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Excited to help you further your financial services career!
Shawn M.

5.0 (3 ratings)

30 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $75
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About Shawn

Bio

Hello,
I'm an active Financial Planner with 10 years experience helping peers and students pass the SIE, Series 6, 7, 63, 65 and 66. I have three areas of focus when I work with test takers:
1) Working with you to see as many questions as possible while providing a place to learn why the correct answer is correct
2) Helping you learning rather than memorize the core aspects of knowledge required of each test
3) Teaching you a tried and true scientifically based test taking method and...

Hello,
I'm an active Financial Planner with 10 years experience helping peers and students pass the SIE, Series 6, 7, 63, 65 and 66. I have three areas of focus when I work with test takers:
1) Working with you to see as many questions as possible while providing a place to learn why the correct answer is correct
2) Helping you learning rather than memorize the core aspects of knowledge required of each test
3) Teaching you a tried and true scientifically based test taking method and then making sure you practice the method before your next exam.

I look forward to hearing from you.

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Education

University of Colorado at Boulder
Distributed Studies
Washington University in Saint Louis
Masters

Policies

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Approved Subjects

Philosophy

Philosophy

And my undergraduate program at the University of Colorado you had to take one class on philosophy and then for my specific major. I took another class on comparative philosophy, comparing Western with Japanese and Chinese philosophy. Then for my masters degree at Washington University, I took another comparative philosophy class with more of a sociological and anthropological perspective.
Series 6

Series 6

I passed my Series 6 in June 2024. I've helped two dozen people pass as a internal tutor/coach at New York Life in 2024.
Series 63

Series 63

I passed my Series 63 in July 2024. I've helped 10 people pass as a internal tutor/coach at New York Life in 2024.
Series 65

Series 65

I passed the exam on March 13, 2025 and previously passed the Series 66 10 years.
Series 66

Series 66

I passed my Series 66 in 2015. I helped several dozen people pass as a internal tutor/coach at Well Fargo Advisors from 2015 to 2019.
Shawn M.'s Photo

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Ratings and Reviews

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5.0 (3 ratings)
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Reviews

the best S65 tutor!

Shawn is truly a master when it comes to breaking down the topics of the S65. I came to Shawn after having tried another tutor outside of Wyzant and failing my exam the first time around. After meeting with Shawn consistently, I felt like I had a better handle of the exam topics and felt more confident the second time around taking my exam. Shawn is an amazing teacher and is truly so patient. I couldn’t have done it without his guidance, and I can’t recommend him enough. Thank you Shawn!

Sophia, 6 lessons with Shawn

BEST TUTOR EVER

Shawn has been an amazing tutor. Day one he cared about my plan and creating affective methods that will help me to pass my series 63 in just a few days. He wasted no time getting to know my study style and being affective. Excited to continue working with him and you should absolutely choose him as your tutor.

Daja, 4 lessons with Shawn
Hourly Rate: $75
Contact Shawn