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 started studying for the Series 7 in August of ’25 using Kaplan. Five months, two failed attempts, and nearly $1,000 in exam fees later, I realized the way I was studying just wasn’t working. I googled “Series 7 tutor” and came ... - Hayden, 5 lessons with Jason

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

I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently, I manage a team of CFP professionals at a large financial services firm. Previously, I managed several sales...
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently, I manage a team of CFP professionals at a large financial services firm. Previously, I managed several sales...
I can't thank Garth enough, as my job depended on passing the S7. I did not pass the S7 on my first attempt, but was able to succeed the second time, with the help of Garth. Specifically, he helped me to understand Options/Opti... - Adrian, 3 lessons with Garth

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...
Extremely patient and methodical approach to finance. I hired George to help me with my principles of Modern Finance class after nearly failing my midterm. He explained all the concepts step by step, always came prepared with prac... - Esther, 22 lessons with George

Hello, I'm Matthew. I provide highly personalized, one-on-one instruction and advisory services tailored to ambitious students, professionals, executives, entrepreneurs, and families seeking exceptional results. My areas of expertise include:...
Hello, I'm Matthew. I provide highly personalized, one-on-one instruction and advisory services tailored to ambitious students, professionals, executives, entrepreneurs, and families seeking exceptional results. My areas of expertise include:...
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 various FINRA exams, and worked with young professionals to develop their wealth mgmt career - and I'm very affordable! I also tutor for the Life & Health Insurance exam. I have full access to Achievable for...
I have helped many students pass the various FINRA exams, and worked with young professionals to develop their wealth mgmt career - and I'm very affordable! I also tutor for the Life & Health Insurance exam. I have full access to Achievable for...
Ken is an amazing tutor and his lessons helped me pass my Series 7, Series 65, and Series 63. With his extensive experience in the industry, he brings valuable insight and delivers high-level explanations for complex test topics. ... - Sifa, 17 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, How To Simplify FINRA Exam Prep, and How With A Little Guidance Options Aren't So Difficult Afterall. I've tutored professionals on FINRA exams for over 600 hours during the last 4 years including...
Learn Why You Are Not Making Money Trading, How To Simplify FINRA Exam Prep, and How With A Little Guidance Options Aren't So Difficult Afterall. I've tutored professionals on FINRA exams for over 600 hours during the last 4 years 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...
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...

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

Top 1% Wyzant tutor with 5-star ratings, helping 700+ students succeed across 3,300+ hours. I hold advanced degrees from the University of Michigan (MS & MBA) and an engineering foundation from IIT—one of the world’s most selective and...
Top 1% Wyzant tutor with 5-star ratings, helping 700+ students succeed across 3,300+ hours. I hold advanced degrees from the University of Michigan (MS & MBA) and an engineering foundation from IIT—one of the world’s most selective 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

I have been teaching English professionally for the past ten years. I believe that students learn best when they are engaged in something they truly love, so my focus is on finding each student's passions and interests and using those to customize...
I have been teaching English professionally for the past ten years. I believe that students learn best when they are engaged in something they truly love, so my focus is on finding each student's passions and interests and using those to customize...

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...

Hello and welcome! My name is Alan, and I am a licensed finance professional currently working in the industry. I hold the SIE, Series 7, and Series 63 licenses, and I specialize in helping candidates prepare for these exams with a focused and...
Hello and welcome! My name is Alan, and I am a licensed finance professional currently working in the industry. I hold the SIE, Series 7, and Series 63 licenses, and I specialize in helping candidates prepare for these exams with a focused and...

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...

I came to tutoring through a winding path that turned out to be a real strength. I hold a Bachelor of Science in Finance, summa cum laude, and I've completed the CFP Board-registered coursework toward the Certified Financial Planner designation....
I came to tutoring through a winding path that turned out to be a real strength. I hold a Bachelor of Science in Finance, summa cum laude, and I've completed the CFP Board-registered coursework toward the Certified Financial Planner designation....
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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.
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