FINRA SIE
Tutor directory

Achievable blue logo on white background
Achievable blue logo on white background

SIE tutoring

Are you preparing to take the FINRA SIE certification exam? Gain a competitive edge with our directory of top-notch FINRA SIE tutoring services. Find experienced and highly qualified FINRA SIE tutors dedicated to helping you succeed in your studies. Tailored FINRA SIE classes and one-on-one sessions with expert tutors will enhance your understanding of the subject matter, including the intricacies of FINRA exam questions.
Don't leave your success to chance - choose from our directory of FINRA SIE tutoring services and embark on your journey to certification with confidence. Contact a tutor today to find a FINRA SIE tutor near you or explore online tutoring options. Get the personalized attention you deserve with our directory of FINRA SIE private tutor services.
The people and businesses below are independent from Achievable; feel free to reach out to them directly. If you'd like to be added, please contact us.
Contact us
Ken Finnen
$175
/hr

Ken Finnen

$175
/hr
I am a Compliance Officer with specific experience in Fixed income and Equity markets in addition to tutoring candidates for the Series 3, 4, 6, 7, 9, 10, 24, 55, 63, 65, 66 exams. Specialties: trading, risk arbitrage, institutional sales, teaching FINRA licensing exams, compliance, sales supervision, trading and market making, AML, Member firms, Broker Dealer, Trading activity, Broker-Dealer, Compliance consulting, Compliance program, Registered representative licensing and supervising. Annual compliance, Compliance policies
Michael Weiss
$90
/hr

Michael Weiss

$90
/hr
I am the owner of Series 7 Exam Tutor, a "company" which provides tutoring for the Series 7 Exam as well as for the SIE Exam, the series 6, series 63, series 65, series 66 and the series 24 exam. I also offer tutoring for finance courses. Prior to launching Series 7 Exam Tutor, I worked in finance for 20 years with the majority of this time focused on mutual fund investment analysis and portfolio management. I passed the Series 7 Exam with a score of 94% and became a CFA charterholder in 2002 after passing each of the three CFA exams on the first try.
Chris Mills
$150
/hr

Chris Mills

$150
/hr
Chris has 10 years of industry experience in the financial services industry working for Fidelity Investments and Empower Retirement as a licensed stockbroker. He's serviced and placed trades for numerous account types, including brokerage, retirement, cash, and margin. He also has experience supporting workplace retirement plans such as 401(k), 401(a), 403(b), 457, as well as government and pension plans. His responsibilities included placing trades for numerous security types, performing money movement transactions, facilitating rollovers, and solving complex issues.
Brandon Rith
$250
/hr

Brandon Rith

$250
/hr
Brandon is the founder and lead instructor of Basic Wisdom. After gaining tutoring experience while attaining his B.S. in Finance degree at Florida State University, he graduated after multiple showings on the Dean's list in summer of 2007. Soon after, he attained his first industry job at Fidelity Investments in September 2007. He served in a variety of roles for the firm (from 2007-2018), including securities trader, inheritor services specialist, and various supervisory roles.
Brian Kolins
$125
/hr

Brian Kolins

$125
/hr
For the past 7 years, Brian Kolins has worked with SIE, Series 6, 7, 26, 63, 65, and 66 students to facilitate their success on the exams. His specialty is in using analogies and test taking ideas to help people pass, especially those who have struggled to pass previously. He has helped over 6,000 students pass Securities Exams. Bulk pricing available for 5 & 10 hour plans.
Paul Jackson
$99
/hr

Paul Jackson

$99
/hr
Over 40 years of experience in the financial securities industry as producer, managing director, and SVP of wealth management with ultra-high net worth clients. Designing multi-generational wealth transfer and philanthropic gifting methods. Has taught, mentored, and managed financial advisors in advanced wealth transfer concepts. Education: Cincinnati Christian University / BS; American College / CLU / ChFC coursework; Wharton / graduate studies. I greatly enjoy tutoring the FINRA SIE, Series 6, 7, 63, 65 & 66.
Mark Cohen
$99
/hr

Mark Cohen

$99
/hr
I have over 2,500 tutoring hours, hundreds of successful students, and very passionate testimonials. As an Adult ADHD I like to develop struggling test takers into financial professionals.

Please check out my "Two Hour Strategy Assessment."

  1. Anxiety Control: Overthinking - self-talk, confidence building, deep breathing. etc.
  2. ADHD Empowerment: Procrastination, hyperfocus, misreading questions, catastrophizing etc.
  3. Test taking Strategy: Not running out of time, marking for review, process of elimination. Etc.
  4. Multiple failed attempts, consequences of not passing the test.

PS Bulk pricing available for 6- & 9-hour plans.
Jay Music
$99
/hr

Jay Music

$99
/hr
Professional Licensing Tutor, retired FINRA principal. Taught hundreds of people FINRA and NASAA licensing exam strategy and content, would love to help you, too!

SIE, Series 6, Series 7, Series 63, Series 65 and Series 66
Meera Krishnan
$99
/hr

Meera Krishnan

$99
/hr
I started my career at Goldman Sachs after graduating from Princeton University, where I took the Series 6 exam and worked in investment banking. After leaving Wall Street and attending Harvard Business School, I transitioned into education. I've been working at Year Up (a nonprofit focused on helping young adults access corporate jobs) for the past 7 years, where I spearheaded our SIE training program (including providing coaching to students). I specialize in supporting those without a college degree and/or those who may struggle academically yet are motivated to pursue a career in financial services. In addition to content knowledge, I can help trainees develop organization and time management skills, work through challenges balancing study time with other obligations, and build confidence.
Garth Stefan
$165
/hr

Garth Stefan

$165
/hr
Garth is the founder and lead tutor at Stefan Solutions. He has 10+ years of industry experience at several financial firms. He's personally helped thousands of students pass various FINRA exams including the 7, 6, SIE, 65, and 66. He can help you master the most challenging areas to ensure you pass your exam. He offers discounted rates for 10+ and 20+ hours.
Paul Miguel
$60
/hr

Paul Miguel

$60
/hr
My name is Paul Miguel, and I have a passion for helping Financial Advisors of all experience levels achieve their career goals. During my 15 year career in the Financial Services Industry, I advised clients as an Investment Consultant at a Brokerage Firm and held leadership roles as a Managing Director at Registered Investment Advisory Firms. Over the past 3 years I have helped over 100 Advisors pass the Series SIE, 6, 7, 63, 65 & 66 as my full time job, and instructed group classes in the SIE & Series 65. I customize my approach to the needs and schedules of the Industry Professionals I work with. My favorite part of my job is creating long term relationships with Advisors and helping them attain multiple licenses and designations. My favorite exam topics are Pooled Investment Vehicles, Portfolio Analysis, Client Recommendations and Options. Over the years I have passed exams & held various Industry designations and credentials including the CFP, CIMA, Series 7, 63 & 66. My hobbies include Long distance running, going to the gym, watching sports, and enjoying craft beers.
Mike Finnen
$75
/hr

Mike Finnen

$75
/hr
After 37 years on the NYSE, I am a recently retired member/floor trader, principal, and compliance officer. I have taught and had real-life experience with most of the content on FINRA exams. I hold the SIE, Series 7, 63, 24, 14 (compliance), and multiple trading licenses. Coming from a humble background, my brother (Series 7 whisperer) and I know how to make the complicated simple.
Sebastian Elliot
$110
/hr

Sebastian Elliot

$110
/hr
I am a former exam writer for Wiley's Efficient Learning. I have hundreds of 5 star reviews and have helped dozens of people pass their license exams and professional designations. I teach the SIE, the Series 7 top-off, the Series 65, 66, 86 and 87. I also teach the FRM; parts I and II and the CAIA levels 1 & 2. I have an economics degree, a Masters in law and the CAIA and the FRM; I'm also a level 3 CFA candidate. I have been a trader, an investment product specialist and an investment strategist. For these reasons I also teach trading. My approach is very much exam orientated. I'm focused on exam techniques and execution not just on the subject-matter. I make lessons fun and engaging.
Karen Hajus
$75
/hr

Karen Hajus

$75
/hr
I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. I am currently working in the securities industry. I have tutored for the SIE and new Top Off series 6 and 7 exams as well as the 63, 65 and 66. I also maintain an active state insurance license. I know what it takes to study and pass an exam.

I have been a tutor since 2016. Tutoring allows me to share my years of investment experiences and offer guidance to a student. I am a visual learner and tutor using illustrations to improve the recall of information and concepts. I have organized and participated in many speaking engagements both in public and in corporate board rooms. My years of sales and management experience have made me an effective communicator.

I have a BS in Finance from Quinnipiac University and an MBA in Finance from University of New Haven. I enjoy a challenge and have consistently grown within my industry by enhancing my skills by taking classes and obtaining additional licenses as well as taking on additional responsibilities. I enjoy meeting and working with new people. I am a positive person who can share my experiences to enhance a student's potential.
Jessica Holt
$95
/hr

Jessica Holt

$95
/hr
I'm a current certified tutor for Varsity Tutors and have been for several years. I was in the financial services industry for almost 20 years, including analysis, portfolio management and corporate lending as a Senior Vice President. Throughout my career I had a passion for mentorship and teaching. I took the series 7, 63, CFP etc decades ago when the 7 was one single exam! I began teaching and sat for the GACE exam (missing two!); working primarily with ADD, ADHD and dyslexic students. I loved the work; the content was not challenging enough for me. I began to study learning as a conceptual construct. I read several books from Harvard neuroscientists on how our brain learns best and most easily. I incorporate these skills to my teaching program and student analysis. I've developed a 360 degree program for all FINRA exams, customizing each students lesson plans according their own individual needs; from the series 3 through the series 86. Last month I had four series 79 students pass. Each morning I read over 10 industry news forums and prepare exam materials in accordance. My students will tell you my material is the best and they're happy to speak with you for a reference. This approach has earned me over 215 5 star reviews. I will know 7-10 days before you sit for your exam that you will pass confidently. Former students call me with their successes; last month a student called me with a new life success. He failed the Series 7 three times before we worked together. In four months he passed the 7, 65 and 63. After over 276 students, here are my statistics:
  • FINRA SIE: 100% pass rate
  • FINRA Series 3: 100% pass rate
  • FINRA Series 6: 100% pass rate
  • FINRA Series 7: 99.99% pass rate
  • FINRA Series 9: 100% pass rate
  • FINRA Series 10: 100% pass rate
  • FINRA Series 24: 100% pass rate
  • FINRA Series 28: 100% pass rate
  • FINRA Series 63: 100% pass rate
  • FINRA Series 65: 100% pass rate
  • FINRA Series 66: 100% pass rate
  • FINRA Series 79: 100% pass rate
  • FINRA Series 86: 100% pass rate
Let's get started today on making your goals reality.
Ken Cooperman
$40
/hr

Ken Cooperman

$40
/hr
I am an experienced and now retired financial services industry professional and I have my MBA from Northeastern. I held the FINRA Series 7, 6, 24, 65 and 4 during my career. I have 3+ years experience tutoring FINRA Exam candidates!

My professional background includes seven years at Fidelity Investments, two years at the DE Shaw Group, six years at Athena Capital Advisors (Boston), and eight years at Windrose Advisors (Boston). I have managed broker/dealer operations, advisory operations, trading and compliance, and I have been part of investment technology startups. I now manage homes on Airbnb for myself and a small number of clients.

My teaching style for FINRA exams focuses on the practice exam questions once the candidate has finished the book, learning and understanding the fundamentals of each topic and how it relates to real-world practices, including the investment world and one's own personal financial management.
Page 1 of 1
Achievable FINRA SIE dashboard
Pass the FINRA SIE. Guaranteed.
Pass the FINRA SIE on your first try with Achievable's interactive online exam preparation course. Includes everything you need: easy-to-understand online textbook, 2,000+ review quizzes, and 35+ full-length practice exams.
Achievable logo
Have questions?
Earn 20% as an affiliate
Partner with Achievable to generate new revenue from your website and help people achieve their professional goals
Learn more