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ie: 33635 or Tampa, FL

Michelle H.


Patient and experienced series 6, SIE,7,63,65,66,7, Life Ins

New York, NY 10003


Member since:05/2017

Rates from $95 to $115

I can perfom tutoring:

  • On-line
  • In-home
  • Group

Will travel up to 15 miles

Additional Policies:

Cancellations without a 24 hour notification will incur a $50 cancellation fee.

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About Me

Experience Summary

Specific to the series 6,7 (SIE) 57, 65 and 66, I have 17 years experience as a tutor; 17 years as a Wall Street portfolio manager; Executive coach and university professor of finance; Passed all required securities licensure exams, 7,66 and insurance; manage a consultancy that provides change management, financial analysis and STRESS MANAGEMENT; Two master degrees,1 in counseling,1 in business; Ph.D.(c) with concentrations in organization psychology and business management; Consult in the areas of public speaking, writing and business development; Honest, patient, professional and thorough with an excellent sense of humor! I am heavily invested in the success of my students and consulting clients!

Teaching Style

My teaching style is conversational and structured for the individual. I'll simultaneously show you how to work with tight time constraints while tutoring you on how to pass your exam.

My Hobbies

My hobbies include playing pool, strength training and volunteerism for literacy, animal rights and the empowerment of women in corporate America. I mentor youth in the areas of entrepreneurship, self motivation and self confidence.

Other Comments

I utilize professional techniques, such as stress management, as well as the importance of a work / life balance. A career in the financial services industry is very stressful and provokes anxiety while preparing for securities exams. Stress and anxiety exacerbates and compounds when under pressure, particularly if your career is on the line. As a financial expert and clinical counselor, I'm committed to empowering my students to be in control of their lives and achieve their goals. This process can be instrumental in the learning and retention curve while preparing for securities exams.


Type Level Year Title Issued By
Degree Masters 1996 Master of Science in Clinical Me... Long Island University
Degree Masters 1998 Executive Master Degree in Business CUNY
Other CFP 2012 Certified Financial Planning Cou... Kaplan
Certification Series 7 2000 Licensed Financial Representaive FINRA
Certification Series 66 2001 Uniformed Combined State Law Exa... NASAA

Subject Commentary

All Subjects I Tutor

  • Business
  • Communications
  • Continuing Education
  • Economics
  • English
  • Finance
  • Grammar
  • Marketing
  • Psychology
  • Reading
  • Reading Comprehension
  • SERIES 7
  • Sociology
  • Speaking
  • Test Preparation
  • Writing