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!

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

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