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Kevin S.

Effective: SIE, Series 6, 7, 63, 65, 66, 3, 30, 24, 79 Expert w/25+Yrs

Effective: SIE, Series 6, 7, 63, 65, 66, 3, 30, 24, 79 Expert w/25+Yrs

$79/hour

  • 7,094 hours tutoring

About Kevin


Bio

More than 1,400+ (5 Star) ratings and I've helped more than 400 people pass their SIE (Securities Industry Essentials), Series 3, 6, 7, 63, 65, 66, 79 and other FINRA/NASAA exams.

Much of the Series 6, 7, and other FINRA exams deal with options, municipals 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 advisor, investment...

More than 1,400+ (5 Star) ratings and I've helped more than 400 people pass their SIE (Securities Industry Essentials), Series 3, 6, 7, 63, 65, 66, 79 and other FINRA/NASAA exams.

Much of the Series 6, 7, and other FINRA exams deal with options, municipals 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 advisor, investment banker, trader, and trainer. Firms include Edward Jones, JP Morgan, Merrill Lynch/Bank of America.

Background: CPA (Certified Public Accountant), MBA, investment banking, financial service consulting.
Patent Holder: U.S. 7,634,435 Diversified fixed income product and method for creating and marketing same.

My passion for teaching comes from a lifelong passion for financial services industry and learning. Clients say that I help them succeed and realize their own potential with improved confidence, test scores, and career development.
Suggested study framework based on my experience with successful clients:
Series 7 or Series 79: 20-24 hours, 6 weeks, 2 meetings per week, 1.5-2 hours
Series 63: 10-12 hours, 3 weeks, 2 meetings per week, 1.5 hours
Series 65: 18-20 hours, 6 weeks, 2 meetings per week, 1.5 hours
Series 66: 12-14 hours, 5 weeks, 2 meetings per week, 1.5 hours

Sessions are accounted for at least 1.5 hours. Also, weekend, holidays, and outside regular business hours (8 am -5 pm Central) rates are accounted for up to an additional 15 minutes per hour.


Education

Truman State University
Accounting
Washington University in St. Louis
MBA

Policies

  • Hourly Rate: $79
  • Rate details: Sessions are billed for at least 1.5 hours. Also, weekends, holidays (observed), and outside regular business hours (8 am -5 pm Central) rates are billed up to an additional 15 minutes per hour.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 1/5/2018

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Business,

Business

My qualifications include an MBA from the Olin School of Business at Washington University in St. Louis, which is consistently ranked as one of the "Top 20" business schools. In addition, my BS in Accountancy is from Truman State University, which is consistently ranked as one of the top schools. Plus I have my CPA certificate (i.e., Certified Public Accountant) and became a member of Mensa in 2009.
Finance,

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).
Financial Accounting,

Financial Accounting

Financial Accounting expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes being a CPA (Certified Public Accountant) and MBA (Masters of Business Administration with a finance emphasis).
Series 3,

Series 3

I passed the Series 3 this past year and have over 25 years of related experience. Plus I've already tutored others who have passed the exam.
Series 6,

Series 6

I've passed and tutored the Series 6 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 63,

Series 63

I've passed the Series 7 & Series 63 before. Plus I was an investment banker and financial advisor for nearly 10 years.
Series 65,

Series 65

I've passed and tutored the Series 65 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 66,

Series 66

I've passed and tutored the Series 66 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect. The Series 66 deals with broker/dealers, investment advisors, and both state and federal securities regulations.
Series 7

Series 7

I previously passed the Series 7 exam. Moreover, I was a financial advisor. Also much of the Series 7 exam deals with underwritings, finance and broker dealer relationships, which I have nearly 10 years of experience doing.

Corporate Training

Business,

Business

My qualifications include an MBA from the Olin School of Business at Washington University in St. Louis, which is consistently ranked as one of the "Top 20" business schools. In addition, my BS in Accountancy is from Truman State University, which is consistently ranked as one of the top schools. Plus I have my CPA certificate (i.e., Certified Public Accountant) and became a member of Mensa in 2009.
Finance

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).

Other

Finance

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).

Test Preparation

Series 3,

Series 3

I passed the Series 3 this past year and have over 25 years of related experience. Plus I've already tutored others who have passed the exam.
Series 6,

Series 6

I've passed and tutored the Series 6 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 63,

Series 63

I've passed the Series 7 & Series 63 before. Plus I was an investment banker and financial advisor for nearly 10 years.
Series 65,

Series 65

I've passed and tutored the Series 65 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 66,

Series 66

I've passed and tutored the Series 66 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect. The Series 66 deals with broker/dealers, investment advisors, and both state and federal securities regulations.
Series 7

Series 7

I previously passed the Series 7 exam. Moreover, I was a financial advisor. Also much of the Series 7 exam deals with underwritings, finance and broker dealer relationships, which I have nearly 10 years of experience doing.

Examples of Expertise


Kevin has provided examples of their subject expertise by answering 6 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

5.0 (1,469 ratings)
5 star
(1,448)
4 star
(14)
3 star
(5)
2 star
(0)
1 star
(2)

Reviews


Kevin breaks it down so any man can understand

Kevin spent a total of 3 hours with me and probably improved my score by at least 20 points. He has a knack for breaking it down and out of all the tutors I’ve gone through, he’s the best, you won’t waste your money with him.

Diane, 2 lessons with Kevin

Excellent tutor!

Kevin is very bright. His lessons are structured, detailed, and accurate, yet they are easy to follow. He makes the concepts easy and makes learning fun. I am pleased with every session with Kevin.

Braden, 4 lessons with Kevin

Series 7 - Options!

I passed the Series 7 yesterday and a large part of that is due to my tutoring sessions with Kevin S. There were a large number of questions on Options Trading on the exam. I was having trouble with the subject and the format in which it was presented in the Kaplan materials. I did a few tutoring sessions with Kevin, during which he showed me a far more simple way to approach both the concepts and the formulas, and it was extremely helpful to me. I would highly recommend him for anyone who needs help with Options.

Kate, 4 lessons with Kevin

Incredible tutor - great advice and helped me pass the SIE!

Kevin was great at helping me understand where my knowledge gaps were for the SIE. I was unsure what I was missing, but he helped me find these spots and was great at explaining anything I was missing.

Matthew, 2 lessons with Kevin

Great Series 63 Tutor!!

Kevin is extremely patient. He went through the Series 63 content and combined relevant chapters to reinforce various topics. He helps with the logical questions, and walks through the important takeaways. I highly recommend Kevin for anyone that has to take either the 7/63, he is extremely knowledgeable on both. Thank you so much Kevin!!

Ashley, 16 lessons with Kevin

Great tutor!

Kevin was great to work with! I used his tutoring services for assistance with preparing to take the Series 3 exam for work. I don't do well with standardized tests, and was feeling very anxious about the exam. With Kevin's help, I learned tips and tricks to beat the test, and gained confidence in my abilities. I recently passed the Series 3, and walked in the door the day of the test feeling confident and prepared; something I hadn't always felt in the past with other exams. Kevin is funny, patient and very knowledgeable about the Series 3 exam, and the prep work and schedule needed to ensure you pass the test.

Erica, 10 lessons with Kevin

Knowledgeable and patient.

Looking forward to more sessions with Kevin. Clearly very knowledgeable and patient. Had my first session and focused on options. Kevin is an expert in the industry and has many study techniques to share. Anxious to learn more from him.

Marisa, 15 lessons with Kevin

The Best Series 7 Tutor!!

If you are feeling overwhelmed with series 7 studying, look no further. After I couldn't get through the first few pages of the "options" chapter on my own, I knew it was time to search for a tutor. Kevin made options so digestible, that on the test itself the only questions I felt I could count on, were on options. Please note, this is coming from someone who had no prior knowledge or understanding of that chapter alone. Kevin is patient, and understands the important takeaways. You will still have to put in the work (I listened to my recordings with Kevin a few times each). I had 10 sessions with Kevin, followed by a successful pass of the series 7!

Ashley, 16 lessons with Kevin

Expert in Options... makes options fun!

I have been struggling with options forever. I was getting extremely frustrated until Kevin showed me the way. I am now excited to get options on the test as I know I will ace them. Must get tutoring from Kevin if you are struggling with options

Scott, 12 lessons with Kevin
Contact Kevin

Response time: 6 hours

$79/hour

Kevin S.'s Photo

Kevin S.

$79/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Kevin

Response time: 6 hours