I am a finance professional with experience at Goldman Sachs and Fidelity Investments, and I hold the SIE, Series 7, and Series 63 licenses. I earned my bachelor’s degree in Finance from Texas Wesleyan University, and throughout my career I have worked directly with complex financial products, trading activity, regulatory requirements, and client service situations that mirror the content covered on these exams. This real-world background allows me to explain concepts in a way that is...
I am a finance professional with experience at Goldman Sachs and Fidelity Investments, and I hold the SIE, Series 7, and Series 63 licenses. I earned my bachelor’s degree in Finance from Texas Wesleyan University, and throughout my career I have worked directly with complex financial products, trading activity, regulatory requirements, and client service situations that mirror the content covered on these exams. This real-world background allows me to explain concepts in a way that is practical, memorable, and aligned with how FINRA expects exam candidates to think.
My tutoring approach is built around clarity, confidence, and structure. Many students struggle not because the material is too difficult, but because they aren’t given a framework that makes the content intuitive. I focus on breaking down concepts such as options, regulations, suitability, and account types into simple, logical explanations that build on one another. Whether I’m working with someone who is brand new to finance or someone already in the industry, I tailor the lessons to their learning style and pace. Students consistently tell me that my explanations finally “make things click” in a way their textbooks didn’t.
I have worked with learners of different backgrounds—students preparing for their first job in finance, career changers entering the industry, and professionals who need to pass these exams to advance in their roles. My sessions are interactive and focused on mastery: we walk through real exam-style questions, talk through the logic behind each answer, and practice test-taking strategies that dramatically improve accuracy and speed. Above all, my goal is to help students feel prepared, supported, and confident heading into their exam. If you’re willing to put in the work, I’ll guide you step-by-step toward passing with ease.