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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

  • 6,312 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 (observed), 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 (1,324 ratings)
5 star
(1,303)
4 star
(14)
3 star
(5)
2 star
(0)
1 star
(2)

Reviews


Knowledgeable

Great tips on separating the context of the question to better understand what the question is really asking you. Related to interests of better understanding the content.

Joe, 1 lesson with Kevin

very friendly & informative

Showed a couple helpful videos and graphs regarding puts/calls & practice quiz was helpful too! Definitely made me feel a bit more confident going into the test

Cecilia, 1 lesson with Kevin

Great for help with the SIE

Kevin has helped me with preparing for my SIE exam which I just passed yesterday. He is very patient and knowledgeable and good at pinpointing areas that need further studying. There were a few areas where I had unknowingly memorized the information but wasn't thoroughly understanding the concepts, so he made sure I was more familiar with the underlying ideas so that I could be prepared for any kinds of questions thrown at me, not just the ones I was used to seeing. In other words, he could tell areas that needed work that I didn't even know needed work. The real exam is quite different from the practice exams so thoroughly understanding concepts is imperative. I will be meeting with him again to study for my series 7 exam!

Jessie, 4 lessons with Kevin

Very knowledgeable and Patient!

Kevin did an amazing job teaching and explaining options for my Series 7 test. I was completely lost before tutoring with him and now I have a clear understanding of Options and how they work. The chart that he uses is amazing! Highly recommend.

Angela, 3 lessons with Kevin

Very Helpful!

Kevin was great at using the information given and applying it to scenarios that made sense. With someone who doesn't have a finance background going into my SIE test the industry experience that Kevin brings is very helpful. He is thorough and makes sure to cover any topics not covered in the study materials that may appear on the test.

Jaine Coann , 7 lessons with Kevin

Great and Knowledgeable Tutor

Kevin helped me pass the Series 7. I mainly struggled with options, Municipal Bonds and taxation. We also went over suitability and explained to me the best way to get the correct answer. Kevin explained those topics to me in a clear and concise way. We took practice questions together and he showed me how to get to the answer. Kevin challenged me by asking me questions and making sure I understood the concepts. Kevin is a wonderful tutor and I highly recommend him to anyone who wants to pass the Series 7 first try!

MARIA, 14 lessons with Kevin

Great series 7 tutor

I came to Kevin about 10 days before my series 7 top off exam. His options chart was incredibly simple to use, and helped me answer 10+ questions on the exam. In two short lessons Kevin gave me the knowledge and confidence I needed to pass. 10/10 would recommend him if you are serious about passing. Thanks Kevin!

John, 5 lessons with Kevin

The BEST tutor! Makes topics easy to understand and is very knowledgeable. Great for options!

I had been studying for the series 7 for months by myself and was struggling with the topics that are tested on. I took it and failed and knew I needed to find a tutor for extra help. Kevin has helped me so much more in the 6 weeks I have been meeting with him than any of the study materials I have been using for the past 6 months. He makes understanding the topics so easy and comprehendible. He also provides tips and tricks that helped me and made me feel like I had all the tools I needed to pass the test. His tutoring style is very helpful and at the end of every chapter he does tests with you and I found it to be extremely beneficial to walk through tests on each chapter with someone who was able to explain the answers to me. He also has a great options strategy that he teaches that made me feel so confident that I actually looked forward to options questions on the test and was hoping it would be options heavy because he offered so many tips and tricks with his options chart. If you need a tutor I highly recommend him. Now that my series 7 is done I will be working with him to study for the Series 66.

Ally, 46 lessons with Kevin

Series 7

Kevin had been tutoring me for the Series 7 Exam for 5-7 weeks. He was by far the best tutor I have ever had. He made the most complex topics so simple. His lesson on Options was fantastic and so helpful. I took the exam this week and passed! I highly recommend!!

Alexandra, 12 lessons with Kevin
Contact Kevin

Response time: 5 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: 5 hours