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Experienced Financial Professional and Tutor
Bruno P.

5.0 (27 ratings)

38 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $100
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Response time: 3 hours

About Bruno

Bio

With nearly 20 years of experience in the financial services industry, I’ve developed a deep understanding of banking, investments, and client education that now informs my work as a tutor. I began my career as a licensed financial advisor and banker, holding Series 6, 7, 63, and 66 licenses, as well as Life and Health insurance certifications. I’ve spent much of my career helping individuals understand complex financial products and make informed decisions—skills that directly translate into...

With nearly 20 years of experience in the financial services industry, I’ve developed a deep understanding of banking, investments, and client education that now informs my work as a tutor. I began my career as a licensed financial advisor and banker, holding Series 6, 7, 63, and 66 licenses, as well as Life and Health insurance certifications. I’ve spent much of my career helping individuals understand complex financial products and make informed decisions—skills that directly translate into my approach to teaching. Most recently, I retook and passed the SIE exam on April 14th, ensuring I remain up to date with industry standards and regulatory content. I now help students prepare for the SIE and related exams by blending practical insights with a structured study plan tailored to each learner’s strengths and challenges.

In addition to my financial background, I currently serve as a TEAS instructor for a county school district, where I teach students of varying ages and academic levels. My approach is centered around building confidence through clarity and repetition. Whether I'm teaching reading comprehension for the TEAS or the intricacies of market structure for the SIE, I work to simplify material, address anxiety, and make learning engaging. My teaching experience includes classroom settings, small groups, and one-on-one instruction. I also hold a master's degree in Leadership and Management and have completed doctoral coursework in Business Administration. I’m passionate about helping students succeed—not just in passing a test, but in understanding the material and applying it to their long-term goals.

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Education

Southern New Hampshire
Professional Studies
Arizona State University
Masters
  • Licensed teacher

Policies

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Approved Subjects

Interview Prep

Interview Prep

As a former hiring manager with nearly 20 years of experience in the financial services industry, I have conducted and evaluated hundreds of interviews across entry-level and leadership roles. I specialize in helping candidates prepare for both behavioral and technical questions, with a focus on building confidence and clear communication. My guidance is rooted in real-world hiring insights, giving students a practical edge. Whether you're new to the job market or aiming for a promotion, I provide targeted strategies to help you stand out.
Series 6

Series 6

With nearly 20 years of experience in the financial services industry, I’ve developed a deep understanding of banking, investments, and client education that now informs my work as a tutor. I began my career as a licensed financial advisor and banker, holding Series 6, 7, 63, and 66 licenses, as well as Life and Health insurance certifications. I’ve spent much of my career helping individuals understand complex financial products and make informed decisions—skills that directly translate into my approach to teaching. Most recently, I retook and passed the SIE exam on April 14th, ensuring I remain up to date with industry standards and regulatory content. I now help students prepare for the SIE, Series 6,7, 63, 65, and 66 and related exams by blending practical insights with a structured study plan tailored to each learner’s strengths and challenges.
Series 63

Series 63

I specialize in Series 63 preparation, drawing on nearly twenty years in banking and investment advisory, current Series 7 and Series 66 with the SIE completed, and prior Series 63 licensure. I teach directly to the Uniform Securities Act and NASAA model rules and statements of policy, including agent and broker dealer registration, advertising and recordkeeping rules, prohibited practices, and civil liability and remedies. My method uses diagnostics to target weak areas, structured reading assignments, and timed mixed question sets that mirror exam wording, with plain language explanations that connect each rule to practical scenarios. I have guided Series 63 candidates from first attempt through retake readiness and I track progress with data from question banks to build accuracy and speed.
Series 65

Series 65

With nearly 20 years of experience in the financial services industry, I’ve developed a deep understanding of banking, investments, and client education that now informs my work as a tutor. I began my career as a Registered Investment Adviser and banker, holding Series 6, 7, 63, and 66 licenses, as well as Life and Health insurance certifications. I’ve spent much of my career helping individuals understand complex financial products and make informed decisions—skills that directly translate into my approach to teaching. I now help students prepare for the 65, and 66 and related exams by blending practical insights with a structured study plan tailored to each learner’s strengths and challenges. I have been tutoring Series 65 and 66 for almost 2 years now.
Series 66

Series 66

I specialize in Series 66 preparation, drawing on nearly twenty years in banking and investment advisory, and my current Series 7 and Series 66 with the SIE completed. I teach directly to the Uniform Combined State Law exam outline, including ethics and fiduciary duty, state and federal securities regulations, suitability and client recommendations, investment vehicles and risks, and economic analysis. My instruction uses diagnostics, targeted assignments, and timed mixed question sets that mirror the test, with plain language explanations that show both the rule and the reason behind each answer. I have tutored Series 65 and 66 candidates for almost two years and guide learners with a structured plan that builds accuracy and speed through measurable practice results.
Series 7

Series 7

With nearly 20 years of experience in the financial services industry, I’ve developed a deep understanding of banking, investments, and client education that now informs my work as a tutor. I began my career as a licensed financial advisor and banker, holding Series 6, 7, 63, and 66 licenses, as well as Life and Health insurance certifications. I’ve spent much of my career helping individuals understand complex financial products and make informed decisions—skills that directly translate into my approach to teaching. Most recently, I retook and passed the SIE exam on April 14th, ensuring I remain up to date with industry standards and regulatory content. I now help students prepare for the SIE and related exams by blending practical insights with a structured study plan tailored to each learner’s strengths and challenges.
SIE Exam (Securities)

SIE Exam (Securities)

I specialize in preparing students for the Securities Industry Essentials (SIE) exam, drawing on years of experience as a licensed financial professional. I held multiple FINRA licenses, including the Series 6, 7, 63, and 66, and most recently retook and passed the SIE on April 14th to stay current with industry standards. My instruction combines real-world financial knowledge with clear, targeted explanations of key concepts like regulatory frameworks, product types, and market structure. I focus on building foundational understanding and confidence to help students succeed on their first attempt.
TEAS

TEAS

I have extensive experience preparing students for the TEAS exam, with a focus on test-taking strategies, content review, and confidence-building. As a current TEAS instructor for a county school district, I guide students through all four sections of the exam—reading, math, science, and English—using practical examples and tailored instruction. My background in education and leadership allows me to identify individual learning needs and adjust my teaching accordingly. I am committed to helping aspiring healthcare professionals achieve strong scores and reach their academic goals.
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Ratings and Reviews

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5.0 (27 ratings)
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Reviews

Knowledgeable and patient tutor

Bruno is an excellent tutor! He has a talent for breaking down complex concepts into clear, simple explanations that make learning much easier. He’s very patient, well-prepared, and genuinely invested in his students’ success. I appreciate how he tailors each session to my needs and makes sure I fully understand before moving on. Thanks to his guidance, I feel much more confident in the subject. I highly recommend Bruno to anyone looking for a knowledgeable and supportive tutor!

Drew, 5 lessons with Bruno

Very knowledgeable and knows how to teach science, English and math.

Excellent communicator not only that, he was very knowledgeable in the subject, he also teach it well. He had the ability to adapt to my learning style was Very important for me. He was able to meet my needs. We also went over some assignment the following session for my better understanding and grasp my learning. I really appreciate how he is genuinely passionate about helping students to learn and succeed. I definitely gain the confidence i need for for my TEAS test next week.

Irene, 10 lessons with Bruno
Hourly Rate: $100
Response time: 3 hours
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