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Jose A.

Financial Services Investment Professional

Financial Services Investment Professional

$55/hour

  • 44 hours tutoring

About Jose


Bio

As a securities industry professional, I teach the importance of key curriculum requirements for real world challenges.

I have many years experience developing and coaching adult learners and understand the essence of a quality approach to learning. With a Master's in Organizational Leadership, Six Sigma Black Belt Certificate, and all required financial advisor licenses within the securities industry: Licenses (i.e. SIE - SECURITIES INDUSTRY ESSENTIALS; Series 7 GENERAL SECURITIES REP;...

As a securities industry professional, I teach the importance of key curriculum requirements for real world challenges.

I have many years experience developing and coaching adult learners and understand the essence of a quality approach to learning. With a Master's in Organizational Leadership, Six Sigma Black Belt Certificate, and all required financial advisor licenses within the securities industry: Licenses (i.e. SIE - SECURITIES INDUSTRY ESSENTIALS; Series 7 GENERAL SECURITIES REP; Series 63 UNIFORM SECURITIES AGENT STATE LAW; Series 65 UNIFORM INVESTMENT ADVISER LAW; Florida 2-15 LIFE HEALTH AND VARIABLE ANNUITIES); I can truly understand the need my students have for developing an understanding of the material.

My test preparation qualification are real life experiences. As a Financial Advisor, I have completed each test for each lesson I tutor.

I serve from the heart and commit to serving my students. I truly understand the sacrifices they endure to better their lives.

If your serious about getting to the next level within your career, and are committed to making a difference. I encourage you to contact me for more details on how to schedule the lessons that can help you reach that goal.


Education

Florida International University
Business Adm.
Nova Southeastern University
Masters

Policies

  • Hourly Rate: $55
  • Rate details: Group rates are discounted at special pricing.
  • Lesson cancellation: 24 hours notice required
  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Subjects

Business

Business,

Business

As a Senior Business Consultant, my responsibilities were to analyze the complex issues/challenges facing the organization with a focus to drive comprehensive development and/or business strategies to achieve desired results within leadership, sales, operations, compliance, and risk management training programs.
Public Speaking,

Public Speaking

I have exceptional communication, presentation, and leadership skills. As a corporate trainer, I understand the dynamics of public speaking and how to capture the audience. I would love to have the opportunity to lecture/speak on the subject of Leadership/management.
Series 6,

Series 6

As a registered Financial Advisor/Planner, I deal with clients requesting to purchase mutual funds, variable annuities and insurance. I've also been an instructor/trainer for a number of years.
Series 63,

Series 63

As a Registered Financial Advisor, I've had to take the Series 63 license exam and hope to coach others and/or help them understand the knowledge and understanding of state law and regulations. This exam is very important as it is required for individuals soliciting the purchase or sale of securities products, such as mutual funds, variable annuities, stocks, or bonds within a state. If you are serious about passing the Series 63 exam, it would truly be a pleasure to assist.
Series 65

Series 65

As a Registered Financial Advisor, I've had to take the Series 65 license exam and hope to coach others and/or help them understand the knowledge and understanding of the Investment Advisers Law Exam. If you need help with your study program and are serious about passing the Series 65 exam, it would truly be a pleasure to assist.

Corporate Training

Business,

Business

As a Senior Business Consultant, my responsibilities were to analyze the complex issues/challenges facing the organization with a focus to drive comprehensive development and/or business strategies to achieve desired results within leadership, sales, operations, compliance, and risk management training programs.
Public Speaking

Public Speaking

I have exceptional communication, presentation, and leadership skills. As a corporate trainer, I understand the dynamics of public speaking and how to capture the audience. I would love to have the opportunity to lecture/speak on the subject of Leadership/management.

English

Public Speaking

Public Speaking

I have exceptional communication, presentation, and leadership skills. As a corporate trainer, I understand the dynamics of public speaking and how to capture the audience. I would love to have the opportunity to lecture/speak on the subject of Leadership/management.

Test Preparation

Series 6,

Series 6

As a registered Financial Advisor/Planner, I deal with clients requesting to purchase mutual funds, variable annuities and insurance. I've also been an instructor/trainer for a number of years.
Series 63,

Series 63

As a Registered Financial Advisor, I've had to take the Series 63 license exam and hope to coach others and/or help them understand the knowledge and understanding of state law and regulations. This exam is very important as it is required for individuals soliciting the purchase or sale of securities products, such as mutual funds, variable annuities, stocks, or bonds within a state. If you are serious about passing the Series 63 exam, it would truly be a pleasure to assist.
Series 65

Series 65

As a Registered Financial Advisor, I've had to take the Series 65 license exam and hope to coach others and/or help them understand the knowledge and understanding of the Investment Advisers Law Exam. If you need help with your study program and are serious about passing the Series 65 exam, it would truly be a pleasure to assist.

Examples of Expertise


Jose has provided examples of their subject expertise by answering 1 question submitted by students on Wyzant’s Ask an Expert.

Ratings and Reviews


Rating

5.0 (29 ratings)
5 star
(29)
4 star
(0)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

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All reviews

Great Tutor

Jose is an excellent tutor, he was really nice and easy to understand the material . He was a tremendous help to be prepare for my test . I would highly recommend him to anyone

Francisco, 1 lesson with Jose

Excellent approach on reading the material.

I definitely like Jose's approach. He really shows you how to break down the entire paragraph of what you are reading to grab what you need from it. He shows you how to come away with what they are trying to teach you. I wasn't approaching my studies the way he taught me. I am going to move forward with his method and have every confidence that this will help me.

Andrew, 1 lesson with Jose

Great Tutor

I came to Jose for assistance on a particular topic in preparation for my Series 65. In the brief amount of time we had together he was able to make a concept that I had struggled with for months make sense! Really appreciative for his assistance and would recommend him to any professional in need of assistance in preparation for a licensing exam.

Acie, 2 lessons with Jose

Knowledgeable Tutor

Jose does a great job of breaking down the material. He listened and gave me a strategy to conquer the understanding of the material. Gives great testing tips. Great experience with Jose.

Nicolas, 3 lessons with Jose
Tutor responded:

Thank you Nicolas for your feedback. The concepts I taught you definitely provided the skills to get you to the next level, however, without your perseverance, motivation, and eagerness to achieve success, the amazing results you are experiencing would not be true. You have the WILL to make the impossible, possible... Keep up the great work!

An absolute GODSEND!

I was cramming for the SIE after weeks of self-studying and not making progress on Kaplan QBank scores and am a general anxious test taker. I reached out to Jose and we did a 2 hour session which put me at ease as he taught me 'how to study.' My QBank scores went up along with my confidence to continue more self study. I did one final session with Jose on the day of my exam to ease my nerves and review some information I felt rusty on. I was so excited to pass and so thankful for Jose making studying and exams not so scary - I now eager to move forward in my career and not let certifications and exams stand in my way . Thank you Jose!

Lauren, 2 lessons with Jose
Tutor responded:

Thank you Lauren for such a nice feedback. You made my day with your comments... This is why I do what I do in making a difference in someone else's life. I remember my struggles, and how difficult it was for me to move forward in becoming a Financial Advisor. God has granted me the opportunity to show others now. I truly feel blessed to be able to be their for others within their journey.

Great at breaking things down!

Jose is great! Knows his stuff and takes the time to make sure you understand the important pieces of the test. He taught me a few trick to help me stay on track and not get overwhelmed.

Ian, 2 lessons with Jose
Tutor responded:

Thank you Ian for the kinds words. You are going to be an amazing Financial Advisor. Keep up the hard work and be dedicated. It's an amazing experience!

Great Tutor, very knowledgeable

Jose is a great tutor, I have been struggling with passing the SIE, and Jose gave me strategies that will help me to be successful with this course. He his very patient and knowledgeable with his strategies on how he tutors. Thank you

Maureen, 2 lessons with Jose
Tutor responded:

Thank you Maureen for your feedback. We all have our challenges learning. However, with the right approach, and the determination to WIN, we WILL succeed. Keep moving forward!

great teacher

This was my first class and I like it a lot! I’m glad the teacher Speaks Spanish too! I feel more confident now ...i can’t wait for the next class!

Valeria, 4 lessons with Jose
Tutor responded:

Thank you Valeria for your comments. It was a true pleasure to assist you within your own native language. Feel free to reach out anytime.

great teacher

This was my first class and I like it a lot! I’m glad the teacher Speaks Spanish too! I feel more confident now ...i can’t wait for the next class!

Valeria, 4 lessons with Jose

great teacher

This was my first class and I like it a lot! I’m glad the teacher Speaks Spanish too! I feel more confident now ...i can’t wait for the next class!

Valeria, 4 lessons with Jose
Contact Jose

Response time: 45 minutes

$55/hour

Jose A.'s Photo

Jose A.

$55/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Jose

Response time: 45 minutes