Top SIE Tutors serving Cupertino

Nicholas: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
Through almost a decade as a financial planner, I enjoy helping others enter the field and continue to develop their expertise. I tutor the Series 6, 63, 65 and 7 exams and the CFP Board exam.
Education & Certification
Susquehanna University - Bachelor of Science, Finance

Mark: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...# 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH...
Education & Certification
University of Houston-Downtown - Associate in Science, Business Administration and Management

Heberto: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...in Public Policy with a focus on international and global affairs. Since graduation, I have worked in investment banking and management consulting, though I also have worked on government relations. While I tutor a broad range of subjects, I am most passionate about History, English Literature, and Math (namely algebra and pre-calc). In my experience helping students prepare for Standardized Tests, I like to focus on the writing and math assessments, as those tend to...
Education & Certification
University of Colorado Boulder - Bachelor of Science, Economics
Harvard University - Master of Science, Public Policy Analysis

Brian: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...graduate of Portland State University. I received a Bachelor of Science with honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few years out of college. I became a US Marine. Over the next 15 years combined, I worked for two top...
Education & Certification
Portland State University - Bachelor of Science, Finance

Andrea: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...Corporate Finance & Investments from Washington University in St. Louis and a Bachelor's Degree from the University of Central Missouri, and have developed a deep understanding of the principles of finance, accounting, economics, investment products, and business topics through 8 years of experience working in corporate finance. In addition to my professional experience, I have a proven track record of tutoring peers, colleagues, and students in finance-related subjects over the course of 4 years and...
Education & Certification
Washington University in St Louis - Master of Science, Finance

Bryan: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...10 years, and have specialized in Adult Learning and Development within the industry since 2018. While I tutor a variety of subjects, I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe...
Education & Certification
University of Utah - Bachelor in Arts, Finance

William: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...specialize in helping students with options and margin. I get my most enjoyment from assisting students progress through their career by helping to add different licenses. I have experience with a variety of different educational products including, Kaplan, ExamFX, Training Consultants, STC and Achievable. I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have multiple industry designations (CAS, CMFC, AAMS, CRPC and ARPC). My tutoring approach is tailored to each student's...
Education & Certification
Malone University - Bachelor in Arts, Accounting and Business Management

DeSean: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...because I was a student once. During undergraduate, I tutored students in Statistics and College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the alto. saxophone.
Education & Certification
Kutztown University of Pennsylvania - Bachelor of Science, Finance
Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General

Jennifer: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...for more than 8 years. Before that, I tutored chemistry and algebra to my peers in undergrad as well as high school students who were preparing for SAT. Most recently, I obtained the SIE, series 7, and series 66 licenses. While I am capable of tutoring a broad range of subjects, I am more interested in helping students/clients prepare for certification exams such as the SIE, Series 7, 63, 65, 66, pharmacy technician certification exam...
Education & Certification
Fort Valley State University - Bachelor of Science, Biology, General

Victoria: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an...
Education & Certification
University of South Alabama - Bachelor of Science, Biology, General
Florida Atlantic University - Masters in Business Administration, Business Administration and Management
ACT Reading: 32

Joseph: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome all students to study together...
Education & Certification
Yeshiva University - Bachelor of Science, Economics
Western Governors University - Masters in Business Administration, Business Administration and Management

Scot: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license or...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Marketing

Richard: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side.
Education & Certification
Purdue University - Bachelor in Arts, Education
Indiana University - Master of Science, Public Finance

Edward: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music and am an active member of...
Education & Certification
Western New England University - Bachelor of Science, Finance

Braden: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...minor in economics from the University of Oklahoma living in Overland Park, Kansas. I have a passion for teaching college, high school, and middle schoolers math from Algebra to College Calculus, chemistry, and physics. In high school I took a variety of AP Tests: AP Chemistry-5, AP Physics 1-4, AP Calculus AB-5 AP US History-4, AP English Composition-4. I hope we are a great fit, and I can't wait for the opportunity to help you!
Education & Certification
University of Oklahoma Norman Campus - Chemical Engineer, Chemical Engineering

Karen: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes...
Education & Certification
Ashwood University - Masters in Business Administration, Business Administration and Management

James: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...banker with JPMorgan Chase. I was a college baseball player at the University of Mount Union where I majored in Sport Business and Business management. Since then I have completed my MBA with Walden University in 2018 and will be completing my Masters of Science in Leadership and Management with Purdue Global in 2022. I have a passion for coaching and sharing my experiences in hopes of allowing other to realize their own goals.
Education & Certification
University of Mount Union - Bachelor in Arts, Business Administration and Management
Walden University - Masters in Business Administration, Business Administration and Management

Dennis: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really for yourself and those...
Education & Certification
Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
SAT Math: 800
SAT Verbal: 730

Myles: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
...and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught...
Education & Certification
Lamar University - Bachelor in Arts, Communication, General

Hunter: Cupertino SIE tutor
Certified SIE Tutor in Cupertino, CA
I am here to help you become as successful as possible.
Education & Certification
Tulane University of Louisiana - Bachelor of Economics, Finance
ACT Composite: 32
ACT English: 35
ACT Math: 35
Private SIE Tutoring in Cupertino, CA
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