Individuals in the Portland area who are interested in breaking into the securities industry may want to reach out to 51Թ to get started with Portland SIE prep. The Securities Industry Exam, or SIE, is taken by those who are interested in becoming licensed in the securities industry. While passing the SIE does not enable you to become registered to engage in securities transactions, it is the first piece of the puzzle. After you pass the SIE, you'll need to also pass a qualification exam related to the specific field you wish to work in. The SIE covers a lot of material that is considered fundamental to the securities industry. Undertaking an extensive review of the subject material could be a good idea as you prepare for the exam. If you feel like you could use some extra guidance as you prepare, you should consider signing up for Portland SIE prep.
What concepts could be reviewed during Portland SIE prep?
There are numerous concepts that can be covered during Portland SIE prep. In general, the SIE covers topics related to prohibited practices, regulatory agencies, securities industry markets, and different types of products. More specifically, the SIE may contain questions concerning the definition and identification of risk types, debt instruments, and the difference between fiscal and monetary policy, to name a few. In total, the SIE has 75 questions and you must receive a score of at least 70 percent to pass.
Conducting a review of the content is a vital aspect of prepping for the SIE. However, it can may also useful to work on developing test-taking strategies. One strategy that is often valuable is time management. As you will only have a limited amount of time to finish the exam, it could be helpful to learn how to manage your time so that you have a chance at being able to fully answer each question. It may also be to your advantage to go over how to eliminate incorrect answers based on contextual clues. This can be a valuable skill when you come across questions you're not quite sure how to answer as you'll have a better chance to make an educated guess.
What are the benefits of the different types of Portland SIE prep?
If you decide to seek out Portland SIE prep, you have the option of choosing between a Portland SIE prep class and private instruction. While many students choose one of these options based on their learning style, there are students who opt to take part in both to get a more comprehensive review. Whichever option you go with, you can feel confident that you will receive guidance from a knowledgeable instructor.
Students who enjoy working with others may want to enroll in a Portland SIE prep course. Prep courses mimic traditional courses because you can learn from an instructor and participate in class activities and discussions with the other students in the class. For example, you can go over topics like anti-money laundering with your instructor and then discuss this topic in collaboration with your classmates. Additionally, if there is a specific topic you are confused by, you have the option of reaching out to your instructor to get further clarification.
Individuals who like a more personalized approach to studying may wish to connect with a Portland SIE tutor. Connecting with a private tutor can offer several advantages. Studying in an individualized environment offers you more control over the topics you focus on. If there is a specific topic you can't quite seem to grasp, you can spend an entire study session going over it if you need to. Furthermore, you can increase the efficiency of your study sessions because you can skip over topics you already know. In addition, as you will the only student your instructor is working with, they can adapt the way they teach to fit your learning style.
How can I get set up with Portland SIE preparation?
Whether you are an adult who is trying to advance their career or a student at Concordia University-Portland or the University of Portland, you likely have a hectic schedule. As such, it can seem daunting to try to find extra time to study. SIE prep can help with this because it takes place completely online. Thus, you never have to worry about traveling to attend your class or tutoring session - you can attend from anywhere with an internet connection. If you are interested in learning more about Portland SIE prep, reach out to 51Թ today.

John: Portland SIE test prep instructor
...personalized guidance and support every step of the way. Through a dynamic and interactive teaching approach, I strive to cultivate a stimulating learning environment where curiosity is nurtured, critical thinking is encouraged, and success becomes inevitable. I believe that education is not just about acquiring knowledge; it's about unlocking potential and fostering growth. With my diverse skill set, comprehensive knowledge, and unwavering dedication, I am confident in my ability to inspire, motivate, and mentor the...
Education & Certification
- Cornell University - Master of Science, Finance
- CFA Institute - Associate in Science, Finance
Subject Expertise
- SIE
- Series 63
- ABPM - American Board of Preventive Medicine
- CTRS - A Certified Therapeutic Recreation Specialist
- +620 subjects

Edward: Portland SIE test prep instructor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I am a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 24
- +26 subjects

Ross: Portland SIE test prep instructor
I am a graduate of University of New Haven. I received my Bachelor degree in Political Science with a focus on history. Since graduation, worked in government in economic development which caused a love for finance. I have studied...
Education & Certification
- University of New Haven - Bachelor in Arts, Political Science and Government
- Mercy College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 24
- Series 7
- FINRA - Financial Industry Regulatory Authority
- +22 subjects

Kristin: Portland SIE test prep instructor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- SIE
- Series 7
- Series 63
- Series 66
- +1 subjects

Barrett: Portland SIE test prep instructor
While winning is largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- SIE
- Series 66
- Series 24
- Series 26
- +20 subjects

Joshuah: Portland SIE test prep instructor
...and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- SIE
- Series 7
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- SIE
- Series 66
- Series 24
- Series 65
- +20 subjects

John: Portland SIE test prep instructor
...I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve their goals and pass with...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +1 subjects

Paul: Portland SIE test prep instructor
...to enter into a financial career. I've spent over three decades as a successful Financial Advisor. The multiple exams a student must pass can seem daunting. My goal is to add clarity and help students fully understand the necessary concepts and terminology. I have a Bachelors in religious studies. I've completed CLU / ChFC courses from American College and graduate studies in business at Wharton. I've always had a passion for helping others, in business,...
Education & Certification
- Cincinnati Christian University - Bachelor in Arts, Religious Studies
Subject Expertise
- SIE
- Series 99
- Series 24
- Series 27
- +17 subjects

Raman: Portland SIE test prep instructor
...the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At 51Թ, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- SIE
- Series 7
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +25 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- SIE
- Series 66
- Series 65
- Series 10
- +9 subjects

Roman: Portland SIE test prep instructor
...the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins - And I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. It's a great field to work in, so I truly enjoy whenever I'm able to help someone pass the entry or advancement exams! My...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- SIE
- Series 65
- CFP
- American Council on Exercise (ACE)
- +60 subjects

Melissa: Portland SIE test prep instructor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- SIE
- Series 7
- Series 66
- Series 63
- +1 subjects
Subject Expertise
- SIE
- Series 66
- Series 65
- Series 7
- +24 subjects

DeSean: Portland SIE test prep instructor
...a student once. During undergraduate, I tutored students in Statistics and College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the alto. saxophone.
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- SIE
- Series 63
- Series 6
- Languages
- +13 subjects

Harrison: Portland SIE test prep instructor
Hello, My name is Harrison and I am an economics major at the University of Pennsylvania from Philadelphia. I have experience tutoring in economics, statistics, algebra/pre-calc, and introductory calculus. I typically have the most availability during evening and weekend hours, but will always work to try and work with any schedule. If interested, please do not hesitate to reach out.
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
Subject Expertise
- SIE
- Series 57
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +20 subjects

Aaron: Portland SIE test prep instructor
...was a teaching assistant for courses covering investment banking, political economy and macro- and microeconomics, the last of which I also led study groups for. I was further nominated by my professors to lead study groups in statistics and intermediate mathematical microeconomics. I have worked, both formally and informally, providing career advice to students, particualrly those interested in pursuing a career in finance. I have helped numerous students successfully gain internships and full-time jobs in...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- SIE
- Series 79
- Series 63
- College Accounting
- +31 subjects

Brian: Portland SIE test prep instructor
...materials, soft skills, technical skill building, performance improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively is necessary for an improved quality of life depending on the personality of the student. I try to impart this...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- SIE
- Six Sigma
- Series 7
- Series 63
- +22 subjects

Jennifer: Portland SIE test prep instructor
...range of subjects including Professional Certifications, Insurance License, NMLS, SIE, and Series 6. I am a graduate of Eastern Illinois University. I received my Master of Science Degree and Bachelor of Arts Degree in Family and Consumer Science with a Minor in Business Administration. I have over 20 Years of sales, leadership, mentoring and coaching in the Financial Services field-which includes -Mortgage Branch Management, VP of Membership, Top Mortgage Production Sales Performer, Financial Advisor, Life...
Education & Certification
- Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
- Eastern Illinois University - Master of Science, Family and Consumer Sciences
Subject Expertise
- SIE
- Real Estate License
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- +5 subjects

Kevin: Portland SIE test prep instructor
...I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have a quiet and comfortable study space, I work with the student to help select mutually convenient locations. In my spare time, I enjoy biking, hiking, swimming, tennis, reading, movies, traveling, spending time with my family and our dog....
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- SIE
- Series 63
- CPA
- Series 66
- +41 subjects