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Private Tutoring for FINRA, CIMA®, and Insurance Licensing Exams
Penny H.

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3 hours tutoring

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Hourly Rate: $95
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Response time: 41 minutes

About Penny

Bio

I offer personalized, one-on-one tutoring for a wide range of individuals, including first-time test takers, candidates preparing for a retake, college and graduate students, and career changers entering the financial industry. I take pride in making complex material approachable and understandable.

I bring a unique combination of academic excellence and real-world financial industry experience. I earned a 4.0 GPA in both my undergraduate and graduate studies. I successfully passed the...

I offer personalized, one-on-one tutoring for a wide range of individuals, including first-time test takers, candidates preparing for a retake, college and graduate students, and career changers entering the financial industry. I take pride in making complex material approachable and understandable.

I bring a unique combination of academic excellence and real-world financial industry experience. I earned a 4.0 GPA in both my undergraduate and graduate studies. I successfully passed the Series 7, 63, 65, 66, 24, and Series 52 exams. In addition, I hold the Certified Investment Management Analyst (CIMA) designation. My 25+ years of professional experience includes large money center banks and investment asset managers, where I developed expertise in a wide range of investment products, investment portfolio analysis, and global financial markets.

I specialize in preparing students for a wide range of financial licensing and certification exams, including the SIE, Series 6, Series 7, Series 24, Series 63, Series 65, Series 66, Life Insurance Licensing exams, and the Certified Investment Management Analyst (CIMA®) designation, as well as undergraduate and graduate students in finance and economics. My teaching approach focuses on breaking down difficult concepts into clear, manageable ideas. I incorporate real-world examples to deepen understanding and tailor each session to your individual strengths, weaknesses, and timeline.

I offer a complimentary 30-minute introductory call to discuss your goals, exam timeline, and areas of concern. This is a no-pressure opportunity to determine how I can best support you. Mastering these financial concepts can open meaningful career opportunities, and I am here to help you get there with clarity and confidence. Reach out today to schedule your free introductory call.

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Education

Southern New Hampshire University (4.0 GPA, Summa Cum Laude)
Finance
Southern New Hampshire University (Finance; 4.0 GPA)
Masters

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Approved Subjects

Series 6

Series 6

I help candidates prepare for the Series 6 exam by focusing on the specific content that drives success. With over 25 years of experience in investment management and client-facing roles at money center banks and investment management firms, I bring practical insight to the products and rules tested. I've personally passed multiple FINRA exams (Series 6, 7, 24, 63, 65, and 66) and understand how FINRA structures questions, especially around product features, fees, and appropriate recommendations. My goal is to help you connect the dots between concepts and how they show up on the exam. My academic background includes both a Bachelors and Masters degree in Finance (4.0 GPA), along with the Certified Investment Management Analyst CIMA® designation. Sessions are customized based on your experience level and timeline. I emphasize high-yield topics, common pitfalls, and efficient study techniques so you can retain the material and perform under exam conditions. Whether you’re new to the industry or looking to strengthen your understanding before test day, I’ll help you approach the Series 6 exam with clarity and confidence. I offer a complimentary 30-minute introductory session to assess your progress and build a focused study plan.
Series 63

Series 63

I am a senior investment professional with over 25 years of experience in portfolio analysis, investment research, and capital markets across leading institutions, including U.S. Bank Private Wealth, Raymond James, BNY Mellon, and Evergreen Investments. I have successfully passed multiple FINRA licensing exams, including the Series 7, 24, 63, 65, and 66, and bring extensive expertise in equity, fixed income, and multi-asset investment strategies. I earned both my Bachelor of Science and Master of Science in Finance with a 4.0 GPA and I hold the Certified Investment Management Analyst (CIMA®) designation from the University of Chicago Booth School of Business, reflecting advanced expertise in portfolio construction and investment analysis. In addition, I have five years of experience tutoring candidates for exams such as the SIE, Series 6, 7, 24, 63, 65, 66, and state insurance licensing exams, with a focus on simplifying complex financial concepts. I tailor each session to the individual student, using real-world examples and targeted strategies to help first-time test takers, retake candidates, and career changers succeed efficiently and confidently.
Series 65

Series 65

I am a senior investment professional with over 25 years of experience in portfolio analysis, investment research, and capital markets at large money center banks and asset management firms. I have passed the Series 7, 24, 63, 65, and 66, and specialize in helping students prepare specifically for the Series 65 exam. I hold both a Bachelor’s and Master’s degree in Finance with a 4.0 GPA and earned the Certified Investment Management Analyst (CIMA®) designation in 2019. My background allows me to connect exam concepts to real-world application—making the material easier to understand and retain. Over the past five years, I have successfully tutored candidates across various securities exams, with a strong focus on Series 65 content. I help students master key areas such as economics, portfolio management, ethics, and state regulations, while also teaching how to navigate tricky NASAA-style questions. My approach is highly personalized and efficient. Whether you are taking the exam for the first time or retaking it, I focus on high-impact topics, common test traps, and proven strategies to help you pass with confidence. I offer a complimentary 30-minute introductory session to assess your needs and create a focused study plan.
Series 66

Series 66

I bring more than two decades of hands-on experience in investment management, portfolio consulting, and capital markets, having worked in large money center banks and asset management firms such as Raymond James, BNY Mellon, and Evergreen Investments. I’ve successfully completed the Series 7, 24, 63, 65, and 66 exams, and I focus on helping students prepare specifically for the Series 66 by combining technical knowledge with practical application. My academic background includes both undergraduate and graduate degrees in Finance, each completed with a 4.0 GPA, along with the Certified Investment Management Analyst (CIMA®) designation. This foundation allows me to go beyond memorization and help students truly understand the regulatory and investment concepts tested on the Series 66 exam. I've worked with candidates across a range of licensing exams, with particular emphasis on the Series 66, by helping students break down complex topics such as state vs. federal regulation, investment adviser rules, portfolio construction, and ethical standards. In particular, I incorporate strategies to navigate the exam’s more nuanced and scenario-based questions. Sessions are tailored to each student’s background and timeline. Whether you are preparing for your first attempt or refining your approach after a prior exam, I focus on high-yield material, pattern recognition, and efficient study techniques to maximize your chances of success. I offer a complimentary 30-minute introductory session to evaluate your current level and outline a targeted study plan.
Series 7

Series 7

Graduate Level Financial Professional; passed Series 7 FINRA exam
SIE Exam (Securities)

SIE Exam (Securities)

I work with students preparing for the SIE by focusing on what matters most: building a clear understanding of core financial concepts and learning how to apply them on exam-style questions. With more than 25 years of experience across portfolio management, investment research, and capital markets, while working at large money center banks and investment management firms, I bring real-world context to topics that can otherwise feel abstract. My specialty is helping candidates develop a strong foundation in areas heavily tested on the SIE exam. My focus is on translating complex topics into simple, testable ideas that are easy to remember. I've passed multiple FINRA/NASAA exams, including the Series 7, 24, 63, 65, and 66. My academic background includes both undergraduate and graduate degrees in Finance achieving a 4.0 GPA, along with the Certified Investment Management Analyst CIMA® designation. Whether you're brand new to the industry or looking to strengthen your understanding before moving on to exams like the Series 7, I’ll help you prepare efficiently and with clarity. I offer a complimentary 30-minute introductory session to assess your starting point and map out a focused study plan.
Finance
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Hourly Rate: $95
Response time: 41 minutes
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