The Dedicated Educator.
Our Philosophy
Firstly, we examine your tuition needs and then provide a personalized regimen designed to help you pass.
Why Choose Series7SIETutor?
Institutional Pedigree: Learn from a CFA Institute member with deep, real-world experience at the highest levels of global finance.
We provide expert tuition for the SIE, Series 6, Series 7 and the Investment Planning module of the CFP, and many other professional licenses.
Our mission is to get you licensed. We combine first rate teaching with a comprehensive learning program that is tailored to individuals or small groups.
About Our Company
At Series7SIETutor, we bridge the gap of understanding between theory and institutional reality by transforming “study” into “training” for your new profession.
Leveraging Damien’s background at firms like Charles Schwab and Barclays, we translate dense textbook concepts into the practical language of a working stockbroker.
We replace passive memorization with reasoning and understanding of the subject, ensuring students don’t just learn the material but master the institutional
application required to pass on exam day and thrive in the industry.
Our Services
SIE
The Securities Industry Essentials (SIE) exam validates foundational knowledge of capital markets, investment products, risks, and essential regulatory practices for professionals.
Series 7
The Series 7 exam qualifies professionals as General Securities Representatives, authorizing the solicitation, purchase, and sale of diverse corporate and municipal securities.
Series 6
The Series 6 license qualifies professionals to sell mutual funds, variable annuities, and similar insurance products within the securities industry.
Series 63
The Series 63 exam qualifies candidates as securities agents, focusing on state regulations, ethical practices, and fiduciary obligations under the Uniform Securities Act.
Expert Tuition
We bridge the gap between academic theory and the practical skills required by top-tier firms, ensuring you arrive at your new role ready to contribute on day one.cription of the benefit.
Institutional Knowledge
You work with a coach who has "on-the-desk" experience at firms like Putnam, Schwab and Barclays.
College Lecturer
Teaches at Masters degree level
Masters Degree's in Finance and Economics
Has personally passed Series 6, 7, 63 and SIE. Two masters degrees.