Karen H. - Securities FINRA Exam SIE, Top Off 6 and 7, Series 66,65, 3, 4 and 53

Coastal Carolina Karen H. Tutors Coastal Carolina University Students in Conway, SC
$65 / hr
Madison, CT
30 miles Travel Radius
In-person + Online
I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I have tutored for the SIE and new Top Off series 6 and 7 exams. I know what it takes to study and pass an exam. I am currently working in the securities industry. I have a BS in Finance from Quinnipiac University and an MBA in Finance from University of New Haven. Tutoring allows me to share my years of investment experiences and offer guidance to a student. I also maintain an active CT insurance license. My ...
Karen taught me about bonds and options to help me understand them better. I worked with 2 tutors before karen and would definetly recommend karen over anybody.
- Lucas D. from Charleston, IL
more of the Legal Guidelines and rules, exclusions, exemptions...she is patient, thorough and she kind of quizzes as we go along--she is very good! I very much am looking forward to more tutoring sessions with her. One question for Wyzant...why in the world do I have to leave a comment with 160 characters or more? Why shouldn't my review be my review long or short???
- David A. from Highland Park, IL
Karen is a patient tutor with a great ability to simplify concepts in a way that makes them memorable. I greatly enjoyed our lesson and thanks much for helping me pass the exam. Simply a great tutor...
- Ruben B. from Saint Petersburg, FL
This is my first time using Wyzant as a tutor source, and I am very happy to have found Karen. I previously took the 63 and missed by 2 questions. Consulted Karen and worked with her for 3 sessions, and she was able to clearly answer everything I asked as well as quiz me in areas I thought were challenging but I knew all along. I have just passed my 63 this morning with the utmost confidence after working with Karen. Taking my Series 6 next and will for sure use Karen as a supplement to my individual studying. Biggest takeaway for me is you should put in the work yourself to get a good grasp of the material, then request a tutor to test your knowledge and master concepts that you originally struggled with.
- Nicholas D. from Newark, NJ
Took a practice quiz together. Karen helped me better understand questions, helped me analyze better. Hearing her explain her reasonings helped me better understand.
- Maria Laura S. from Yorba Linda, CA
Karen did an excellent job of breaking down aspects of my course and teaching it in simple and easy to remember ways. I will be having more sessions with her, because I think she did that good of job and can help me pass the test I am studying for.
- Daniel T. from Matawan, NJ
Karen is great and making learning challenging stuff fun! I was struggling with learning stock splits and she made it simple.
- Gina M. from Boynton Beach, FL
Karen made things simple and easy to understand. Conceptually, I was having a couple issues, and within 15 minutes it was clarified. She asks challenging questions, and then helps walk you through the thought process. I would highly recommend her to anyone.
- Adam B. from Roseville, CA
Karen is doing a great job at breaking down the questions that appear on the top off exam. She has introduced new ways to remember the order of bankruptcy for corporations and how to figure out margin problems without using the T chart. She definitely knows what she is talking about and is able to present the material in ways that are understandable and relatable.
- Jamelie H. from Westlake, OH
Karen definitely understood where I was coming from my weaknesses and strengths she elaborated on topics that needed to be elaborated on. She shined the light on pertinent material. The hour went by way too fast.
- Frank P. from Mount Pleasant, SC
Karen was amazing! I would work with her again! The way options were broken down to me, I look at options problems very differently now. I'm having a good feeling about it!
- Crystal M. from Marietta, GA
Karen explains items in such a way to help you remember. You can tell she cares about your learning progress. The material to be learned takes a lot of personal study.
- Patti T. from Lewisville, TX
Karen was friendly, patient and thorough. She asked all the right questions, provided strategies in problem solving and I felt is was a valuable use of my time and money. I would highly recommend her!
- Khadijah R. from Charlotte, NC
I have had two sessions with Karen so far which have both been extremely helpful when it comes to the SIE exam. She is very kind and knowledgeable when it comes to learning the material and explains it in a way that I can understand.
- Arielle F. from Sarasota, FL
Karen was on time and organized to our session. She gave me great suggestions of how to complete and understand what I am learning to drive home the concepts _ i have a clear understanding of next steps and what I want to work on for next time.
- Sarah B. from Elmhurst, IL
Karen was incredibly helpful in contextualizing the concepts and walking me through a ton of practice problems. Specifically, I was struggling with Part 1 (Laws, Regulations and Guidelines) and she helped me understand the reasons behind the concepts and walked me through quiz bank questions. She also helped me brush on other concepts for the other 3 parts. Grateful for all her help and she definitely helped me pass the Series 65!
- Franklin K. from Chicago, IL
Karen was so wonderful and kind, she broke everything down and used charts and visuals to help me understand the material. I really enjoyed my time with her and I feel like I got a lot out of it. 10/10 would recommend Karen!
- Elicia B. from Atlantic Beach, FL
We did final review and reflection today. Karen helped me prepare my reference sheet, we went over convertible bond/parity. Karen helped me better understand that. Extremely knowleagble and helpful. We went over OID and final recommendations for suitability questions.
- Maria Laura S. from Yorba Linda, CA
Went over bonds and materials I?m not grasping accurately . Reviewed stocks, accrued interest and ind yields. Very patient and excellent at explaining. I will book more sessions with her as she really help me understand topics I was confused wirh
- Ana V. from El Paso, TX
She makes it much easier for me to understand the concepts. She makes the class fun and enjoyable. . Helped me better analyze and look for key words. Today helped me better understand margin concepts and also municipal bonds.
- Maria Laura S. from Yorba Linda, CA
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