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Helpful & effective SIE, Series 7, 63, 66 tutoring +25 yrs experience!
Brett C.

881 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $80
Response time: 1 hour

About Brett


Bio

You don't have to worry, I'm here to help you pass your exam with confidence!

With over 25 years in the securities industry performing a wide range of roles from servicing high net worth clients to coordinating operations in large offices, I have so much knowledge and practical experience to share.

After leaving the industry a few years ago in order to pursue my passion of tutoring full-time, I've logged hundreds and hundreds of hours across multiple tutoring platforms and have had the...

You don't have to worry, I'm here to help you pass your exam with confidence!

With over 25 years in the securities industry performing a wide range of roles from servicing high net worth clients to coordinating operations in large offices, I have so much knowledge and practical experience to share.

After leaving the industry a few years ago in order to pursue my passion of tutoring full-time, I've logged hundreds and hundreds of hours across multiple tutoring platforms and have had the honor of helping many students pass their exams. It's an indescribably AMAZING feeling to see their joy and knowing they're going on to do great things for their clients while also building successful lives for themselves!

My method is an immersive experience that creates a much more straightforward presentation of the material and results in deeper comprehension. I'm also a "coach" in that I'll help support while driving you forward to overcome what you thought too difficult - I believe in you!

I've created "topical briefs" which are short summaries of the more challenging topics in the exams, filtered to give you the most important information.

From there, we test repeatedly to both reveal areas needing to be strengthened as well as developing your confidence to make you comfortable with the format of the exam questions by showing you how to see through the tricky wording.

I also bring an extensive list of other helpful tips to help tilt the playing field to YOUR advantage for widening your margin of safety so that you're CONFIDENT!

You can also find me on LinkedIn at https://www.linkedin.com/in/mysecuritiesexamtutor/


Education

Belmont University - Nashville, Tennessee
General Studies, BS

Policies

  • Hourly Rate: $80
  • Rate details: I'm also available to teach classes with multiple individuals - feel free to reach out to discuss group rates
  • Lesson cancellation: 24 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Series 63

Series 63

I passed the exam on my first attempt using my personal study method. I use the Kaplan material as a basis to create my own study material which is much more straightforward and acts as an excellent resource, especially when working on practice tests. This is the method I bring to the students I tutor because is so effective. Additionally, I bring years of actual brokerage experiences which, when related to what is otherwise only dry material printed on a page, breathes life into it and makes that information memorable. Proof of my having passed this exam (and several others) may be found on FINRA's Brokercheck.com.
Series 66

Series 66

I passed this exam TWICE, as a prior position did not require me to have this license and therefore the company allowed it to lapse. When I later joined a different firm, I had to retake the exam, which additionally cemented the information in my mind. I passed the exam both times on the first attempt using my personal study method. I use the Kaplan material as a basis to create my own study material which is much more straightforward and acts as an excellent resource, especially when working on practice tests. This is the method I bring to the students I tutor because is so effective. Additionally, I bring years of actual brokerage experiences which, when related to what is otherwise only dry material printed on a page, breathes life into it and makes that information memorable. Proof of my having passed this exam (and several others) may be found on FINRA's Brokercheck.com.
Series 7

Series 7

I first earned this license in the late 90's and passed on the first attempt using a study method that I developed. I use the Kaplan material as a basis to create my own study material which is much more straightforward and acts as an excellent resource, especially when working on practice tests. This is the method I bring to the students I tutor because is so effective. Additionally, I bring years of actual brokerage experiences which, when related to what is otherwise only dry material printed on a page, breathes life into it and makes that information memorable. Proof of my having passed this exam (and several others) may be found on FINRA's Brokercheck.com.

Examples of Expertise


Brett has provided examples of their subject expertise by answering 4 questions submitted by students on Wyzant’s Ask an Expert.

Brett C.'s Photo

Questions? Contact Brett before you book.

Still have questions?

Contact Brett
Response time: 1 hour

Ratings and Reviews


Rating

5.0 (267 ratings)
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Reviews

Amazing session

"Bret is an exceptional tutor who played an absolutely pivotal role in my success on the Series 66 exam. Over the past month, his guidance and expertise were instrumental in helping me not just understand, but truly dominate this challenging test. I came to him needing comprehensive support, and he delivered on every front, exceeding all my expectations. From our very first session, Bret demonstrated an unparalleled understanding of the Series 66 material. He had a remarkable ability to dissect complex concepts and present them in a way that was clear, digestible, and actually made sense. Whether it was the intricacies of investment vehicles, the nuances of federal securities regulations, or the specific details of state law, Bret had a knack for breaking down seemingly overwhelming topics into manageable pieces. He didn't just tell me the answers; he taught me the underlying principles, which was crucial for long-term retention and application. One of the most valuable aspects of working with Bret was his multifaceted approach to preparation. He wasn't just about reviewing flashcards or re-reading the textbook. Instead, he employed a variety of effective strategies: * Targeted Concept Explanations: When I struggled with a particular area, Bret would zero in on it. He'd use analogies, real-world examples, and different explanations until the 'aha!' moment clicked for me. He was incredibly patient and persistent in ensuring I truly grasped the material. * Practice Question Deep Dives: We didn't just go through practice questions; we analyzed them. Bret taught me how to identify keywords, understand the test writers' intentions, and eliminate distractors. This strategic approach to question answering was a game-changer for my score. * Identification of Weaknesses: Bret was incredibly adept at pinpointing my specific areas of weakness. He'd quickly recognize patterns in my errors and then craft focused lessons and practice sets to address those gaps directly. This personalized approach was incredibly efficient and effective. * Confidence Building: Beyond the academic knowledge, Bret was a huge source of encouragement and confidence. He genuinely believed in my ability to pass, and that belief was contagious. His calm demeanor and reassuring presence helped me manage test anxiety, which is so important for high-stakes exams. Thanks to Bret, I walked into the Series 66 exam feeling incredibly well-prepared and confident. He didn't just get me ready for the content; he prepared me for the structure, the timing, and the mental game of the test itself. I felt like I had a true partner in my study journey, and his commitment to my success was evident in every interaction. If you're looking for a Series 66 tutor who can transform your understanding and get you ready to ace the exam, look no further than Bret. He is, without a doubt, the best!"

Alex, 17 lessons with Brett

I passed the series 66!

I found his material to be really comprehensive and helpful, and he helped me a lot in understanding topics better so I had less gaps in my knowledge.

Reid, 4 lessons with Brett

Amazing tutor!

Incredibly helpful ! Ever patient s7 Jedi master! Really explained concepts in a way that makes sense, and found a way to help it stick ! I’m actually excited to take the s7

Steff, 8 lessons with Brett

The Best

Brett has some of the best strategies and visuals for understanding complex topics like options and bonds. He's patient and does a great job making sure the content is understood before moving on. On top of that he has a plethora of study tools and guides he is willing to send for whichever topics you might be having a hard time understanding.

Ryan, 5 lessons with Brett

Professional and Insightful

Brett was instrumental in helping me prepare for the Series 7 exam. He is a consummate professional and remarkably knowledgeable about all aspects of the material. I benefited greatly from his help and expertise.

Joseph, 8 lessons with Brett

Brett

Brett took a complicated options section of the Series 7 and methodically broke it down so a first time student of options could understand. He is great at commmunicating at the perspective of the student and can modulate this approach to suit me he is very positive and conversational in this approach. This is because he really likes the subject matter. I recommend him strongly!!!l

Joseph, 10 lessons with Brett

Series 7

Brett is an amazing tutor! I would highly recommend working with him if you are currently studying for the Series 7 or any exams he covers. Thank you Brett!

Michael, 5 lessons with Brett

Series 7

Another amazing session with Brett - extremely helpful and willing to go above and beyond to see you succeed

Michael, 5 lessons with Brett

Series 7

Nothing but amazing things to say - you can tell Brett is willing to go above and beyond to help his students succeed. He is extremely knowledgeable and breaks topics down in a way that is super comprehensive. Excited to continue working with Brett as I approach the exam.

Michael, 5 lessons with Brett

Phenomenal Tutor !

Out of curiosity, I worked with some tutors for the Series 7 exam. Brett has the ability to explain in words and visually every concept in the book in addition to explaining it, in different ways. The vast majority of tutors can help you answer questions; however, if you want someone who goes above and beyond on the variety of subjects that comes with Series 7 Brett is the best choice. Not only he knows the material, but he has the gift and ability to transfer his knowledge directly to you in the most simple and elegant way. Strongly recommended.

Giovanni, 4 lessons with Brett
Hourly Rate: $80
Response time: 1 hour
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