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Teaching Series 6, 7, 66 and SIE and helping students pass the test!!!
William S.

538 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $89
Response time: 31 minutes

About William


Bio

I have been helping students pass the Series 6, 7, 63, 65 and 66 for the past 26 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including (Kaplan, ExamFX, Training Consultants, STC and Achievable)

I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have...

I have been helping students pass the Series 6, 7, 63, 65 and 66 for the past 26 years and now recently the SIE as well. I specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including (Kaplan, ExamFX, Training Consultants, STC and Achievable)

I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have multiple industry designations (CAS, CMFC, AAMS, CRPC and ARPC).
My tutoring approach is tailored to each student's unique learning style and pace, ensuring that they grasp the concepts and strategies needed to pass these exams.


Education

Malone College Canton, Ohio
Business Management

Policies

  • Hourly Rate: $89
  • Rate details: I offer group rates as well....message me to discuss.
  • Lesson cancellation: 36 hours notice required
  • Background check passed on 10/14/2025

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Series 6

Series 6

I have a variety of industry designations along with being Series 7, 9, 10, 24, 63 and 65 licensed. I have worked in the securities industry for over 30 years in a variety of roles. Most recently as a regional compliance principal. I currently have completed the following industry designations: CRPS, CAS, CMFC, AAMS, CRPC and ARPC.
Series 7

Series 7

I have helped 100’s of student prepare and pass these test!
SIE Exam (Securities)

SIE Exam (Securities)

I have been teaching FINRA exams for over 25 years. I am currently Series 7, 9, 10, 25, 63 and 65 licensed. I am familiar and work with a variety of materials including Kaplan, STC, Training Consultants, ExamFX and Pass Perfect.

Examples of Expertise


William has provided examples of their subject expertise by answering 5 questions submitted by students on Wyzant’s Ask an Expert.

William S.'s Photo

Questions? Contact William before you book.

Still have questions?

Contact William
Response time: 31 minutes

Ratings and Reviews


Rating

5.0 (75 ratings)
5 star
(75)
4 star
(0)
3 star
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2 star
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1 star
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Reviews

Series 7

I am not a Math person and I do really struggle with Options but Bill has so much patience teaching me. I tried a tutor before whish also has a 5 star rating but during the entire lesson I was just there listening. Bill will let you participate in the lesson and he also make sure that I was actually learning what he is teaching and believe me I am probably the most difficult person to teach Options to. With Bill as your tutor you are definitely in good hands. Thank you so much for everything Bill.

Anna, 5 lessons with William

Great Tutor! He has saved my life with options!

Bill knows his information! He has truly helped me understand options! Thankful for his dump sheet ideas for options!

Dylan, 9 lessons with William

Great Tutor! He has saved my life with options!

Bill is an awesome tutor and truly knows how to explain options in a simple way to where you don’t overthink options. I wish I would have hired Bill for my first go round on the Series 7. Book him if you are struggling with options!

Dylan, 9 lessons with William

Awesome content

His methods for each topic is explicated very well in a nice layout. Helpful and reasonable, best tutor I’ve received yet

Angel, 2 lessons with William

Great tutor

Bill is very effective, patient and helped me tremendously. He simplified a difficult concept and made it much easier to understand. I highly recommend him to anyone struggling with Series 7 concepts, especially options.

Thomas, 1 lesson with William

Awesome content

His methods for each topic is explicated very well in a nice layout. Helpful and reasonable, best tutor I’ve received yet

Angel, 2 lessons with William

Knowledgeable and Supportive

William helped one of my advisors pass the series 7 after two failed attempts. He immediately identified the problem areas and helped the advisor enough to get him to pass. Four hours of tutoring sessions did the trick. Thanks William!

Scott, 2 lessons with William

Knowledgeable, patient, informative

Was able to help understand hedges, and options, stocks and bonds. One session with Bill I was able to feel confident with material. He is very systematic and helpful with all learning styles. I passed the SIE today after one session with him! Would definitely recommend. Thank you Bill!

Charlie, 2 lessons with William

Options

Bill teaches options in a way that’s very easy to understand by breaking down concepts into small chunks. I worked with him for the SIE exam, now using his help for series 7.

Lauren, 4 lessons with William

Best tutor to learn series 7

I have two sessions with Bill to learn what I wasn’t getting from the material I had for the series 7. Bill helped me understand options, margin and overall the series 7. He is literally the best in the game. I couldn’t have passed the Series 7 without him!

Anonymous, 2 lessons with William
Hourly Rate: $89
Response time: 31 minutes
Contact William