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Effective: SIE, Series 6, 7, 63, 65, 66, 3, 9, 26, 79 Expert w/30+Yrs
Kevin S.

8,651 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $79
Response time: 7 hours
Kevin S.'s Photo

Effective: SIE, Series 6, 7, 63, 65, 66, 3, 9, 26, 79 Expert w/30+Yrs
Effective: SIE, Series 6, 7, 63, 65, 66, 3, 9, 26, 79 Expert w/30+Yrs
Kevin S.

8,651 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

8,651 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Kevin


Bio

More than 1,700+ (5 Star) ratings, and I've helped more than 400 people pass their SIE (Securities Industry Essentials), Series 3, 6, 7, 9, 10, 24, 26, 63, 65, 66, 79, and other FINRA/NASAA exams.

Much of the Series 6, 7, and other FINRA exams deal with options, municipal securities, underwritings, bonds, suitability, finance, and regulations. While much of the Series 63, 65, and 66 exams deal with exemptions and exceptions. I have over 25 years of industry experience as a financial...

More than 1,700+ (5 Star) ratings, and I've helped more than 400 people pass their SIE (Securities Industry Essentials), Series 3, 6, 7, 9, 10, 24, 26, 63, 65, 66, 79, and other FINRA/NASAA exams.

Much of the Series 6, 7, and other FINRA exams deal with options, municipal securities, underwritings, bonds, suitability, finance, and regulations. While much of the Series 63, 65, and 66 exams deal with exemptions and exceptions. I have over 25 years of industry experience as a financial advisor, investment banker, trader, and trainer. Firms include Edward Jones, JP Morgan, Merrill Lynch/Bank of America.

Background: CPA (Certified Public Accountant), MBA, investment banking, financial service consulting.
Patent Holder: U.S. 7,634,435 Diversified fixed income product and method for creating and marketing same.

My passion for teaching comes from a lifelong passion for the financial services industry and learning. Clients say that I help them succeed and realize their own potential with improved confidence, test scores, and career development.
Suggested study framework based on my experience with successful clients:
Series 7 or Series 79: 20-24 hours, 6 weeks, 2 meetings per week, 1.5-2 hours
Series 63: 10-12 hours, 3 weeks, 2 meetings per week, 1.5 hours
Series 65: 18-20 hours, 6 weeks, 2 meetings per week, 1.5 hours
Series 66: 12-14 hours, 5 weeks, 2 meetings per week, 1.5 hours

Sessions are accounted for at least 1.5 hours. Also, weekends, holidays, and outside regular business hours (8 am -5 pm Central) rates are accounted for up to an additional 15 minutes per hour.


Education

Truman State University
Accounting
Washington University in St. Louis
MBA

Policies

  • Hourly Rate: $79
  • Rate details: Sessions are billed for at least 1.5 hours. Also, on weekends, holidays (observed), and outside regular business hours (9 am -5 pm Eastern) rates are billed up to an additional 15 minutes per hour.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 1/5/2018

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Business,

Business

My qualifications include an MBA from the Olin School of Business at Washington University in St. Louis, which is consistently ranked as one of the "Top 20" business schools. In addition, my BS in Accountancy is from Truman State University, which is consistently ranked as one of the top schools. Plus I have my CPA certificate (i.e., Certified Public Accountant) and became a member of Mensa in 2009.
Finance,

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).
Financial Accounting,

Financial Accounting

Financial Accounting expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes being a CPA (Certified Public Accountant) and MBA (Masters of Business Administration with a finance emphasis).
Series 3,

Series 3

I passed the Series 3 this past year and have over 25 years of related experience. Plus I've already tutored others who have passed the exam.
Series 6,

Series 6

I've passed and tutored the Series 6 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 63,

Series 63

I've passed the Series 7 & Series 63 before. Plus I was an investment banker and financial advisor for nearly 10 years.
Series 65,

Series 65

I've passed and tutored the Series 65 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 66,

Series 66

I've passed and tutored the Series 66 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect. The Series 66 deals with broker/dealers, investment advisors, and both state and federal securities regulations.
Series 7

Series 7

I previously passed the Series 7 exam. Moreover, I was a financial advisor. Also much of the Series 7 exam deals with underwritings, finance and broker dealer relationships, which I have nearly 10 years of experience doing.

Corporate Training

Business,

Business

My qualifications include an MBA from the Olin School of Business at Washington University in St. Louis, which is consistently ranked as one of the "Top 20" business schools. In addition, my BS in Accountancy is from Truman State University, which is consistently ranked as one of the top schools. Plus I have my CPA certificate (i.e., Certified Public Accountant) and became a member of Mensa in 2009.
Finance

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).

Other

Finance

Finance

Finance expert with 25+ years experience (professional, teaching, and serving as a "Financial Expert" as an "Expert Witness" for court testimony. Plus my background includes MBA (Masters of Business Administration with a finance emphasis) and CPA (Certified Public Accountant).

Test Preparation

Series 3,

Series 3

I passed the Series 3 this past year and have over 25 years of related experience. Plus I've already tutored others who have passed the exam.
Series 6,

Series 6

I've passed and tutored the Series 6 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 63,

Series 63

I've passed the Series 7 & Series 63 before. Plus I was an investment banker and financial advisor for nearly 10 years.
Series 65,

Series 65

I've passed and tutored the Series 65 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect.
Series 66,

Series 66

I've passed and tutored the Series 66 exam and have successfully tutored others to pass the exam this past year. I've used a number of study platforms including Securities Training Corporation and Pass Perfect. The Series 66 deals with broker/dealers, investment advisors, and both state and federal securities regulations.
Series 7

Series 7

I previously passed the Series 7 exam. Moreover, I was a financial advisor. Also much of the Series 7 exam deals with underwritings, finance and broker dealer relationships, which I have nearly 10 years of experience doing.

Examples of Expertise


Kevin has provided examples of their subject expertise by answering 6 questions submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

5.0 (1,770 ratings)
5 star
(1,742)
4 star
(14)
3 star
(7)
2 star
(0)
1 star
(7)

Reviews

Kevin helped me achieve my passing score!

I found Kevin while preparing to take the series 7 for my third time. I had previously taken the Kaplan course and I can easily say Kevin’s tools and explanations were far more thorough in achieving a better understanding of concepts and applying them to test questions.

Laura, 17 lessons with Kevin

knowledge and experienced tutor

Kevin helped me with Series 7 exam, that I passed after the 2nd attempt. He has an industry experience as well as great approach to guide students how to take a test successfully.

Daria, 3 lessons with Kevin

Great teacher. Clear and Concise

Had a great first session reviewing concepts and I’m looking forward to continuing through the course work and better understanding of the material.

Ryan, 1 lesson with Kevin

Very capable

We worked on bonds today. Kevin is a very effective teacher. He helped me get through the SIE study in a short period and I was able to pass the exam. Now working on Series 7. I have a couple of weeks to cram and being able to take one-on-one lessons is a real help.

Glenn, 6 lessons with Kevin

Outstanding tutor !

Kevin is excellent! Goes at your pace. Breaks down the complex into bite size chunks to you are able to process and understand. Brings a human side to the sometimes bland subject matter with real life examples.

Scott, 2 lessons with Kevin

Quit searching…schedule Kevin.

I learned more in the first hour with Kevin than I had cumulatively with various other tutors and videos over the past month. He shares a few seemingly basic tips/tricks then teaches you to apply them to every single question. They will change your entire approach to taking the exam. He shoots straight and doesn’t waste a single minute of your time together. Five stars aren’t enough.

Emilee, 8 lessons with Kevin

Excellent

His option program is exceptional and very easy to understand. He asked great questions to get a feel of your knowledge. I am very happy to continue on this training path with him.

Bob, 12 lessons with Kevin

Patient and thorough tutor

I took tutoring sessions with Kevin while studying for the Series 7 and Series 66. I passed both of them on my first try with his help! Kevin is a valuable resource with his knowledge on the subject material and his tricks to memorize key facts. He always greeted me with a smile and his encouragement increased my confidence going into the tests. I could not have passed without him and would refer him to anyone who plans to take exams.

Nicole, 4 lessons with Kevin

Knowledgable, funny, patient and kind.

Kevin is working with me on Options, for the Series 7 exam. I took the Series 7 a month ago, and scored a 70% on the exam. There were so many Options questions (at least 40-45 questions), and the questions felt foreign to me, even though I had been scoring well on the section when I was studying. I realized during the exam that I did not understand Options, as the questions were more difficult than the ones I had been practicing. Kevin is helping me understand the material, and is making it so much easier to interpret. His Options chart is very easy to memorize, and his technique is much better than Training Consultants. I am looking forward to working with him further on this section, because the confidence he is giving me with the questions is truly amazing. I take my exam later this month. I highly recommend Kevin, he is worth every dollar.

Victoria, 9 lessons with Kevin

Best Tutor

I have taken my fair share of FINRA exams. I had failed the Series 66 twices before reaching out to Kevin. I finally passed it with his help. He is so patient and knowledgeable. He always encouraged me to push myself. He would go through every question i had in great detail and explain certain concepts in a way that made sense. He is an amazing tutor and really knows his stuff. I highly recommend him for anyone struggling with their exams!

Kalie, 14 lessons with Kevin
Hourly Rate: $79
Response time: 7 hours
Contact Kevin