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Garth S.

FINRA (SIE, 6, 7, 63, 65, 66, 24) and CFP, CRPC, ChFC Expert

FINRA (SIE, 6, 7, 63, 65, 66, 24) and CFP, CRPC, ChFC Expert

$85/hour

  • 228 hours tutoring

About Garth


Bio

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. Also, I am the founder and lead tutor at Stefan Solutions, a comprehensive tutoring firm.

I will help you master the most challenging content and increase your overall confidence. I am familiar will all industry study prep materials and can also share supplemental resources with you. I am an expert in the most...

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. Also, I am the founder and lead tutor at Stefan Solutions, a comprehensive tutoring firm.

I will help you master the most challenging content and increase your overall confidence. I am familiar will all industry study prep materials and can also share supplemental resources with you. I am an expert in the most frequently tested topics including; suitability, options, municipal bonds, debt, investment companies, and more.

I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor Society.

By partnering together, we will ensure you are successful! Whether you are starting your career or pursuing continuing education, you can do it! Let’s connect and pass that exam!


Education

Lebanon Valley College
Business
Loyola University
MBA

Policies


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Subjects

Business

Business,

Business

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor Society.
Series 6,

Series 6

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold the FINRA Series 6 exam. I have extensive experience working in the financial services industry, as well as tutoring students who are seeking to pass the FINRA Series 6 exam. I will help you feel more confident with the goal of passing your exam on your 1st attempt! Also, I can share tips and tricks to help you master the trickiest sections!
Series 63,

Series 63

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 63. I have extensive experience working with students who are seeking to pass the exam. I will help you feel more confident with the goal of passing your exam on your 1st attempt!
Series 65,

Series 65

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working with students who are seeking to pass the FINRA Series 65 exam, as well as other financial exams or designations. I can you help you implement a study plan, as well as help you reinforce high frequency material and share insights. I will help you feel more confident and prepared.
Series 66,

Series 66

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 66. With my unique background, I can share real word experiences and examples. I have extensive experience working with students who are seeking to pass the exam. Also, I have experience working with students on their first attempt, as well as experience working with students on multiple attempts.
Series 7

Series 7

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 7. With my unique background, I can share real word experiences and examples. I have extensive experience working with students who are seeking to pass the exam. I will help you feel more confident and help you implement a strategy so you can pass your exam on your first attempt!

Corporate Training

Business

Business

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor Society.

Test Preparation

Series 6,

Series 6

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold the FINRA Series 6 exam. I have extensive experience working in the financial services industry, as well as tutoring students who are seeking to pass the FINRA Series 6 exam. I will help you feel more confident with the goal of passing your exam on your 1st attempt! Also, I can share tips and tricks to help you master the trickiest sections!
Series 63,

Series 63

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 63. I have extensive experience working with students who are seeking to pass the exam. I will help you feel more confident with the goal of passing your exam on your 1st attempt!
Series 65,

Series 65

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working with students who are seeking to pass the FINRA Series 65 exam, as well as other financial exams or designations. I can you help you implement a study plan, as well as help you reinforce high frequency material and share insights. I will help you feel more confident and prepared.
Series 66,

Series 66

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 66. With my unique background, I can share real word experiences and examples. I have extensive experience working with students who are seeking to pass the exam. Also, I have experience working with students on their first attempt, as well as experience working with students on multiple attempts.
Series 7

Series 7

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional and I currently hold several FINRA Series licenses including the FINRA SERIES 7. With my unique background, I can share real word experiences and examples. I have extensive experience working with students who are seeking to pass the exam. I will help you feel more confident and help you implement a strategy so you can pass your exam on your first attempt!

Examples of Expertise


Garth has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

5.0 (87 ratings)
5 star
(86)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

Show reviews that mention

All reviews

Helpful and with the time!

Garth has a clear understanding and way to explain the material. He offers helpful hints and tips, and can work with you on the topics you are struggling with. There is no judgement. He utilizes the time you have together wisely.

Brigette, 3 lessons with Garth

Great Instructor!

Garth was really patient with me and helped me pass the series 7 exam! I definitely recommend him for anyone who is struggling with the series 7. Garth explained things in an easy way to help me understand.

JORGE, 2 lessons with Garth
Tutor responded:

Thanks Jorge! It was great working with you and helping you prepare for the Series 7 exam! Good luck with your career in the future!

5 Stars

Garth is a great tutor, and explain things thoroughly and in great detail. I recommend him to anybody studying the series 7. Great person, very nice and has great energy!

James, 4 lessons with Garth
Tutor responded:

Thank you James! It was a pleasure working with you. Good luck in the future!

very efficient.

We covered a lot in just one session. Very prompt to respond. Lots of the exam taking skills sharing. Will continue to hire.

Ally, 2 lessons with Garth
Tutor responded:

Thank you Ally! It was great to partner with you and help you study for your exam.

Awesome tutor and Resource

Garth was exceptional in helping me prepare for my Series 6. He helped walk me through concepts so that I understood them fully rather than just memorizing questions on a practice quiz. I feel extremely confident going into my exam and will definitely be using Garth in the future.

Justin, 5 lessons with Garth
Tutor responded:

Thanks Justin! It was a pleasure working with you! Congratulations on passing your Series 6 exam! I look forward to working with you for your other exams.

Knowledgeable & Good at Explaining Information

So far my experience with Garth has been positive. He knows the material and is able to explain it to me from a high level. I look forward to continuing to work with him.

Anthony, 6 lessons with Garth
Tutor responded:

Thank you Anthony! It was a pleasure working with you!

Super knowledgeable

Garth really did help me to improve my SIE score. He was very encouraging and went the extra mile to ensure my success. He was great at recommending different resources and his tutoring session were a great addition to my study material. Thanks again Garth!

Benicia, 2 lessons with Garth
Tutor responded:

Thank you Benicia! Congratulations on passing your Series 7, 66, and SIE! It was a pleasure working with you!

Contact Garth

Response time: 1 hour

$85/hour

Garth S.'s Photo

Garth S.

$85/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Garth

Response time: 1 hour