I tutor the SIE, Series 7, 63, 65, 66, 6, & 9. I have helped over 500 students pass the series 7 as a professional corporate trainer for a large broker dealer firm as well as private 1:1 tutoring. My experience includes teaching multiple live classes of 20 students to pass the series 7 and 63 in a structured 6 week training program. I am familiar with the most commonly asked questions and difficult topics such as debt, options, margin, convertible bonds, suitability, and regulations. I help...
Loading...
Knowledgeable and patient tutor.
Even though the Series 10 is a very hard test Chris is very personable, smart and exactly what I need! Sometime it just takes someone to verbally explain things to you.
Scott, 4 lessons with Chris
Knowledgeable and patient teacher
I am SO glad for Chris’s expertise! I need help passing SIE and Series 7 and Chris is doing an excellent job at explaining concepts I’ve struggled with. I immediately booked follow up sessions after how effectively he helped me.
Holly, 14 lessons with Chris
Easy to understand and very patient
Helped me finally understand options positions! He walked me through any questions I had and gave me tips along the way that have me getting the answers right!
Kathleen, 2 lessons with Chris
Helpful and Patient Tutor!!
I had about 6-8 sessions with Chris to prepare for my Series 7 Top Off Exam. I didn’t pass the first two tries and he helped me pass my third try! He is extremely knowledgeable and patient. I work full time and he was very accommodating with any last minute schedule changes. I highly recommend Chris!
Alexandra, 6 lessons with Chris
Excellent Teacher
Chris really breaks thing down in a way that’s easy to understand! He’s tutored me for the 63 and the 7. He’s patient and teaches based on your learning styles. I’m a very visual learner and he created whiteboard lessons that really helped me grasp difficult concepts! Couldn’t have gotten through all this without his expertise.
Lacey, 5 lessons with Chris
The Absolute Best
My second review I’m leaving for Chris because I literally would not have passed the SIE without him. Super patient, broke down the test for me and had little tricks for me to remember things. Will definitely work with Chris on getting my series 7 as well.
Nick, 6 lessons with Chris
SIE
Very patient and overall pleasant personality that we were able to go over parts of the SIE exam. He explained certain acronyms to help remember them for the exam. He knows how important is for me to pass this Exam.
Martina, 1 lesson with Chris
Highly Recommend!!!
Chris is super super cool to work with, goes over all questions with you in detail. Doesn’t make the session boring at all, really enjoyed working with him.
Nick, 6 lessons with Chris
Chris definitely deserves 5 stars!!!
Chris is very knowledgeable. He teaches in a way that builds the student’s confidence. He ask questions to make sure you understand the concept. Even if you get the answer correct he will have you explain why the others answers are not true. He shows visual responses to help make things clear. He explained amortization and accretion in our Bond discussion that made premium and discounted bonds more earier to understand.
Linda, 3 lessons with Chris
Amazing Tutor!
Chris is an amazing tutor and helped me pass my Series 7 exam after struggling to previously. Chris broke down the topics in a simplified way and made sure to address all of my questions before the session ended. After just two sessions I felt so much more confident going into my exam. Can't recommend Chris enough.
Bridget, 2 lessons with Chris