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Benefit from 20 Years of Financial Services Experience!
Benjamin T.

5.0 (20 ratings)

45 hours tutoring

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About Benjamin

Bio

I have over 20 years of experience in the Financial Services Industry as a Licensed Insurance Professional in several states. I am proficient in Property and Casualty as well as Life, Accident and Health. I am Currently active and Registered with FINRA as an Investment Advisor Representative in NY.

As a full time instructor for a leading pre-licensing company I have helped design and administer classes of up to 40 or more for both public students and private companies nationwide. For...

I have over 20 years of experience in the Financial Services Industry as a Licensed Insurance Professional in several states. I am proficient in Property and Casualty as well as Life, Accident and Health. I am Currently active and Registered with FINRA as an Investment Advisor Representative in NY.

As a full time instructor for a leading pre-licensing company I have helped design and administer classes of up to 40 or more for both public students and private companies nationwide. For over three years I worked as the Lead Securities Instructor teaching a variety of content daily. I am also an active Securities Pre-licensing Trainer and Coach as I have successfully taught and tutored for the SIE, Series 7, 6, 63, 65 and 66. Above all, I am committed to the success of my students and I support them by designing an effective and targeted program to achieve their goals. Anything is possible with hard work, time and dedication. Let's work together today!

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Education

SUNY Binghamton
BA Biology
  • Licensed teacher

Policies

  • Hourly Rate: $75
  • Rate details: Group Rate - $75 per hour *Plus $20 per hour (Each Student) *Maximum Group Size - 8 *Minimum 2 Hour Sessions
  • Lesson cancellation: 2 hours notice required

  • Background check passed on 3/10/2026

  • Your first lesson is backed by our Good Fit Guarantee

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Approved Subjects

Series 6

Series 6

I have previously held the Series 6 designation in prior roles in banking, insurance and investment firms throughout my 20 year career. I have over 10 years of experience teaching FINRA content for several Schools and Education Providers in a Pre-licensing, Continuing Education and 1 on 1 tutoring capacity.
Series 63

Series 63

I have passed the exam and held the Series 63 designation in my capacity Retail Banker and Registered Representative for several firms. I have over 10 years of experience teaching FINRA content for several Schools and Education Providers in a Pre-licensing, Continuing Education and 1 on 1 tutoring capacity.
Series 65

Series 65

I currently hold the Series 65 designation in my capacity as an Investment Advisor Representative for a NY based Investment Advisor. I have over 10 years of experience teaching FINRA content for several Schools and Education Providers in a Pre-licensing, Continuing Education and 1 on 1 tutoring capacity.
Series 66

Series 66

I have previously held the Series 66 designation in prior roles in banking, insurance and investment firms throughout my 20 year career. I have over 10 years of experience teaching FINRA content for several Schools and Education Providers in a Pre-licensing, Continuing Education and 1 on 1 tutoring capacity.
SIE Exam (Securities)

SIE Exam (Securities)

I have over 20 years of experience in the Financial Services Industry as a Licensed Insurance Professional and Registered Representative in several states. I have worked in Property and Casualty as well as Life, Accident and Health Insurance. I am Currently active and Registered with FINRA as an Investment Advisor Representative in NY. As a former full time instructor for a leading pre-licensing company I have helped design and administer classes of up to 40 or more for both public students and private companies nationwide. I've taught Pre-Licensing material for over 10 years and more recently I've worked as the Lead Securities Instructor for a Nationally Acclaimed Educator teaching a variety of content daily. I am also an active Securities Pre-licensing Trainer and Coach as I have successfully taught and tutored for the SIE, Series 7, 6, 63, 65 and 66. Above all, I am committed to the success of my students by designing an effective and targeted program to achieve their goals.
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Ratings and Reviews

Rating

5.0 (20 ratings)
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Reviews

He consistently took complex topics and simplified them into real world examples.

I highly recommend my Series 65 tutor. He consistently took complex topics and simplified them in a way that made them easy to understand and apply. One of his biggest strengths is relating the material to real-world situations, which made a significant difference in how well I retained the information. His approach made the studying process far more effective and less overwhelming.

Matthew, 7 lessons with Benjamin

Knowledgeable and patient tutor

I failed my P&C License twice and was searching for a tutor to help me pass and I happened to find Benjamin. We focused on the weak areas in my knowledge and after 4 sessions I immediately felt much more comfortable and confident in myself when explaining concepts and answering questions. I was able to pass the exam due to Benjamin’s guidance. One thing I really enjoyed was him providing stories real world examples of certain situations that would apply to the different topics in P&C Insurance. Therefore, he not only helped me pass my exam but truly gave me real-world knowledge that could occur in the field. 10/10!!

Alex, 5 lessons with Benjamin

Knowledgeable and patient tutor

I failed my P&C License twice and was searching for a tutor to help me pass and I happened to find Benjamin. We focused on the weak areas in my knowledge and after 4 sessions I immediately felt much more comfortable and confident in myself when explaining concepts and answering questions. I was able to pass the exam due to Benjamin’s guidance. One thing I really enjoyed was him providing stories real world examples of certain situations that would apply to the different topics in P&C Insurance. Therefore, he not only helped me pass my exam but truly gave me real-world knowledge that could occur in the field. 10/10!!

Alex, 5 lessons with Benjamin