Patrice F.
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Hi there! I’m Jason, and I bring over 14 years of experience in the fast-paced financial industry along with a true passion for teaching. I graduated with a degree in Business from New York University’s Tandon School of Engineering and have...
Hi there! I’m Jason, and I bring over 14 years of experience in the fast-paced financial industry along with a true passion for teaching. I graduated with a degree in Business from New York University’s Tandon School of Engineering and have...
I recently passed my Series 7 and I am happy to give a lot of the credit to Jason. Let me start off by saying he is worth every single penny. I previously used other tutors through Wyzant and a lot of them have preset presentation... - Sean, 3 lessons with Jason

Firstly, my background begins with a Bachelor of Arts in Economics from SUNY Purchase. I am currently a registered representative with securities licenses for the SIE, Series 6, Series 63 and most recently the Series 26. I have been tutoring...
Firstly, my background begins with a Bachelor of Arts in Economics from SUNY Purchase. I am currently a registered representative with securities licenses for the SIE, Series 6, Series 63 and most recently the Series 26. I have been tutoring...

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...
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...
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 ... - April

I teach people license exams and trading. Focusing mainly on charts and technical analysis trading. I previous wrote exam questions for Wiley's efficient Learning. I am obsessed with teaching students exam techniques, exam tricks and how to...
I teach people license exams and trading. Focusing mainly on charts and technical analysis trading. I previous wrote exam questions for Wiley's efficient Learning. I am obsessed with teaching students exam techniques, exam tricks and how to...
Sebastian was nothing short of a game changer for me. He was the 4th Tutor I have used over my testing journey and the others did not even compare. Sebastian breaks down test taking techniques to make them simple, helps you unders... - Sean, 8 lessons with Sebastian

I have spent more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson and instructor for securities licensing exams. For these positions, I have passed the Series 3. 7, 55, 63, 86 and 87 exams...
I have spent more than 30 years in the financial services industry as a research analyst, trader, institutional salesperson and instructor for securities licensing exams. For these positions, I have passed the Series 3. 7, 55, 63, 86 and 87 exams...
Mark was an absolutely amazing tutor and I can't say enough great things, he helped me these last few months prepare and pass the Series 7, 63 and 65 exams!! I can honestly say that the amount I was able to learn and grasp through... - Alexandra, 32 lessons with Mark

I specialize in preparing clients for specific professional qualifying assessments administered by regulatory bodies like the Financial Industry Regulatory Authority (FINRA) and the North American Securities Administrators Association (NASAA). My...
I specialize in preparing clients for specific professional qualifying assessments administered by regulatory bodies like the Financial Industry Regulatory Authority (FINRA) and the North American Securities Administrators Association (NASAA). My...
Carlyle's tutoring and preparation for the FINRA Series 24 exam are truly exceptional. I cannot praise his program enough for the invaluable assistance it provided me in achieving success in this challenging exam. What makes Ca... - George, 100 lessons with Carlyle

Hello, my name is Rob and I learned a long time ago that if what you are studying seems complicated and overwhelming, there will always be ways to make it more interesting, more relevant and prepare you better for test and exams you need to take...
Hello, my name is Rob and I learned a long time ago that if what you are studying seems complicated and overwhelming, there will always be ways to make it more interesting, more relevant and prepare you better for test and exams you need to take...
I highly recommend Rob to anyone preparing for the Series 3 exam. He has an exceptional ability to organize the extensive material and clearly illustrate how the various subjects are interconnected. Rob helped me balance the conc... - Lesley, 28 lessons with Rob

I am an expert tutor specializing in GMAT, SIE, Series 7, 57, and 63 exam preparation as well as Macroeconomics / Statistics / Python / C# programming who is passionate about helping individuals achieve their goals and strengthen comprehension in...
I am an expert tutor specializing in GMAT, SIE, Series 7, 57, and 63 exam preparation as well as Macroeconomics / Statistics / Python / C# programming who is passionate about helping individuals achieve their goals and strengthen comprehension in...
John is extremely knowledgeable and patient. He knows the material very well and helps you get the concepts down. I will definitely schedule additional sessions. - Michael, 2 lessons with John

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...
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...
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 y... - Anna, 5 lessons with William

Whether you need help with the SIE Exam (Securities) or are looking for long-term guide other FINRA and NASAA exams or the CFP® exam, I can help streamline your studies. With a Master's degree in Personal Financial Planning, broad...
Whether you need help with the SIE Exam (Securities) or are looking for long-term guide other FINRA and NASAA exams or the CFP® exam, I can help streamline your studies. With a Master's degree in Personal Financial Planning, broad...
Ok so I won't go into my whole history with studying for and ultimately passing the CFP exam, but essentially, I took it the first time and did not pass, and then I decided to hire Cindy to study with my second time around, and I ... - Peter, 21 lessons with Cindy

Hi, I am George! I have worked with college students and working adults since 2017 to help them improve their GMAT and SIE scores and get one step closer to that dream school. Later, I was honored by my Harvard Business School professors...
Hi, I am George! I have worked with college students and working adults since 2017 to help them improve their GMAT and SIE scores and get one step closer to that dream school. Later, I was honored by my Harvard Business School professors...

Hello! I'm Matthew, and I can provide an ideal solution for you through fully customized sessions for any/all of the following: General Subjects (Algebra, English, History, Science, etc.) Advanced STEM (Calculus, Physics, Organic Chemistry,...
Hello! I'm Matthew, and I can provide an ideal solution for you through fully customized sessions for any/all of the following: General Subjects (Algebra, English, History, Science, etc.) Advanced STEM (Calculus, Physics, Organic Chemistry,...
Matthew is amazing. He is personable, knowledgeable and able to break down complicated matters to make them easier to understand. - Nancy, 14 lessons with Matthew

I have helped many students pass the FINRA exams, and young professionals develop their wealth mgmt career - and I'm very affordable! I enjoy seeing young professionals achieve their goals in working in financial services. I live in Connecticut...
I have helped many students pass the FINRA exams, and young professionals develop their wealth mgmt career - and I'm very affordable! I enjoy seeing young professionals achieve their goals in working in financial services. I live in Connecticut...
This was my second tutoring session with Kenn, and he’s been super helpful. Both times we started by checking in on where I’m at in the unit, and we figured out during our first meeting that the best way for me to learn is to go t... - Brooke, 3 lessons with Ken

I have tutored dozens of students in SAT math, ACT math, Economics and high school math with excellent results. Additionally, I have also helped candidates working on their GMAT, MBA in Finance, Series 7, and Series 66 exams. One on One tutoring...
I have tutored dozens of students in SAT math, ACT math, Economics and high school math with excellent results. Additionally, I have also helped candidates working on their GMAT, MBA in Finance, Series 7, and Series 66 exams. One on One tutoring...
Jamie was a catalyst for my passing Series 7. His approach is non-nonsense, methodological, and effective. After failing my first attempt, I came to look for someone who could help me understand concepts like options, but Jamie ... - Shoko, 20 lessons with Jamie

Learn Why You Are Not Making Money Trading And Why Your Financial Advisor Is Likely Only A Financial Salesperson. I've tutored professionals on FINRA exams for over 600 hours during the last 4 years including professionals from Goldman Sachs,...
Learn Why You Are Not Making Money Trading And Why Your Financial Advisor Is Likely Only A Financial Salesperson. I've tutored professionals on FINRA exams for over 600 hours during the last 4 years including professionals from Goldman Sachs,...

Hello! I'm Spencer — a CPA, CFA Charterholder, and former investment banker with over 15 years of experience in finance, accounting, and strategic advisory. I hold a Bachelor’s in Accounting, an MBA in Finance, and certifications including...
Hello! I'm Spencer — a CPA, CFA Charterholder, and former investment banker with over 15 years of experience in finance, accounting, and strategic advisory. I hold a Bachelor’s in Accounting, an MBA in Finance, and certifications including...

I have 15 years of experience coaching and tutoring in mathematics, covering SAT/ACT preparation, AP Calculus, and high school & middle school maths. Whether it's Calculus, Precalculus, Algebra, Pre-Algebra, Geometry, or Trigonometry, my strong...
I have 15 years of experience coaching and tutoring in mathematics, covering SAT/ACT preparation, AP Calculus, and high school & middle school maths. Whether it's Calculus, Precalculus, Algebra, Pre-Algebra, Geometry, or Trigonometry, my strong...
I was really struggling in SAT Math, I was below average and was struggling to break the 500s. I was tutored by Charles Chiaho C. for six weeks and was able to improve my score to a 640, a total of 90 points in math only! He helpe... - Ariana, 9 lessons with Charles Chiaho

Hi, I’m Kristen! I aim to help students reach their goals. I tutor all ages and grade levels! I tutor a variety of subjects, including English, writing, business, finance, proofreading, test prep, and more. I graduated cum laude with a Bachelor...
Hi, I’m Kristen! I aim to help students reach their goals. I tutor all ages and grade levels! I tutor a variety of subjects, including English, writing, business, finance, proofreading, test prep, and more. I graduated cum laude with a Bachelor...
Kristen is very patient with me and anything I ask about in this test she always locates quickly. She also sends me the links so I can study as well. I would recommend her to anyone that needs help studying for the Praxis teaching... - April, 6 lessons with Kristen

Hi, I’m Vikas — ranked among the top 1% of all Wyzant tutors with an Ivy-equivalent academic background. I’ve helped over 700 students excel across 3,200+ hours through personalized, high-impact coaching in math, science, engineering and...
Hi, I’m Vikas — ranked among the top 1% of all Wyzant tutors with an Ivy-equivalent academic background. I’ve helped over 700 students excel across 3,200+ hours through personalized, high-impact coaching in math, science, engineering and...
I reached out to Vikas about tutoring me because I was impressed by his personalized message. His message was clear; he was motivated to help me succeed. He has an impressive background and a passion for helping others achieve the... - Amber, 10 lessons with Vikas

Hi and thanks for visiting my profile! My name is Seth I am super passionate about helping professionals pass the SIE/Series 7, as well as helping college and MBA students get an "A" in accounting classes. I also have experience helping middle...
Hi and thanks for visiting my profile! My name is Seth I am super passionate about helping professionals pass the SIE/Series 7, as well as helping college and MBA students get an "A" in accounting classes. I also have experience helping middle...
After failing my Series 7 a couple of times, Seth prepared me like no other and I was able to finally get over the hump and pass! He is extremely knowledgeable in the whole test from Muni bonds to Margin to Options and Equities. O... - Scott, 9 lessons with Seth

Hello, my name is Kyle! I graduated summa cum laude with a double major in Economics and Accounting in 2015. Since then I have been a learner in a variety of settings including a public accounting firm, Economics PhD program, and regenerative...
Hello, my name is Kyle! I graduated summa cum laude with a double major in Economics and Accounting in 2015. Since then I have been a learner in a variety of settings including a public accounting firm, Economics PhD program, and regenerative...
The simplicity and ease at which Kyle explains complex matters to laymen like me is nothing short of extraordinary. Kyle is nice, patient, dedicated and empathetic. He is one of the few tutors who is more enthusiastic about teachi... - Yazeed

Hi there, I’m Grant! I graduated Cum Laude from High Point University with a double major in Finance and Marketing, and I’m currently a Rotational Analyst at Bank of New York in Lake Mary, Florida. I bring a blend of academic excellence...
Hi there, I’m Grant! I graduated Cum Laude from High Point University with a double major in Finance and Marketing, and I’m currently a Rotational Analyst at Bank of New York in Lake Mary, Florida. I bring a blend of academic excellence...

Educational Background I earned my degree in Accounting and Finance from Pace University, where I built a strong foundation in financial accounting, corporate finance, and business strategy. Professional Experience While in college, I...
Educational Background I earned my degree in Accounting and Finance from Pace University, where I built a strong foundation in financial accounting, corporate finance, and business strategy. Professional Experience While in college, I...

With over 20 years of experience as a financial advisor and banker, I specialize in translating complex financial concepts into clear, actionable learning for students of all levels. I hold an MBA in Finance from Rollins College and a BA in...
With over 20 years of experience as a financial advisor and banker, I specialize in translating complex financial concepts into clear, actionable learning for students of all levels. I hold an MBA in Finance from Rollins College and a BA in...

I am a finance professional with experience at Goldman Sachs and Fidelity Investments, and I hold the SIE, Series 7, and Series 63 licenses. I earned my bachelor’s degree in Finance from Texas Wesleyan University, and throughout my career I have...
I am a finance professional with experience at Goldman Sachs and Fidelity Investments, and I hold the SIE, Series 7, and Series 63 licenses. I earned my bachelor’s degree in Finance from Texas Wesleyan University, and throughout my career I have...
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On Wyzant, students preparing for the Securities Industry Essentials (SIE) Exam can find personalized tutoring options, including online lessons, local sessions, and expert instructors. These resources help learners review exam content, understand key concepts, and build confidence to pass the exam.
The SIE Exam covers foundational knowledge needed to start a career in securities and investment. It tests knowledge of types of securities, markets, regulations, and economic principles. With tailored lessons and practice exams, learners can prepare effectively and stay motivated throughout their study journey.
Wyzant helps students reach their career goals by connecting them with independent tutors who provide flexible, personalized instruction. Whether studying a few weeks before the exam or looking for ongoing guidance, learners gain access to expert support that makes learning clearer, more manageable, and successful.
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