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Accounting Graduate & Finance Professional | Helping Students Mas
Jonathan H.

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Hourly Rate: $20
Response time: 8 hours

About Jonathan


Bio

I hold a Bachelor’s degree in Business Administration with a specialization in Accounting from Davenport University, as well as a Master’s degree in Accounting with a specialization in Taxation from Western Governors University. My academic background provided strong training in financial accounting, managerial accounting, taxation, and finance concepts. In addition, I have passed the Securities Industry Essentials (SIE) exam, which reflects my knowledge of financial markets and industry...

I hold a Bachelor’s degree in Business Administration with a specialization in Accounting from Davenport University, as well as a Master’s degree in Accounting with a specialization in Taxation from Western Governors University. My academic background provided strong training in financial accounting, managerial accounting, taxation, and finance concepts. In addition, I have passed the Securities Industry Essentials (SIE) exam, which reflects my knowledge of financial markets and industry regulations.

While my formal tutoring experience is limited, I enjoy helping others understand complex financial and accounting concepts. My approach focuses on breaking down difficult topics into simple, clear steps and connecting concepts to practical examples whenever possible. I aim to create a supportive environment where students feel comfortable asking questions and building confidence in the material.

My teaching experience has primarily been in informal one-on-one settings helping family members understand basic financial and accounting concepts. In my professional role building a financial practice, I also regularly explain financial concepts and strategies to clients in a clear and approachable way. These experiences have helped me develop patience and the ability to simplify complex topics. My goal as a tutor is to help students build confidence and develop a strong understanding of accounting and finance concepts.


Policies


Schedule

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Approved Subjects

Series 6

Series 6

I passed the FINRA Series 6 exam and specialize in helping students prepare with clear, personalized instruction tailored to their learning style. My lessons focus on the concepts most heavily tested, including mutual funds, variable annuities, investment company products, retirement plans, customer accounts, and FINRA regulations. Rather than relying on memorization, I help students build a strong understanding of the material so they can apply key concepts with confidence. Whether you're taking the Series 6 for the first time or need additional support before exam day, I'm committed to helping you prepare efficiently and successfully.
Series 63

Series 63

I passed the FINRA Series 63 exam and specialize in helping students prepare with clear, personalized instruction tailored to their learning style. My lessons focus on the concepts most heavily tested, including the Uniform Securities Act, registration requirements, fiduciary responsibilities, ethical standards, and prohibited practices. Rather than relying on memorization, I help students build a strong understanding of the material so they can apply key concepts with confidence. Whether you're taking the Series 63 for the first time or need additional support before exam day, I'm committed to helping you prepare efficiently and successfully.
SIE Exam (Securities)

SIE Exam (Securities)

I have successfully passed the Securities Industry Essentials (SIE) exam, demonstrating a strong understanding of the fundamentals of the securities industry, financial markets, and regulatory structure. My background in accounting and finance has provided me with a solid foundation in many of the concepts covered on the exam. I am comfortable explaining topics such as market structure, investment products, and industry regulations in a clear and straightforward way. My goal is to help students understand the material, build confidence, and feel prepared going into the exam.
Algebra 1
Finance
Financial Accounting
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Response time: 8 hours
Hourly Rate: $20
Response time: 8 hours
Contact Jonathan