From portfolio tracking to passing the SIE: My exam prep story
Read about Zachary Moss, a finance student, and how taking the SIE before officially required helped me feel more confident about the professional road ahead.
Zachary Moss
Finance student at C.T. Bauer College of Business, University of Houston
Zachary Moss is a Finance student at the University of Houston's C.T. Bauer College of Business, where he maintains a 3.83 GPA and is expected to graduate in May 2027. He recently passed the FINRA SIE exam and manages a self-directed investment portfolio spanning equity and ETF positions across multiple sectors. Zachary also built StockLens, a personal equity research platform that aggregates live fundamentals, SEC filings, and macro indicators into a composite investment grade powered by the Claude API.