karen was a bit late but it was fine. She was helping a student who has an exam on Monday which I think exemplifies that she does really care about her students. She also extended our time and stayed on Zoom an extra 10-15 minutes to answer questions. We all loved her energy and her ability to make terms and concepts that were hard to digest before our meeting, easy to comprehend. We will be working with her again next week as we believe she has the knowledge, wisdom, experience and resources to get us to and through the finish line.

Jamil, 3 lessons with Karen
Tutor responded:

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

amazing educator

Karen is so engaging and fun to work with. She is so good at connecting these dry subjects into lively discussions. Thank you for making this much more enjoyable :)

Michael , 1 lesson with Karen
Tutor responded:

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

Sie

Karen is really good on explaining and making sure you understand the material. I was tutor by Karen for 2 lessons and will definitely schedule more lessons for future test

Fer, 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.

Splendid

Karen was great! Really helped me connect the dots and simplify the approach to understanding how to read the questions instead of the confusion that is presented.

Rian, 1 lesson with Karen
Tutor responded:

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

Karen is fabulous!

I have had two sessions with Karen so far, I cannot wait until the next one! She uses great examples, and gets the material across in a way that is easy to understand.

Molly, 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.

Karen is the Best!

She is extremely patient and passionate about her tutoring. She makes learning much easier and she is very interactive which helps to keep you focused and motivated plus engaged!

Cm, 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.

SIE & Series 7

Karen is a great tutor. I was very nervous about studying for material that was so unfamiliar to me but Karen seamlessly unraveled those feelings and gave me the tools and the confidence to feel comfortable in the material. Coming from someone who has had a lot of tutors in the past Karen is awesome. Highly recommend!

Jessica, 31 lessons with Karen
Tutor responded:

Thank you for sharing your experience with our lesson. I’m glad that I added value that helped you for the SIE and now for the TopOff7 **Returning student**

Hourly Rate: $75
Response time: 2 hours
Contact Karen