Response time: 32 minutes
Featured Review:
I Passed !!!! Thank You Mark !
Joshua, 9 lessons with MarkThis was my " Third Attempt” and I was almost ready to give up. I had studied 3 times more than was required to pass the series 65 and I still had 2 previous failed attempts. At this point, I felt that I was very good at recognizing the answers but not good at understanding the concept behind the question. I was well aware that if I wanted to pass the test; I needed help. Mark provided me with plenty of encouragement and showed me a proven method to study for this test. He had me...
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...
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Mark has provided examples of their subject expertise by answering 2 questions submitted by students on Wyzant’s Ask an Expert.
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