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

Brett C.

Outstanding Series 66 Tutor Who Goes Above and Beyond

Brett was an outstanding tutor for the Series 66, and I cannot recommend him highly enough. From the very beginning he took the time to understand where I was in my studies and what areas I was struggling with the most. He went above and beyond by not just relying on Kaplan’s material but also creating his own supplemental resources that broke down complex concepts into pieces that were much easier to digest. Those extra explanations really helped me see the bigger picture and gave me the confidence to approach the exam with clarity. What impressed me the most was his ability to contextualize the material. Instead of just memorizing rules and regulations, Brett helped me understand how the concepts apply in real-world situations, which made the information stick. His approach turned what initially felt overwhelming into something manageable and even interesting. I could tell he truly cared about my success and he always encouraged me to push through when I felt stuck. On top of that, Brett is patient, professional, and very easy to work with. He explains difficult topics in simple terms without ever making you feel rushed, and he makes sure that you actually understand the reasoning behind each answer. It is clear that he takes pride in his work as a tutor and that he genuinely wants his students to succeed. Thanks to Brett’s guidance I passed my Series 66 exam, and I know the lessons I learned from him will continue to help me in my career as well as in managing my own investments. If you are looking for someone who is knowledgeable, dedicated, and willing to go the extra mile to ensure you succeed, Brett is exactly the tutor you want.

Andrew, 27 lessons with Brett

Tutor responded:

You worked hard and I'm so proud - I see a bright career ahead of you!

Brett Fixed in 90 Minutes What I Couldn’t Fix in Two Attempts

I had a tutoring session with Brett on Monday the 17th, after failing my Series 63 twice. In just one session, he helped me pinpoint exactly where my gaps were and why I kept missing the passing score by only 2–3 questions. Once I applied his contextual framework, everything clicked — especially how I needed to approach the exam rather than just memorize content. I’m using Kaplan and had already read the material twice (and was starting a third round). Brett immediately told me to stop rereading and instead focus on Units 2, 6, and 7 while taking as many questions as possible to sharpen my test-taking strategy. I followed that plan, and by Thursday I was consistently scoring in the high 80s to 90s on 40-question custom quizzes. I was taking two exams a day, and on Friday I took a full simulated exam and scored an 85%. Before Brett, I wasn’t even close to those numbers. My confidence was low, and I was going into the exam in fear mode — I knew the material, but I didn’t fully understand the meaning behind the words. His approach changed that completely. This was honestly the best money I’ve spent, and I’m fully expecting to pass on my third attempt on December 12th. Thank you so much, Brett. He has a wealth of knowledge, tons of resources, and a very straightforward way of explaining the material. I highly recommend him to anyone studying for the 63. I may even book another session before exam day depending on where I land.

Tara, 1 lesson 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