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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

  • 5,672 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 (1,155 ratings)
5 star
(1,137)
4 star
(13)
3 star
(3)
2 star
(0)
1 star
(2)

Reviews


Very Knowledgeable

I completed 5 1-2 hour tutoring sessions leading up to my Series 7 licensing exam with Kevin. He was very knowledgeable on the material and helped identify the areas that needed the most focus and time on. I want it be known that I attended a 3 day training class that was costly, very inconvenient and far inferior to the lessons provided by Kevin through Wyzant. He was patient, understand of my frustrations and quickly identified my learning style to best teach and coach me to successfully passing the series 7 on my first attempt! I can’t speak highly enough of Kevin as a tutor, I was at a breaking point with declining practice test scores anticipating a failing score. I truly believe I wouldn’t have passed this exam without his help! If you’re considering a 3 day on site class that requires time off work and travel, trust me save your money and reach out to Kevin! I am gearing up for my next exam (Series 66) and will definitely be signing up for a week of tutoring again!

Holly, 5 lessons with Kevin

Incredible

I worked with Kevin on preparing to sit for my Series 7 (which I passed.) Kevin is an incredible tutor and has a fantastic way of simplifying overly complex ideas. If you struggle with Options BOOK HIM AS A TUTOR RIGHT NOW. He has an amazing way of doing them and you will be so happy when he teaches you. I couldn’t be happier for deciding to connect with him.

Matthew, 4 lessons with Kevin

Couldn't have done it without Kevin

I attempted the Series 65 three times before I decided to seek out help. I went on my search to find a tutor and found Keven, who had glowing recommendations from many pleased clients that he has helped. I can not express how thankful I am that I found Kevin to help me get over this hurdle and get my license. I worked with Kevin and finally was able to pass my exam with confidence going into it! He is extremely easy to work with and really knows his stuff. I had trouble with quite a few sections and he never made me feel bad for needing some extra time to understand certain concepts. He was very patient and was always able to find a way to help me understand anything we were reviewing. When you are doing great and flying through some of the material then he is quick to encourage you and tell you how good of a job you are doing as well. I can't recommend Kevin enough. If you are struggling with any exam then I assure you this man is the answer.

Mathew, 62 lessons with Kevin

Amazing Tutor

I failed my 66 once and decided to look for a tutor to help me pass the second time. Kevin is an amazing tutor. He is patient and very knowledgeable. He would always find a way to explain the concepts to me in ways that I understand them. He relates the very dry, difficult material to real life and gave me test taking tips that helped me a lot on the exam. I can confidently say that I wouldn’t have a passed the second time without Kevin’s help. If you’re looking for a tutor for the 66, Kevin is the best there is.

Maddy, 9 lessons with Kevin

Insightful and Engaging

I did tutoring sessions with Kevin for both the Series 7 & 66 (passed both). At first I wasn’t sure I wanted to spend the money, but at the same time I knew I didn’t want to leave my exam up to chances so went through with Kevin. Kevin was always finding new ways to learn the material that STC wasn’t providing and he was always finding more ways to dive in deeper into critical areas that I wasn’t solid on. Kevin is extremely knowledgeable, very engaging in his process, and also wonderful to work with. I’m fortunate to have had Kevin as my tutor. HIGHLY RECOMMEND.

John, 8 lessons with Kevin

Series 66 Tutor

Kevin was very knowledgeable and helped me grasp the information I needed to pass the exam on the first attempt. If you’re looking for a tutor don’t hesitate to reach out to Kevin!

Tommy, 15 lessons with Kevin

Excellent tutor

Kevin does a great job of focusing on exactly the financial concept I'm trying to understand and explains things in a manner that makes it very understandable for someone without a finance background. Excellent tutor for anyone who has ever found financial lingo intimidating but who is eager to improve their knowledge in all aspects of this very important field.

Michele, 7 lessons with Kevin

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, 6 lessons with Kevin

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, 6 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