Featured Review:
Kevin helped me achieve my passing score!
Laura, 17 lessons with KevinI found Kevin while preparing to take the series 7 for my third time. I had previously taken the Kaplan course and I can easily say Kevin’s tools and explanations were far more thorough in achieving a better understanding of concepts and applying them to test questions.
More than 1,700+ (5 Star) ratings, and I've helped more than 400 people pass their SIE (Securities Industry Essentials), Series 3, 6, 7, 9, 10, 24, 26, 63, 65, 66, 79, and other FINRA/NASAA exams.
Much of the Series 6, 7, and other FINRA exams deal with options, municipal securities, underwritings, bonds, suitability, finance, and regulations. While much of the Series 63, 65, and 66 exams deal with exemptions and exceptions. I have over 25 years of industry experience as a financial...
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Kevin has provided examples of their subject expertise by answering 5 questions submitted by students on Wyzant’s Ask an Expert.
Kevin helped me achieve my passing score!
I found Kevin while preparing to take the series 7 for my third time. I had previously taken the Kaplan course and I can easily say Kevin’s tools and explanations were far more thorough in achieving a better understanding of concepts and applying them to test questions.
Laura, 17 lessons with Kevin
Passed The Series 66
He helped me a lot with my knowledge gaps and honestly I don’t think I would’ve done nearly as well without his help. Kevin filled a lot of gaps in my knowledge surrounding the basics of the biggest unit on the rest. I vividly remember correcting myself on more than a few test questions during the real exam because of the specific advice he gave me.
Reid, 1 lesson with Kevin
Great Session to pass the Series 66
I worked with Kevin on the 66 after having worked with him on passing my series 7. I specifically worked with him again after such a great experience. We met and the help he gave me fine tuned what I needed and I am happy to say I passed the 66! I will definitely work with him again on any future tests.
Matthew, 5 lessons with Kevin
Kevin - Series 7 Tutoring
I just completed my series 7 testing journey and I could not recommend Kevin enough! We worked through all of the areas I was struggling with and he was able to provide industry insight that connected the dots. Overall, he gave me an understanding of why things worked rather than straight memorization, which is extremely important in all of these exams. The number one thing that Kevin helped me with was Stock Options, Kevin created his own version of the Options Chart that made it IMMENSELY easier to understand and it made options the least daunting part of the test. (Truly I could not recommend his options tutoring highly enough). Additionally, he explained Muni's, Margin, Sell Stops/Buy Stops, Underwriting Spreads, etc. all of which was helpful. Overall, I thought that Kevin was a wonderful supplement to my studying journey and I would highly recommend him to anyone working towards attaining their Series 7!
Paris, 11 lessons with Kevin
Series 65 introduction
We reviewed an intro to regulatory vs non Regulatory as well as a general overview of a certain key topics. We also discussed the 3 lenses of person, regulation, and exempt/exclusion.
Billy, 13 lessons with Kevin
Knowledgeable, patient and efficient!
Covering everything from essential rules and regulations to strategies for optimizing portfolio performance, exploring various investment vehicles, and honing your testing approach. This comprehensive preparation guide equips you with the knowledge and skills to confidently tackle every aspect of the Series 66 exam, ensuring you’re well-prepared for success.
Lindsey, 2 lessons with Kevin
Very knowledgeable and coherent
Kevin was an amazing tutor! I worked with Kevin to pass my Series 7 exam. After a few sessions with Kevin, I was able to grasp and better understand topics that I was struggling with, such as options, municipal securities, etc. I really liked the way that Kevin explained things, it made the material much easier to understand and retain. If you are looking for a great tutor, Kevin is the man!
David, 3 lessons with Kevin
knowledge and experienced tutor
Kevin helped me with Series 7 exam, that I passed after the 2nd attempt. He has an industry experience as well as great approach to guide students how to take a test successfully.
Daria, 3 lessons with Kevin
Great teacher. Clear and Concise
Had a great first session reviewing concepts and I’m looking forward to continuing through the course work and better understanding of the material.
Ryan, 1 lesson with Kevin
Very capable
We worked on bonds today. Kevin is a very effective teacher. He helped me get through the SIE study in a short period and I was able to pass the exam. Now working on Series 7. I have a couple of weeks to cram and being able to take one-on-one lessons is a real help.
Glenn, 6 lessons with Kevin
