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Experienced Teacher Specializing in, SIE, Series 6, 7, and 63
Karen S.

624 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $49
Response time: 3 hours
Karen S.'s Photo

Experienced Teacher Specializing in, SIE, Series 6, 7, and 63
Experienced Teacher Specializing in, SIE, Series 6, 7, and 63
Karen S.

624 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

624 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Karen


Bio

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 entrepreneurs. As well as teaching an coaching student to pass the SIE, 6,7, and 63. I have a high success rate of 89% of my students who I work with all through the material of passing on their first attempt.
In addition to hold all of the series, I also...

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 entrepreneurs. As well as teaching an coaching student to pass the SIE, 6,7, and 63. I have a high success rate of 89% of my students who I work with all through the material of passing on their first attempt.
In addition to hold all of the series, I also have 3 designations, LUTCF, CLU, and ChFC.

I'm a graduate of Ashwood Univerity with a Master's degree in Business Administration. My achievements were a Distinction in Business Communication and Organizational Behavior. In addition, I receive an Award of Excellence for Business Management. I carried an average GPA of 3.78.

I believe that each student learns in a different way. I like to get to know my students. I help student to create study habits and tricks to taking an exam. I look forward to hearing from you and helping you achieve your goals. Learning can be fun and very rewarding. It doesn't have to be difficult. Together, we'll find the way that works best for you.


Education

Ashwood University
Business Admin
Ashwood University
Masters

Policies


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Approved Subjects

Business

Finance,

Finance

I have 30 years in the Financial world training and developing in series licenses. Currently hold Series 6, 7, 63, and 24. Have coached students through SIE, series 7, 6, 63, and 24 for a year and a half. The qualification tests for several occupations in the financial services industry, formerly known as the Series exams, have been streamlined into one initial exam called the Securities Industry Essentials Exam—or the SIE Exam. Passing this exam qualifies you to pursue a career in the financial services industry.
Series 6,

Series 6

Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit orders for any type of security in a particular state. Series 26 exam -provides the knowledge and competency of investment companies and variable contracts product principles to ensure they can do their jobs. Series 24 - entitles the holder to supervise and manage branch activities at a broker-dealer. Series 7 - Allows the holder to sell any type of security besides commodities and futures.
Series 63,

Series 63

Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit orders for any type of security in a particular state. Series 26 exam -provides the knowledge and competency of investment companies and variable contracts product principles to ensure they can do their jobs. Series 24 - entitles the holder to supervise and manage branch activities at a broker-dealer. Series 7 - Allows the holder to sell any type of security besides commodities and futures.
Series 65

Series 65

Series SIE, 6, 63, 26, 24, 7 I currently teach all series licenses on another tutoring platform. I've been teaching them for about 18 months. I'm employed with Broker Dealer where I am the Director of Development. I'm also registered as an IAR. In addition, I have my MBA, LUTCF, CLU, and ChFC. The Series 65 exam — the NASAA Investment Advisers Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA.

Corporate Training

Finance,

Finance

I have 30 years in the Financial world training and developing in series licenses. Currently hold Series 6, 7, 63, and 24. Have coached students through SIE, series 7, 6, 63, and 24 for a year and a half. The qualification tests for several occupations in the financial services industry, formerly known as the Series exams, have been streamlined into one initial exam called the Securities Industry Essentials Exam—or the SIE Exam. Passing this exam qualifies you to pursue a career in the financial services industry.
Proofreading

English

Proofreading

Other

Finance

Finance

I have 30 years in the Financial world training and developing in series licenses. Currently hold Series 6, 7, 63, and 24. Have coached students through SIE, series 7, 6, 63, and 24 for a year and a half. The qualification tests for several occupations in the financial services industry, formerly known as the Series exams, have been streamlined into one initial exam called the Securities Industry Essentials Exam—or the SIE Exam. Passing this exam qualifies you to pursue a career in the financial services industry.

Test Preparation

Series 6,

Series 6

Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit orders for any type of security in a particular state. Series 26 exam -provides the knowledge and competency of investment companies and variable contracts product principles to ensure they can do their jobs. Series 24 - entitles the holder to supervise and manage branch activities at a broker-dealer. Series 7 - Allows the holder to sell any type of security besides commodities and futures.
Series 63,

Series 63

Series SIE, 6, 63, 26, 24, 7, I currently hold all these series licenses. Series 6 - is a securities license entitling the holder to register as a company's representative. Series 63 - entitles the holder to solicit orders for any type of security in a particular state. Series 26 exam -provides the knowledge and competency of investment companies and variable contracts product principles to ensure they can do their jobs. Series 24 - entitles the holder to supervise and manage branch activities at a broker-dealer. Series 7 - Allows the holder to sell any type of security besides commodities and futures.
Series 65

Series 65

Series SIE, 6, 63, 26, 24, 7 I currently teach all series licenses on another tutoring platform. I've been teaching them for about 18 months. I'm employed with Broker Dealer where I am the Director of Development. I'm also registered as an IAR. In addition, I have my MBA, LUTCF, CLU, and ChFC. The Series 65 exam — the NASAA Investment Advisers Law Examination — is a North American Securities Administrators Association (NASAA) exam administered by FINRA.

Ratings and Reviews


Rating

4.9 (190 ratings)
5 star
(182)
4 star
(4)
3 star
(2)
2 star
(1)
1 star
(1)

Reviews

Pleasant and very informative!

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 need of a tutor. Money well spent! A+++++++++

April, 1 lesson with Karen

Great experience

I am so glad i was referred to this app!!! Karen is friendly, professional and very funny cider on helping you understand the material. Can’t wait for my next session!

Sabrina, 1 lesson with Karen

Very great teacher!

Karen helped me pass my series exam and not only that she also showed me test taking techniques and helped reassure, calm me that everything was going to go well! For anyone taking the series exams I really recommend Karen as a tutor because she explains and knows the concepts really well! Thank you so much for all your help Karen - I really appreciate you.

Kim, 15 lessons with Karen

great teacher !

Karen has great teaching experience, she helped me pass 2 exams already and I have really enjoyed her help. I would definitely recommend her to anybody that is taking securities exams !

M Junior, 16 lessons with Karen

Knowledgable and explains so well

I am studying for my SIE and just need some human explanation and Karen is doing a great job. She’s patient and allows me to ask questions and learn. I am so thankful for her guidance

Rachel, 15 lessons with Karen

very patient loved that she was able to help me

Thank you for being kind and patient with me although I scored a 69% I feel confident that I will pass next time.

Edlin, 1 lesson with Karen
Tutor responded:

Edlin, you were so close, I’m sure you will pass the next time

Amazing session!

For my first session I had a great experience. She was very patient and went through all the questions I didn’t understand. Would highly recommend!

Kayla, 2 lessons with Karen

Overall extremely helpful and adamant on helping me achieve my goals.

Thank you Karen for all of your help thus far, I aim to carry your tips and lessons with me the day of my exam. I highly recommend your tutoring sessions to anyone who is needing a different perspective understanding this material. Again, thank you so so much. You have been incredibly helpful!

Jordan, 5 lessons with Karen

Knowledgable and patient

I am pivoting careers from law enforcement to financial services. Karen patiently takes the time to further explain concepts and break it down in simple language. Each session, I gain more confidence in my career pivot. I highly recommend Karen for tutoring services!

Sasha, 3 lessons with Karen

Knowledgeable and patient tutor

Karen is very flexible with tutor times. She is very pleasant and understanding. She takes her time to get to know your learning style. She is my permanent tutor now! Karen is the best and I wish I could have given her 10 stars.

Renee, 8 lessons with Karen
Hourly Rate: $49
Response time: 3 hours
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