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Jose A.

5 STAR RATING Financial Services Tutor!

5 STAR RATING Financial Services Tutor!

$65/hour

  • 170 hours tutoring

About Jose


Bio

As a securities industry professional, I teach the importance of key curriculum requirements for real world challenges. As you can see within a perfect 5 STAR ratings, my coaching style has made a true difference for many of my students. If you are truly committed, my gift to you is a PASSING score!

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...

As a securities industry professional, I teach the importance of key curriculum requirements for real world challenges. As you can see within a perfect 5 STAR ratings, my coaching style has made a true difference for many of my students. If you are truly committed, my gift to you is a PASSING score!

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/Planner 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: $65
  • 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 (107 ratings)
5 star
(106)
4 star
(0)
3 star
(1)
2 star
(0)
1 star
(0)

Reviews

Show reviews that mention

All reviews

Awesome help, very patient

Jose is awesome as a tutor. As I am slow to understand and comprehend topics, Jose will give real life examples and situations to help you understand the topic. He is very easy-going and gives great tips to help gain the knowledge you need for your tests!

Patrick, 3 lessons with Jose

a tutor for Success

Jose helped me with Studying for my Series 65 exam. not only was he fully knowledgeable on the Series 65 material but he was also very well informed on test taking and how the exam was setup. he taught me how to read carefully and acknowledge what was important in the text. and most importantly he taught me a great routine to practice at home to better understand concepts and questions. I highly Recommend Jose as a tutor he really makes it an effort for you to understand these concepts and even encourages for you to follow up with him outside of tutoring sessions.

Daniel, 2 lessons with Jose

Knowledgeable & understanding

Jose is very knowledge and understanding of the material and the frustrations that come with studying for this exam. He has walked me through a great strategy moving forward. Highly recommend Jose!

Daniela, 1 lesson with Jose

Strategic and Positive Tutor

Jose has an excellent background an a real “method” to breakdown the study techniques necessary to tackle the Series 65. He is also very accessible and encouraging. I definitely feel more confident under his guidance.

Katherine, 3 lessons with Jose

Awesome tutor!

Jose is very patient and can explain things so it is understandable. He is helping me with a business mathematics class and is very knowledgeable. With his assistance, I will pass my class.

Lisa, 5 lessons with Jose
Tutor responded:

Thank you Lisa for your review. I will definitely partner with you as your coach to reach success!

Great explanations

I worked with Jose on going over my checkpoint quizzes today from there we looked at how I study the sections along with how I am using his methods to answer the questions and continue from there.

Tim, 9 lessons with Jose
Tutor responded:

You are an amazing student! Thank you for your outstanding work and contribution to the WINN!

Renewed self esteem

I messaged Jose because I felt helpless. I do not come from a finance background and did not understand how to approach the material at all. Jose showed me strategies on how to study which has renewed confidence in my self. If you are reading this and feel lost, confused, overwhelmed, and do not know where to begin with the material like I was. I highly recommend Jose. He will show you the light and free you from self doubt that will allow you to succeed.

Travis, 15 lessons with Jose

Very thorough and knowledgeable!

Jose helped me to understand the best way to approach my studying and shared detailed techniques. I am grateful he put me on the right path to pass! I recommend Jose'!

Val, 2 lessons with Jose
Tutor responded:

Thank you Val for your feedback! It is truly a pleasure to work with you. I thank you for providing me the opportunity to help you through this season!

Great explanations

I worked with Jose on unit 32 today from there we looked at how I study the sections along with how I am using his methods to answer the questions and continue from there.

Tim, 9 lessons with Jose
Tutor responded:

Amazing results Tim. Can’t believe how you are pushing through the materials and achieving such high scores while working full time!

Contact Jose

Response time: 52 minutes

$65/hour

Jose A.'s Photo

Jose A.

$65/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: 52 minutes