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Excited to help you enter 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: $60
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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 connect the concepts and ideas you’re learning with your existing experiences to help contextualize the subject in your terms and goals.

I look forward to hearing from you! Thank you!

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 connect the concepts and ideas you’re learning with your existing experiences to help contextualize the subject in your terms and goals.

I look forward to hearing from you! Thank you!

Education

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

Policies

Schedule

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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.
Project Management

Project Management

I've been managing projects over all sizes since 1999. First project ever was a several million clean room project for PortaFab Corporation (we supplied all the components for the clean room fabrication). Most recently ran a culture project as a consultant for Northwestern Mutual impacting all 20,000 plus field representatives.
Proofreading

Proofreading

I have taught six university courses, including several at the graduate level. I additionally taught dozens of business courses as well as was a management consultant for four years.
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.
Writing

Writing

I have a masters degree in International Affairs from Washington University. I’ve also taught at Washington University, University of Missouri St. Louis, Saint Louis University and Harris Stowe University,. Additionally, I’ve taught professional and business writing standards and techniques for continuing education credit through multiple business organizations.
Government & Politics
TOEFL
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: $60
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