Search

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

About Kevin


Bio

More than 900 (5 Star) ratings and I've helped more than 200 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 900 (5 Star) ratings and I've helped more than 200 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, weekend, 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

Loading...

Sun

Mon

Tue

Wed

Thu

Fri

Sat


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 (927 ratings)
5 star
(910)
4 star
(12)
3 star
(3)
2 star
(0)
1 star
(2)

Reviews


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, 6 lessons with Kevin

If not for Kevin's tutoring skills I would have never passed my SIE exam!

Kevin most definitely had patience with me. I have been out of taking any type of test for the past 15 years. Kevin was very thorough in his explanations of financial terms and everything I needed to know to pass this exam. He illustrated the financial information that I needed to know in a way that I could understand. It was a very personable experience with every tutoring session. If it wasn't for Kevin I honestly believe I would not have passed. Here's looking to a bright future and the next exam! Thanks again Kevin!

Kimberly, 12 lessons with Kevin

Very helpful

Kevin helped me pass the Series 7 and now he is helping me with the Series 66. He is very patient and knowledgeable. Kevin is able to simplify complex topics so I can apply them to my studying.

Tricia, 9 lessons with Kevin

WOULD NOT HAVE PASSED SERIES 7 OR 66 WITHOUT KEVIN!

Kevin is an amazing tutor. He exceeded my expectations in every way. I had deadlines to reach and was so scared I would not be able to pass either exam. Kevin taught me the material very efficiently. He made it very easy and comfortable to ask questions. He was patient and effective at the same time. I passed the SIE and Series 7 top off the first time with his help. I took the Series 66 twice before reaching out to Kevin and did not pass. Once he helped me the third time around, I passed! I am so grateful for Kevin and highly recommend him as a tutor! If you want to pass your exams, YOU NEED KEVIN!

Giana, 38 lessons with Kevin

Series 66 Tutor

I had taken and failed the Series 66 twice before reaching out to Kevin. I had a total of 5 sessions with him, 3 before the week of my test and 2 the week of my test. I felt like I was struggling the most with the rules and reg, state vs. federal, for IAs and BDs. The first 4 sessions, Kevin really helped breakdown all the state and federal rules and regulations and really helped clear up any confusion I had. On our last session, we did an overview of the test by going over numerous of questions. I truly felt confident going into my test and what I really liked was the fact I could ask about anything I was confused on and that he gives little hints and tips throughout. I would recommend Kevin to anyone struggling with the Series 66 who just wants to pass it already!!

Sarah, 5 lessons with Kevin

As Smart as he is kind

I’m working on becoming Series 3 certified and Kevin is a diamond in the rough when it comes to texting. He’s a very intuitive and patient guy, kind and resourceful.

Djery, 1 lesson with Kevin
Contact Kevin

Response time: 3 hours

$69/hour

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