Life and Health Insurance

Tutor directory

Tutor Series 65 - SIE Ninja

https://www.pennyhillexamprep.com/ Private Tutoring for FINRA, CIMA®, and Insurance Licensing Exams. Personalized, one-on-one tutoring backed by 25+ years of real-world financial industry experience and graduate level academic achievement. Complex material made clear — tailored to your timeline. My career in financial services spans more than 25 years — working across securities, investment management, and insurance. During that time, I earned and maintained licenses across the full spectrum of FINRA and state exams, including the Series 7, 63, 65, 66, 24, 52, and SIE, as well as a North Carolina Life and Health Insurance license. I pursued my education with the same intensity I bring to tutoring — earning a 4.0 GPA at both the undergraduate and graduate levels, culminating in a Master of Science in Finance. I also hold the Certified Investment Management Analyst (CIMA®) designation, one of the most demanding credentials in the investment advisory profession. After years in the industry, I found my greatest satisfaction in helping others navigate the licensing process. These exams are challenging — not because the concepts are impossible, but because the material is dense, the stakes feel high, and most candidates are preparing on their own. I change that equation. My approach is personal, patient, and practical. I meet you where you are, explain things clearly, and make sure you walk into your exam ready — not just prepared, but confident.

Securities Pre-licensing Trainer and Coach for the SIE Series 7, 6, 63, 65 and 66

I held FINRA Series 7, 6, 24, 65, and 4 in management roles with broker/dealers (Fidelity) and wealth managers (Athena Capital, Windrose Advisors). I managed broker/dealer & RIA operations, trading, and client services, with deep knowledge of investments across all asset classes.