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Karen S.'s Photo Karen S.'s Photo

Experienced Teacher Specializing in, SIE, Series exams
Karen S.

5.0 (518 ratings)

1,355 hours tutoring

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Hourly Rate: $61
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Response time: 2 hours

About Karen

Bio

Hello, I've been coaching and teaching for over 20 years. I coached 7th-grade volleyball through adult volleyball, as well as, organized and structured volleyball teams and tournaments. Most recently, I've been coaching adults to become entrepreneurs. As well as teaching and coaching students to pass the SIE, 6,7, and s63. I have a high success rate of 89% of my students who I work with all through the material of passing on their first attempt.
Besides holding the series, I also have 3...

Hello, I've been coaching and teaching for over 20 years. I coached 7th-grade volleyball through adult volleyball, as well as, organized and structured volleyball teams and tournaments. Most recently, I've been coaching adults to become entrepreneurs. As well as teaching and coaching students to pass the SIE, 6,7, and s63. I have a high success rate of 89% of my students who I work with all through the material of passing on their first attempt.
Besides holding the series, I also have 3 designations, LUTCF, CLU, and ChFC.

I'm a graduate of Ashwood University with a Master's degree in Business Administration. My achievements were a Distinction in Business Communication and Organizational Behavior. In addition, I receive an Award of Excellence for Business Management. I had an average GPA of 3.78.

I believe that each student learns differently. I like to get to know my students. I help students create study habits and tricks for taking an exam. I look forward to hearing from you and helping you achieve your goals. Learning can be fun and very rewarding. It doesn't have to be difficult. Together, we'll find what works best for you.

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Education

Ashwood University
Business Admin
Ashwood University
Masters
  • Licensed teacher

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Approved Subjects

Finance

Finance

I have 30 years in the Financial world training and developing in series licenses. Currently hold Series 6, 7, 63, and 24. Have coached students through SIE, series 7, 6, 63, and 24 for a year and a half. The qualification tests for several occupations in the financial services industry, formerly known as the Series exams, have been streamlined into one initial exam called the Securities Industry Essentials Exam—or the SIE Exam. Passing this exam qualifies you to pursue a career in the financial services industry.
Series 6

Series 6

Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit orders for any type of security in a particular state. Series 26 exam -provides the knowledge and competency of investment companies and variable contracts product principles to ensure they can do their jobs. Series 24 - entitles the holder to supervise and manage branch activities at a broker-dealer. Series 7 - Allows the holder to sell any type of security besides commodities and futures.
Series 63

Series 63

Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit orders for any type of security in a particular state. Series 26 exam -provides the knowledge and competency of investment companies and variable contracts product principles to ensure they can do their jobs. Series 24 - entitles the holder to supervise and manage branch activities at a broker-dealer. Series 7 - Allows the holder to sell any type of security besides commodities and futures.
Series 65

Series 65

Series SIE, 6, 63, 26, 24, 7 I currently teach all series licenses on another tutoring platform. I've been teaching them for about 18 months. I'm employed with Broker Dealer where I am the Director of Development. I'm also registered as an IAR. In addition, I have my MBA, LUTCF, CLU, and ChFC. The Series 65 exam — the NASAA Investment Advisers Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA.
Series 66

Series 66

I currently teach the SIE, Series 6, 7, 24, 26, 63, 65, and 66 exams on another tutoring platform, and I have over three years of experience helping students succeed. I work as the Director of Development at a broker-dealer and am also a registered Investment Adviser Representative (IAR). In addition to my industry roles, I hold an MBA and professional designations, including LUTCF, CLU, and ChFC. My ChFC designation qualifies as a substitute for the Series 65 or 66 exam.
SIE Exam (Securities)

SIE Exam (Securities)

I have over 3 years of experience helping students successfully prepare for the SIE (Securities Industry Essentials) exam. My approach focuses on breaking down complex financial concepts into clear, understandable lessons tailored to each student's learning style. I’ve guided dozens of students through structured study plans, and those who follow my full program consistently achieve an 85% pass rate on their first attempt. With a deep understanding of exam content and test-taking strategies, I provide the tools and support needed to build confidence and pass with success.
Karen S.'s Photo

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Response time: 2 hours

Ratings and Reviews

Rating

5.0 (518 ratings)
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Reviews

Pleasant and very informative!

Karen S. was a pleasure to work with. She made me feel very comfortable and took her time when explaining how the calculation would work. She has a great personality, and very easy to talk to. I highly recommend her if you are in need of a tutor. Money well spent! A+++++++++

April, 1 lesson with Karen
Tutor responded:

Thank you so much..:)

Extremely Helpful!

Helped me understand concepts that were confusing through practical examples and doing practice exams. Offered easy methods and techniques to remember formulas and charts for my SIE exam. Thank you!

Ava, 2 lessons with Karen

Great teacher

Great instructor, easy to go through different concepts with and helped me pass my series 6 exam. Thank you for all your help.

Abdullahi, 5 lessons with Karen

Kind, Knowledgeable, and Patient

I came to Karen after failing the Series 65 by 1 question. She and I met once a week until my retake. She was calm, supportive, and helpful. Today I passed the Series 65, and Karen is a huge reason why. She's amazing!

CATHERINE, 12 lessons with Karen

SIE- Options review

I appreciated Karen’s approach to the topic of Options. I had been struggling and she helped how I could organize the questions without overthinking them.

Moonhee, 1 lesson with Karen

Series 99 exam

I had the pleasure of working with Karen to successfully pass both my SIE and Series 99 exams. Karen's extensive knowledge and personable nature made the subject material much more relatable and easier to understand. Having taken these exams before, I can confidently say that it was Karen's guidance that helped me achieve passing scores this time. I highly recommend Karen to anyone preparing for these exams. Karen you the best! Thank you

Damion, 180 lessons with Karen

Great teacher, helping a lot

Great lesson with Karen! Really appreciate her help. She’s flexible in explaining things differently when I’m not understanding. I have scheduled more lessons with her.

Jennifer, 11 lessons with Karen

Great teacher, helping a lot

Great lesson with Karen! Really appreciate her help. She’s flexible in explaining things differently when I’m not understanding. I have scheduled more lessons with her.

Jennifer, 11 lessons with Karen

Amazing Tutor, Highly Recommend

I came in to my sessions with Karen with a gameplan and a ton of questions, because I wanted to utilize my time with her. We tested on subjects I was weak on and answered every one of my questions in ways I could really understand. I am happy to say I passed my Series 65 yesterday and I can give huge thanks to her.

Zane, 11 lessons with Karen

SIE

Karen is great very knowledgeable on SIE material, knows how to explain well. Hopefully one day l get to Master SIE like Karen. Karen is very patience, professional, and always on time.

Lorie, 2 lessons with Karen
Hourly Rate: $61
Response time: 2 hours
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