Featured Review:
Pleasant and very informative!
April, 1 lesson with KarenKaren 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+++++++++
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...
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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 KarenTutor responded:Thank you so much..:)
First session was great!
We’ve only completed one session together so far but I’m eager to continue our sessions. She quickly identified my areas for improvement and we have a plan going forward!
Ali, 2 lessons with Karen
Simple the best!
I’ve had the pleasure of working with Karen for over two years while completing the SIE, Series 7, and Series 66 exams. Coming from a non-finance background and not being a great test taker, I knew I would need the right guidance, structure, and accountability, and Karen exceeded every expectation. With her support, I passed all three exams and am now fully registered. Karen brings an extraordinary depth of knowledge across the series exams. What truly sets her apart, though, is her ability to translate complex financial concepts, regulations, and formulas into clear, digestible explanations that actually stick. A lot of colleagues have preached memorization for the short study period, but Karen helps you learn and understand the concepts. Not only for the exams, but for the career ahead. Her patience, adaptability, and commitment to her students are second to none. No matter how many times I needed something reexplained, she approached it with encouragement and clarity. She quickly identified my weaknesses and tailored our sessions to strengthen them. She understands that every student learns differently, and she adjusts her approach accordingly. Beyond content mastery, Karen is exceptional at teaching exam strategy. She helped me develop the confidence and mental framework needed to navigate tricky questions, manage time effectively, and avoid common traps. She reinforced that there isn’t one “right” way to study, and she helped me find that approach. That perspective alone was a game-changer. The 7 can be especially daunting. While taking practice exams, she had me chunk the exams by sets of 25, making me take a break or simply taking a few seconds to take deep breaths before I continued. It made a long exam feel way more manageable. Throughout this journey, she was not just a tutor but a mentor and a steady source of motivation. She held me accountable when I needed it, encouraged me when I doubted myself, and celebrated every milestone along the way. The road to becoming fully registered is challenging, and Karen made it not only manageable but empowering. I can say without any hesitation that she is one of the most knowledgeable, dedicated, and impactful educators I have ever worked with. If you are serious about passing your exams and truly understanding the material, Karen is the person you want in your corner. I cannot recommend her enough.
Isaac, 175 lessons with Karen
Great Tutor for Series 66
Karen was the reason I passed the Series 66! To say I was stressed about taking the exam is an understatement. Karen was patient and reassuring. She gave me great study tips and helped me understanding that going slow and reading each question completely and twice was important. Her knowledge of the material was excellent. If you are taking the Series 65 or Series 66 i cannot recommend Karen enough!
Bret, 2 lessons with Karen
Industry Knowledge . Very Patient !
Fantastic 1st Session ! Very patient and able to tell you the why and how . Relatable memory advice as well .
Brenda , 2 lessons with Karen
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
