Your Questions, Answered

  • I specialize in securities licensing exam prep, including the SIE (Securities Industry Essentials), Series 7, Series 63, Series 65, and Series 82. Whether you're brand new to the industry or retaking an exam, sessions are tailored to your specific test.

  • No. I work with complete beginners as well as industry professionals brushing up before a retake. Every session is built around where you currently stand, not a fixed curriculum.

  • Sessions are one-on-one and held virtually over video call. We'll work through concepts, practice questions, and problem areas specific to your exam and your intake form responses — no generic, one-size-fits-all lecture.

  • Sessions run 60 minutes. Package and single-session options are available depending on how much support you need.

  • It depends on your background, timeline, and target test date. Many students see strong results with a handful of focused sessions; others prefer ongoing weekly support leading up to test day. Please fill out the contact form and we can set up a plan before you purchase a plan.

  • All sales are final. If you need to reschedule, I only ask for at least 24 hours' notice — see the cancellation policy below.

  • Yes. Just give at least 24 hours' notice and I'll get you rebooked at no extra cost. Cancellations with less notice may forfeit the session — see full policy for details.

  • Sessions are primarily one-on-one to keep the focus entirely on you, but group or firm-based training may be available on request — reach out to discuss.

  • Email me anytime at seriessherpa@gmail.com — I typically respond within 24 hours.