Karen H.


Karen H.

Tutor

Madison, CT 06443

Will travel 30 miles

$60 per hour.

4.97 406 ratings

Securities FINRA exam prep series 3,6,7,63,65,66 + more

I have the following active licenses: series 6, 7, 65, 66, 3, 4, 24, 8 and 53. 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 years of sales and management experience have made me an effecti... [more]


Grammar


Microsoft Excel


Microsoft Word


Reading


ESL/ESOL


Finance


Proofreading

I review all correspondence and advertising in my current role. I also read multiple research reports on a daily basis.


Macroeconomics


Microeconomics


Study Skills

I would like to offer my years of experience and helpful tips in providing study skill tutoring. Over my 30 years in the banking and investment industry, I have studied and successfully passed multiple exams along with annual continuing education courses. I have the series 3,4,6,7,8,24,54,63 and 65 licenses and know what it takes to help pass. I set timelines to ensure I get through the material along with various techniques I've used to help remember and recall things for the exams. I use flashcards along with problem drills to help illustrate concepts effectively. I have the ability to explain details in an understanding way with my tone of voice, personal attention and bring high energy to create and maintain enthusiasm for the subject matter.


Career Development

Based on my own career development path, I can share my personal experiences with a student on how to always look for improvement and challenges that showcase your strengths and help identify areas for improvement. I have a BS in Finance from Quinnicipac University, an MBA in Finance from Univeristy of New Haven and have 30 years of work experience in banking and securities. I have held sales, management and compliance/audit positions during my career by constantly challenging and improving myself in all aspects of my development.


Series 63

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.


Series 7

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.


Series 3

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.


Series 6

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.


Series 65

I currently have my series 7, 3, 4, 6, 8, 63, 65, 66, 53 licenses. I know what it takes to study and pass exams. I can share my tips and illustrations to help you remember and learn what is needed to pass. I have a BS in Finance from Quinnipiac University and a MBA in Finance from University of New Haven. Let my 30 years of work experience in banking and securities help you obtain the necessary tools to navigate through the studying process. I am a visual teacher so the student can see what is happening and why.


Series 66

I have been in the securities industry since 1986 and have passed several industry exams, such as the 3, 4, 6, 7, 8, 24, 53, 63, 65 and 66 plus I have the CRCP certification from FINRA/Wharton Institute. I am a very motivated and professional person who enjoys my career and gains great satisfaction by helping others enter this field. My approach is very visual with illustrations and ways to recall a large amount of information quickly and easily. I feel it's important to discuss topics with students and to have them explain and rationalize topics back to me to ensure their understanding of the subject.