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Kevin S.

Effective: SIE, Series 6, 7, 63, 65, 66, 3, 30, 24, 79 Expert w/25+Yrs

Effective: SIE, Series 6, 7, 63, 65, 66, 3, 30, 24, 79 Expert w/25+Yrs

$69/hour

  • 5,128 hours tutoring

About Kevin


Bio

More than 999+ (5 Star) ratings and I've helped more than 400 people pass their SIE (Securities Industry Essentials), Series 3, 6, 7, 63, 65, 66, 79 and other FINRA/NASAA exams.

Much of the Series 6, 7, and other FINRA exams deal with options, municipals securities, underwritings, bonds, suitability, finance, and regulations. While much of the Series 63, 65, and 66 exams deal with exemptions and exceptions. I have over 25 years of industry experience as a financial advisor, investment...

More than 999+ (5 Star) ratings and I've helped more than 400 people pass their SIE (Securities Industry Essentials), Series 3, 6, 7, 63, 65, 66, 79 and other FINRA/NASAA exams.

Much of the Series 6, 7, and other FINRA exams deal with options, municipals securities, underwritings, bonds, suitability, finance, and regulations. While much of the Series 63, 65, and 66 exams deal with exemptions and exceptions. I have over 25 years of industry experience as a financial advisor, investment banker, trader, and trainer. Firms include Edward Jones, JP Morgan, Merrill Lynch/Bank of America.

Background: CPA (Certified Public Accountant), MBA, investment banking, financial service consulting.
Patent Holder: U.S. 7,634,435 Diversified fixed income product and method for creating and marketing same.

My passion for teaching comes from a lifelong passion for financial services industry and learning. Clients say that I help them succeed and realize their own potential with improved confidence, test scores, and career development.
Suggested study framework based on my experience with successful clients:
Series 7 or Series 79: 20 hours, 7 weeks, 2 meetings per week, 1.5-2 hours
Series 63: 10 hours, 3 weeks, 2 meetings per week, 1.5 hours
Series 65: 18 hours, 6 weeks, 2 meetings per week, 1.5 hours
Series 66: 10 hours, 5 weeks, 2 meetings per week, 1.5 hours

Sessions are accounted for at least 1.5 hours. Also, weekend, holidays, and outside regular business hours (8 am -5 pm Central) rates are accounted for up to an additional 15 minutes per hour.


Education

Truman State University
Accounting
Washington University in St. Louis
MBA

Policies

  • Hourly Rate: $69
  • Rate details: Sessions are billed for at least 1.5 hours. Also, weekends, holidays, and outside regular business hours (8 am -5 pm Central) rates are billed up to an additional 15 minutes per hour.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 1/5/2018

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Business,

Business

My qualifications include an MBA from the Olin School of Business at Washington University in St. Louis, which is consistently ranked as one of the "Top 20" business schools. In addition, my BS in Accountancy is from Truman State University, which is consistently ranked as one of the top schools. Plus I have my CPA certificate (i.e., Certified Public Accountant) and became a member of Mensa in 2009.
Finance,

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).
Financial Accounting,

Financial Accounting

Financial Accounting expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes being a CPA (Certified Public Accountant) and MBA (Masters of Business Administration with a finance emphasis).
Series 3,

Series 3

I passed the Series 3 this past year and have over 25 years of related experience. Plus I've already tutored others who have passed the exam.
Series 6,

Series 6

I've passed and tutored the Series 6 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 63,

Series 63

I've passed the Series 7 & Series 63 before. Plus I was an investment banker and financial advisor for nearly 10 years.
Series 65,

Series 65

I've passed and tutored the Series 65 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 66,

Series 66

I've passed and tutored the Series 66 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect. The Series 66 deals with broker/dealers, investment advisors, and both state and federal securities regulations.
Series 7

Series 7

I previously passed the Series 7 exam. Moreover, I was a financial advisor. Also much of the Series 7 exam deals with underwritings, finance and broker dealer relationships, which I have nearly 10 years of experience doing.

Corporate Training

Business,

Business

My qualifications include an MBA from the Olin School of Business at Washington University in St. Louis, which is consistently ranked as one of the "Top 20" business schools. In addition, my BS in Accountancy is from Truman State University, which is consistently ranked as one of the top schools. Plus I have my CPA certificate (i.e., Certified Public Accountant) and became a member of Mensa in 2009.
Finance

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).

Other

Finance

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).

Test Preparation

Series 3,

Series 3

I passed the Series 3 this past year and have over 25 years of related experience. Plus I've already tutored others who have passed the exam.
Series 6,

Series 6

I've passed and tutored the Series 6 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 63,

Series 63

I've passed the Series 7 & Series 63 before. Plus I was an investment banker and financial advisor for nearly 10 years.
Series 65,

Series 65

I've passed and tutored the Series 65 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 66,

Series 66

I've passed and tutored the Series 66 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect. The Series 66 deals with broker/dealers, investment advisors, and both state and federal securities regulations.
Series 7

Series 7

I previously passed the Series 7 exam. Moreover, I was a financial advisor. Also much of the Series 7 exam deals with underwritings, finance and broker dealer relationships, which I have nearly 10 years of experience doing.

Examples of Expertise


Kevin has provided examples of their subject expertise by answering 6 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

5.0 (1,036 ratings)
5 star
(1,018)
4 star
(13)
3 star
(3)
2 star
(0)
1 star
(2)

Reviews


Extremely knowledgeable and patient tutor

It took several tutors before I found a fit with Kevin. I like his interactive approach to tutoring. I wasn’t bored. He kept me on my toes and engaged. Looking forward to my next lesson.

Kelly, 2 lessons with Kevin

Excellent teacher, would highly recommend

Kevin is extremely knowledge on all aspects of the Series 7. Breaking down the questions to understand the whole framework and meaning behind the answers. Which is essential in passing these exams.

Stephen, 1 lesson with Kevin

I passed…with Kevin’s help!

I had two review sessions with Kevin before taking the SIE. He was beyond helpful and was able to answer all of my questions in great detail. I’d highly recommend booking a session with Kevin if you are looking to pass any financial exam. His test taking tips and overview of the chapters was what helped me pass my exam.

Doryn, 4 lessons with Kevin

Great teacher!!!

Kevin is the best teacher hands down. Just finished my first session with him and I feel like I learned more in 1 hour and half with Kevin then I did in a month of just reading from a textbook. I definitely recommend Kevin to anyone.

Edgar , 13 lessons with Kevin

Kevin Was GREAT!!

I was struggling with the SIE. I finally reached out to Kevin for some help and he was very knowledgeable and his techniques helped me pass. After my sessions with Kevin, I went into the exam and knew every question. I highly recommend using Kevin and I will reach out to him in the future regarding the Series 7 and the Series 66. If you are struggling on a subject and need help, Kevin is the guy to go to!

Luke, 31 lessons with Kevin

Very Clear and to the point!!!

I am working with Series 7. Kevin is great in explaining options. He explained to me in 1.5 hours what I have not learned in 60 days regarding options!!!! Great Instructor!!!!

John, 6 lessons with Kevin

Excellent Series 7 Tutor!

I have previously taken the Series 7 Top-Off and did not pass. I was really struggling with options. Kevin really helped with teaching options and understanding a very difficult topic. I started to feel more comfortable and confident and then we moved on to other topics (municipal securities, margin, bonds, etc.). He is really patient and is super knowledgeable. Yesterday I took my Series 7 again after working with Kevin, and I passed, FINALLY! If you are struggling with one topic or many, Kevin is the tutor for you.

Angela, 25 lessons with Kevin

Magic Options and Hedging Chart

This made me confident going into the exam. One session with Kevin changed everything. I scored very high on my Merrill Lynch proctored exam. Kaplan did not prepare me like Kevin did.

Laura, 4 lessons with Kevin

Series 7

Discussed suitability questions, along with debt section review. We will discuss more debt in the next section. Amazing, simply amazing, very prepared and handled every question without any issue.

Aaron, 8 lessons with Kevin
Contact Kevin

Response time: 3 hours

$69/hour

Kevin S.'s Photo

Kevin S.

$69/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

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

Contact Kevin

Response time: 3 hours