Garth S. - Tutor
FINRA (SIE, 6, 7, 63, 65, 66, 24) and CFP, CRPC, ChFC Expert
(340)
Hourly Fee: $195
Location: Charlotte, NC
Travel Radius: 20 miles
In-person + Online
Email Garth S.
Your first hour with any tutor is always 100% refundable!Personal Statement
I am a CERTIFIED FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently, I manage a team of CFP professionals at Vanguard who provide financial planning to retail and institutional clients. Previously, I managed several sales team at T. Rowe Price. Also, I am the founder and lead tutor at Stefan Solutions, a comprehensive tutoring firm. Check us out at StefanSolution.comI will help you master the most challenging content and i...
Reviews
Garth is extremely knowledgeable and is able to explain things in ways that I could understand. He broke down the concepts and was extremely patient!!!
I would highly recommend!!
- Amy O. from Wellesley Hills, MA
We discussed clearing and introducing firms as well as annuities and suitability. He has helped me in those areas and I am able to see improvements. I look forward to meeting with him again soon.
- Matt N. from Amesbury, MA
Garth is an incredible tutor for the Series 7. He is patient, very good at explaining, and helped build up my confidence to pass the exam on the first try! Garth really helped break down complex topics (options, margin, etc.) into easy to understand and remember ways. I would definitely recommend hiring Garth for anyone taking the Series 7. I could not have passed without his help.
- Rachel G. from Fair Lawn, NJ
I met with Garth a couple of times, and thanks to him I was able to focus on items that I was struggling with while studying for the S7!
Thank you Garth for giving me the tools to succeed!
- Jacob L. from New Orleans, LA
Garth is great as always- very patient, great at breaking down a lot of information into simple & memorable concepts.
- Kelly R. from Roanoke, VA
Garth is very knowledgeable, good at pinpointing areas that need more work, and very adept at explaining things in basic terms and building from there. A really great coach.
- Cooper B. from New York, NY
Garth is patient, explains the concepts well, cbs pivot across all the series 7 material, comes prepared with questions to go through together and gave me tips/tricks I could walk away with for exam day. Highly recommended.
- TARA M. from Boston, MA
Really liked how thoroughly he explained concepts. He was very patient and helpful when I was stuck on a concept or question. The time I spent with him was very valuable to my studying process.
- Owen W. from Chicago, IL
Garth helped me get prepared for the SIE Exam and I would not have felt nearly as confident to pass it if he had not helped me. Definitely would recommend for anyone who needs help in any FINRA Exams.
- Jeremy A. from Wyckoff, NJ
He?s efficient with his time, goes at a great pace, never makes you feel dumb, and makes everything easier. He?s such a good tutor maybe the best I?ve had, can?t recommend him enough!
- Hana P. from Encinitas, CA
I am studying for my securities licenses. Options and Bond calculations were giving me a lot of trouble, but Garth simplified the process for me and gave me tools I can easily remember to understand and answer the questions. I feel a lot more confident than I did before working with him!
- Dannel C. from Grand Prairie, TX
Garth knowledgeable about investment banking (Sericeous 7) and made it easy by bringing real life examples. I highly recommending him for other people who is studying for this exam.
- Teddy L. from Anaheim, CA
Good for basic information and navigation of tools for SIE when using Kaplan materials to study. Also had knowledge of other study materials. Responsive, professional.
- Patti T. from Lewisville, TX
Garth did a great job through our Series 7 review sessions with simplifying everything, especially the rough topics (options, margin accounts, municipal bonds). He made everything a lot easier to remember and it became fun to learn. I failed the Series 7 exam my first try, and then made sure to hire Garth as my tutor, and then passed the other day because of his help. If anyone ever asked me about a top notch Series 7 tutor, he would be THE person to recommend without hesitation!
- Matthew O. from South Plainfield, NJ
Garth has a clear understanding and way to explain the material. He offers helpful hints and tips, and can work with you on the topics you are struggling with. There is no judgement. He utilizes the time you have together wisely.
- Brigette G. from Jarbidge, NV
I can't thank Garth enough, as my job depended on passing the S7. I did not pass the S7 on my first attempt, but was able to succeed the second time, with the help of Garth. Specifically, he helped me to understand Options/Options Math, Long/Short Accounts and Margins Math, and Balance/Income Sheet math. I do not think I would have passed without his tutoring. I had been provided help through work, but still did not understand the concepts. Garth was extremely knowledgeable, and able to break the information down in a way that I was able to comprehend, and understand it. He also provided tips and tricks to remembering certain formulas. I am beyond grateful!
-Adrian
- Adrian D. from Oxford, PA
Garth was really patient with me and helped me pass the series 7 exam! I definitely recommend him for anyone who is struggling with the series 7. Garth explained things in an easy way to help me understand.
- JORGE C. from Cicero, IL
Garth is a great tutor, and explain things thoroughly and in great detail. I recommend him to anybody studying the series 7. Great person, very nice and has great energy!
- James C. from Winnetka, IL
We covered a lot in just one session. Very prompt to respond. Lots of the exam taking skills sharing. Will continue to hire.
- Ally C. from Atlanta, GA
Garth was exceptional in helping me prepare for my Series 6. He helped walk me through concepts so that I understood them fully rather than just memorizing questions on a practice quiz. I feel extremely confident going into my exam and will definitely be using Garth in the future.
- Justin W. from Boston, MA
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