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Tutor in Finance: SIE, Series # 7, 65, 63 ,and 66 / Anxiety Control
Mark C.

807 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $79

Response time: 32 minutes

Mark C.'s Photo

Tutor in Finance: SIE, Series # 7, 65, 63 ,and 66 / Anxiety Control
Tutor in Finance: SIE, Series # 7, 65, 63 ,and 66 / Anxiety Control
Mark C.

807 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

807 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Mark


Bio

Qualification for Coaching Students:
With ADD, ADHD, Test Taking Anxiety and Multiple Attempts in Test Examinations:
Series 7,6,65,63,66 and SIE

Qualifications For Series 65
Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms.

Bio
My tutoring approach is tailored to the individual needs of my students.
I have found throughout my tutoring experience to always address two very important areas:
Test taking anxiety. In most cases, a passing...

Qualification for Coaching Students:
With ADD, ADHD, Test Taking Anxiety and Multiple Attempts in Test Examinations:
Series 7,6,65,63,66 and SIE

Qualifications For Series 65
Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms.

Bio
My tutoring approach is tailored to the individual needs of my students.
I have found throughout my tutoring experience to always address two very important areas:
Test taking anxiety. In most cases, a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. I also like to address test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast. I have seen many times that students will mark for review, too many questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content.

The winning mindset needs to be in prioritizing the areas that are heavily tested.

A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions.

After having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed scores, ADD, dyslexia, adult students, and students in where English is their second language.

Now, that I am semi-retired it gives me great joy to empower the next generation of financial advisors.

I'm happy to answer your questions before you make your commitment.


Education

University of Houston
Business Administration

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Subjects

Business

Series 6,

Series 6

Qualifications For Series 6 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series 6 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 6 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed scores
Series 63,

Series 63

Qualifications For Series 63 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series 63 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 63 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed score
Series 65,

Series 65

Qualifications For Series 65 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series 65 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 65 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed sco
Series 66,

Series 66

Qualifications For Series 66 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 66, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series 66 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 66 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed
Series 7

Series 7

Qualifications For Series # 7 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57. Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series # 7 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 7 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed s

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Series 6,

Series 6

Qualifications For Series 6 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series 6 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 6 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed scores
Series 63,

Series 63

Qualifications For Series 63 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series 63 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 63 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed score
Series 65,

Series 65

Qualifications For Series 65 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series 65 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 65 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed sco
Series 66,

Series 66

Qualifications For Series 66 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 66, 65 and 57 Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series 66 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 66 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed
Series 7

Series 7

Qualifications For Series # 7 Over 20 years’ experience as a Financial Advisor at Morgan Stanley and AIG Passed at first attempt: Series 7, 63, 65 and 57. Successful tutor for students at: Morgan Stanley, Merry Lynch, and many other Investment Adviser Firms. Bio For Series # 7 My tutoring approach is tailored to the individual needs of my students. I have found throughout my tutoring experience to always address two very important areas: Test taking anxiety – in most cases – a passing score represents a new promotion, new business, or a new career. Sometimes, anxiety can originate from extrapolating a negative outcome. Test taking skills. Sometimes the difference from a passing score can be just a few questions in which the student reads the question too fast or went about the wrong way with their process of elimination. I have seen many times that students will mark for review too many or too few questions. Also, it is extremely important to keep up with the time allotted per question. A critical area with test taking skills is to set priority in passing the test and not to get overwhelmed with mastering the entire content. It is vital to understand that all professional testing is designed to complicate the framing of the questions to eliminate a grand portion of the test takers at their first attempt. For the most part in tests like the Series 7 or most professional testing, the average test score is purposely designed to be in the 55% to 75% range. The winning mindset needs to be on passing the actual test. A systematic study approach is critical. The student needs to be able to measure their level of understanding and to be able to quantify their progress. Practice makes perfect and I encourage the use of several computer learning programs that are equipped with flash cards, videos, and practice questions. By now, after having helped hundreds of students; I have developed an affinity for students that are not comfortable with professional testing. Especially dealing with anxiety, multiple failed s

Examples of Expertise


Mark has provided examples of their subject expertise by answering 2 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


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4.9 (224 ratings)
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(216)
4 star
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Reviews

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Great first session

Mark is wonderful at making me feel confident in my abilities. He does a nice job of breaking the test down from macro to micro. Very nice and smart!

Matthew, 13 lessons with Mark

Knowledgeable and experienced tutor who goes the extra mile

I am an experiential learning needing to pass the SIE and next, the Series 7. Having a tutor, and Mark in particular, changed the game for me. I was really struggling. He knows the industry information, provides great insights about "how to test", and recommends tools and resources to reinforce concepts. He is a really nice guy who truly wants to see you succeed.

Ruth, 11 lessons with Mark

Series 63 Crash Course

Mark was more focused on showing me how to find my answer rather than just telling me the answer and I really appreciate this! Other tutors I have worked with focus more on answering individual questions rather than helping with the bigger ideas. He also helped me a lot with test taking tips and gave me a bunch of great study materials.

David, 1 lesson with Mark

Knowledgeable and supportive SIE tutor

Mark taught me some very helpful test taking tips and anxiety control for the SIE exam. He is very good at understanding your specific situation and struggles to then make sure you are comfortable and confident before the test.

Jess, 2 lessons with Mark

General approach

Marc takes his time to go over everything in depth in a very general way and has a set schedule that will help any person review topics of the exam. I did not continue after the first session despite how he takes time to explain because it felt like a general approach and not focused on what I was lacking to pass the SIE

Kevin, 1 lesson with Mark

Mark helped me structure 7 weeks of study

After failing my Series 65, I was referred to Mark! Mark helped me structure 7 weeks of study and we completed 4 lessons together over that 7 weeks. A week before my test, Mark told me that when I take the test, the test questions will seem easy. I didn't believe him because I was so intimidated due to failing it the first time. But, in our last lesson, he motivated me and gave me confidence to walk into the test center with swagger and confidence. So I did exactly that and it proved he was right. The test questions seemed easy and when they felt more difficult, I applied techniques he taught me. At the end of the test, I knew I passed before I submitted it. Up until working with Mark, I didn't feel I was a good test taker but now I feel differently. Thanks Mark, your motivation and readiness preparation changed my life!

Brady, 4 lessons with Mark

Tips and tricks

Mark taught me how to use the Kaplan q bank effectively and how to see where I needed to improve so I could sure up my weak areas that I needed to study. He is really great!

Ryan, 5 lessons with Mark

Confidence Booster

Mark gave me an encouraging pep talk the night before the exam. He helped me plan out the day ahead. He is very calm and reassuring and made me feel confident about the test.

David , 5 lessons with Mark

I PASSED!!!! SIE @ 1st ATTEMPT

Mark was awesome! He is an expert in testing strategies & SIE. When I requested help from Mark, I had no experience in finance and never worked in the industry. He was very understanding & compassionate to my situation. He has experience in helping beginners. He knew exactly how to help me & formulated a plan. I didnt know I had testing anxiety. He showed me different techniques to overcome my anxiety. Testing day comes, I’m confident, educated, & prepared. I PASS!! I’m certain the help Mark provided gave me the edge I needed to pass. If you can relate to me in any way I strongly encourage & recommend you seek help from Mark.

Jeanette, 5 lessons with Mark
Hourly Rate: $79
Response time: 32 minutes
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