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Vanderbilt MS Finance, Series 65 - Finance, Investments, Modeling
Adam M.

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Hourly Rate: $30
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About Adam

Bio

I recently earned my Master of Science in Finance from Vanderbilt University's Owen Graduate School of Management. I completed my Bachelor of Science in Finance at Western Kentucky University, where I graduated magna cum laude with a 3.79 GPA and finished the CFP(R) Board Registered Education program, which is the educational requirement for the Certified Financial Planner certification. I hold the Series 65, Series 63, and SIE securities licenses, and my graduate coursework includes...

I recently earned my Master of Science in Finance from Vanderbilt University's Owen Graduate School of Management. I completed my Bachelor of Science in Finance at Western Kentucky University, where I graduated magna cum laude with a 3.79 GPA and finished the CFP(R) Board Registered Education program, which is the educational requirement for the Certified Financial Planner certification. I hold the Series 65, Series 63, and SIE securities licenses, and my graduate coursework includes corporate valuation, hedge funds and institutional investing, financial reporting, bond markets, risk management, and financial modeling. I am also highly proficient in Excel, including VBA, advanced array formulas, and LAMBDA functions, and I served as team captain for Vanderbilt's nationally ranked entry in the Microsoft Excel Collegiate Challenge.
For more than four years I have worked one on one with students and adults on finance and money management. At Western Kentucky University's Center for Financial Success, I served as a financial coach for sixty-four individual clients, ranging from undergraduates working through finance coursework to adults navigating budgeting, debt, and retirement decisions. I also led financial literacy outreach to more than eight hundred military veterans, which sharpened my ability to translate dense technical material for audiences without finance backgrounds. As a US Army veteran and former Sergeant, I take a patient, structured approach and meet students where they are.
I tutor finance, investments, corporate finance, financial modeling, personal finance, and Excel, along with SIE, Series 63, and Series 65 exam preparation. My approach is to work problems alongside the student rather than lecture, to build intuition before formulas, and to use real market examples so concepts stick. I support undergraduate and graduate coursework, adult learners returning to finance topics, and professionals studying for securities exams. Lessons are conducted online.

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Education

Western Kentucky University
Finance
Vanderbilt University
Masters

Policies

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Approved Subjects

ASVAB

ASVAB

I scored an 83 on the ASVAB and served in the US Army as a Combat Engineer, reaching Sergeant (E-5) as the youngest sergeant in a 1,200-person battalion. I tutor all four AFQT sections (Arithmetic Reasoning, Word Knowledge, Paragraph Comprehension, Mathematics Knowledge) as well as the line scores that gate specific MOS fields. Beyond the test itself, I am happy to talk through what military life actually looks like, how to think about branch and MOS selection, and the practical steps of working with a recruiter. Lessons can be compressed into a focused sprint before a test date or stretched across a longer prep window.
Business

Business

I bring a Vanderbilt MS Finance education and a magna cum laude BS in Finance from Western Kentucky University, with graduate coursework spanning corporate valuation, financial modeling, financial reporting, risk management, hedge funds, bond markets, and the global economy. I can support undergraduate and MBA-level work across most core business subjects: corporate finance, valuation, investments, and negotiation, along with case-based strategy and business communication assignments. My tutoring style is built around working through real problems rather than rereading slides, which is how I earned strong grades myself and how I coached more than 60 clients during my undergraduate role at the WKU Center for Financial Success. Tell me the course, the textbook, and the upcoming assessment, and I will tailor the session to exactly what you need to master.
Interview Prep

Interview Prep

Over the past two years I have prepared for and completed interviews at top finance firms including Goldman Sachs Personal Wealth, Vanguard, Dimensional Fund Advisors, Cornerstone Research, and Cambridge Associates, and I reached the third round for a Total Return Fixed Income quant analyst role at Guggenheim Partners. I have built detailed interview prep frameworks covering behavioral, technical, and case-based questions across wealth management, investment management, quant research, economic consulting, and corporate FP&A. I coach students on structuring STAR responses, walking through a resume confidently, valuation and modeling technicals, fit and culture questions, and the closing-question strategy that often decides borderline candidates. As a US Army veteran and former noncommissioned officer, I am especially effective at helping career-changers, veterans, and first-generation students translate non-traditional backgrounds into compelling finance and business narratives.
Series 63

Series 63

I have personally passed the Series 63 and know the rhythm of its 65-question, 75-minute format, where a single misread word in a fact pattern is often the difference between a pass and a fail. My instruction centers on the Uniform Securities Act framework that drives the exam: definitions (security, broker-dealer, agent, investment adviser, investment adviser representative), state registration requirements and exemptions, fraudulent and prohibited practices, and ethical obligations to clients. The 63 rewards careful definition work and disciplined elimination of close-call distractors, so my sessions lean heavily on rule-based question drills and short, repeated review of the high-frequency trap concepts. I am happy to compress the material into a focused two-to-three week sprint or stretch it across a longer plan if you are pairing it with the SIE or Series 65.
Series 65

Series 65

I passed the Series 65 in April 2026 after working through the full Kaplan curriculum, so I am familiar with the most common prep materials and where their question banks differ in difficulty from the actual NASAA exam. The 65 is a 130-question, three-hour test that demands real fluency across four areas: economic factors and business information, investment vehicle characteristics, client investment recommendations and strategies, and laws, regulations, and ethics. I am particularly strong on the portfolio theory and client recommendation sections, which is where many candidates lose the most points, and I can also help you work through the math-heavy questions involving present value, yield, and risk-adjusted return metrics. My approach is to diagnose your weakest content area first, drill it until practice scores stabilize, and then transition into full-length timed exams to build endurance.
SIE Exam (Securities)

SIE Exam (Securities)

I have personally passed the SIE exam and built a strong command of all four content domains: knowledge of capital markets, understanding products and their risks, trading customers and accounts, and the overarching regulatory framework. I followed the SIE with the Series 63 and Series 65, which reinforced and extended the same body of material, so I can explain why concepts appear on the exam rather than just what the right answer is. My tutoring approach is heavy on practice questions and timed sets, because the SIE rewards pattern recognition and quick elimination of distractors more than rote memorization. I am happy to build a study plan around your test date, whether you are three weeks out or three months out, and to focus extra time on the domains where your practice scores are weakest.
English
Finance
Linear Algebra
Microeconomics
Microsoft Excel
Probability
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Hourly Rate: $30
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