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

UC Berkeley Karen H. Tutors UC Berkeley Students in Berkeley, CA
$70 / hr
Madison, CT
(1995)
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 ...
Reviews
Karen is very knowledgeable! She is patient and explains things in a way anybody could understand. I definitely could not have passed the 66 without her tutoring classes.
- John A. from Belmont, NC
I just passed my S65 this week after one failed attempt. I am completely new to the industry and had to sit the exam for my job. She is really great about explaining things in a way that makes it click. She is also great if you?re a visual learner. I used every single one of the little tricks she taught me to help remember things when I sat for the exam the second time. It made a world of difference.
- Angie W. from South Webster, OH
Karen is extremely experienced, and a master at teaching in any method the student needs. She makes learning easy and fun. I am extremely grateful for her time and information.
- Joe A. from Albuquerque, NM
I really enjoyed my time with Karen and am looking forward to my future sessions! She helped me clarify a few things and made me feel confident. We covered a variety of topics and i told her where i needed to improve, and will continue to work on those areas
- Alexandra C. from Cumberland Foreside, ME
Karen is amazing she explained things to me to really help me Understand. I liked the way she broke down the questions for me, and helped me understand why the answer choice was the correct answer. There is not enough hours I wish I could of had studying with you to make me better. Thank you and will be using you expertise again for the tests I have to come.
- Amanda M. from Weatherford, TX
Karen has tremendous knowledge and patience. I will continue working with her to help pass my exams. I thought the session was very thorough and she explained concepts in a down to earth manner.
- Matthew C. from Howard Beach, NY
I have had four sessions with Karen, and I have genuinely enjoyed working with her. Karen can break the material down into a straightforward way to understand. I will continue to be working with her until my exam is scheduled!
- David A. from Rochester, NY
Helps put things in perspective I enjoy working with her can?t wait for our next session ! She knows the material and how to put it in terms you understand. She?s patient and definately knows her materials
- Sheri D. from Cape Coral, FL
Karen helped me pass the 7 and now she is helping with the 66?thank you Karen, I wouldn?t be able to do it without your help!
- Jamelie H. from Westlake, OH
Karen is an outstanding instructor. Her methods are very effective in helping you to understand the material. I feel lucky to be able to work with her. I am learning the things I need to know.
- Mark C. from Sarasota, FL
I love Karen! No one has helped me understand series 7 concepts like she has and she?s so patient and understanding! She uses tools like questions from practice exams from Kaplan, STC, etc. and sends you the files after too! I would never have understood municipal bonds without her and honestly wish I found her sooner!
- Farah T. from Arlington, TX
Has helped me with a game plan and I have significantly increased my practice exam scores. She always has a solution to the areas that I am struggling with! I plan on using her in the future as I prepare for the series 7 and the SIE.
- McKenzie R. from Las Vegas, NV
First session was informative and she helped me to understand what areas I need to focus on and gave me multiple tips.
- Omni H. from Denton, TX
Thanks so much Karen! This was my third attempt at passing my series 65 and Karen did a great job at giving me real-world examples and study techniques to help me pass after failing the first two times without a tutor's help. She also gave me strategies to help with testing since this is the first financial exam I've taken. Couldn't have done it without her!
- Jack W. from Denver, CO
My highest recommendation ! I've been studying with Karen for several months now. As we all know , the ups & downs we have all experienced have taken a toll. Karen stayed the course with me. Encouraged me. Held me accountable. Challenged me. If you are committed , she is committed. Karen truly loves tutoring. It isn't just to make money. She has a passion to give back what she knows , and a goal to help turn out people into the financial industry who can make a positive , ethical impact. I passed my SIE exam , 1st attempt. Without Karen , this doesn't happen. It's really that simple. Thank you Karen , I am forever indebted ! On to 6 & 63
- Tom S. from Redding, CA
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
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