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Over 10 tutoring hours

Michael S.

Hoboken, NJ

$50/hour

Financial Services Tutor- Series 7, 55, 63

5.0 average from 7 ratings
Knowledgeable and patient
— Lisa, Long Beach, CA on 7/14/16

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Stony Brook University
Finance

Education

Stony Brook University (Finance)

About Michael

As a new tutor here on Wyzant, I aim to assist young professionals accomplish their career goals. I spend my days as a Trader for an Investment Management Firm and have current work experience at a competitive Broker-Dealer firm dealing with stocks, bonds, equities, international trades and more. After graduating from Stony Brook University with my Bachelor's in Business Administration and a concentration in Finance, I began to work at a Wall Street firm. It was there that I was constantly exposed to the importance of certifications and licensing exams that I saw some of my peers struggle to pass. The exams are difficult, but very necessary for a successful career in Finance.

Throughout undergraduate and as a young professional I have helped many of my colleagues and peers succeed in college courses and prepare for exams such as the Series 7, 63, 55. The key to my tutoring is understanding that everybody has a different way of learning. I will spend ample time with my student understanding their current grasp on the material and through problems and notes assure they see steady improvement. The trick to these exams is getting into a certain mindset, and way of thinking which is what I am here to help my students do.

What I love about tutoring these subjects is that I believe many of these difficult steps are crucial ones to a successful business career. I myself went through a lot of this fairly recently and can relate to my students. I want them to feel the excitement when they begin to realize that they can do great on these exams and further their career.

I myself am FINRA Certified for the Series 7, 63 and 55. I know the effort and dedication necessary to pass the examinations and will not stop until I believe my students have a good grasp on the material. I have a deep knowledge not only in the test taking aspect but am able to encourage my student's by showing them how they will apply these questions to real life scenarios.

Working in Finance also requires Excel fluency. I have helped many people better grasp the many functions of Excel and work through examples with them on how to use Excel for business functions and data analysis.

I want to take my drive and passion for Business and use it to help other young professionals reach their career goals. I am understanding of the difficulties and challenges one may face throughout the process, but will remain a steady tutor and mentor as needed until my student is confident in their abilities to succeed.

I hope you feel free to contact me for your tutoring needs, and any other subjects you feel are closely related. I will work relentlessly with my students finding a unique tutoring style for each one to predict the best success.
As a new tutor here on Wyzant, I aim to assist young professionals accomplish their career goals. I spend my days as a Trader for an Investment Management Firm and have current work experience at a competitive Broker-Dealer firm dealing with stocks, bonds, equities, international Read more

Policies
Cancellation
24 hours notice required

Please contact me for any questions on the rate. May be negotiable.

Travel Radius
Travels within 20 miles of Hoboken, NJ 07030

"Knowledgeable and patient"

- Lisa, Long Beach, CA on 7/14/16
Math:
Elementary Math, Prealgebra
Test Preparation:
Career Development, Common Core, Series 63,
Series 7
Computer:
Microsoft Excel
Elementary Education:
Common Core, Elementary (K-6th), Elementary Math
Business:
Business,
Career Development, Finance, Microsoft Excel
Sports/Recreation:
Baseball, Football

Approved subjects are in bold.

Approved subjects

In most cases, tutors gain approval in a subject by passing a proficiency exam. For some subject areas, like music and art, tutors submit written requests to demonstrate their proficiency to potential students. If a tutor is interested but not yet approved in a subject, the subject will appear in non-bold font. Tutors need to be approved in a subject prior to beginning lessons.

Business

I graduated from Stony Brook University with a degree in Business Administration and a concentration in Finance. Throughout my undergraduate career I took a wide array of courses that I excelled in covering the many aspects of Business Administration and Management. I went on to work at a Broker-Dealer firm on Wall Street as an International Operations Specialist and will soon be starting as a Trader at an Investment Management firm. I am now also aiming towards my CFA, which will further my business depth. I am dedicated, and experienced with helping fellow peers and colleagues study not only course material but for state examinations and licenses. I have seen great success in my students, and help them relate all these scenarios to a real life example and how this would impact the market or their client. I am patient, dedicated and have ample materials I share and use with my students to achieve success.

Series 63

After receiving my undergraduate degree in Finance, I started to intern and eventually work for nearly 2 years at Broker-Dealer firm. That is where I was first exposed to the importance of FINRA exams such as the 63. After a lot of my own studying and figuring out the best way to go about such an exam, I have picked up many skills, tips and tricks that I have since used to help others with these examinations. The series 63, the Uniformed Securities Agent state law test is a critical step to ones financial career. I have personal and tutoring experience with the material presented on this exam and will strive to ensure my student's success and understanding of the material.

Series 7

The Series 7 exam was the first FINRA exam I took in my career. I spent countless hours studying for the material and eventually grasped it with a great grade. I know the ways students should focus and practice for such an exam and have seen great success in my students I have helped pass this exam. As a finance professional working with trades and securities I have had to use a lot of the knowledge tested on the Series 7 in my career and day to day activities at a wall street firm. I believe this helps me give my students perspective on real life aspects of the material being covered, keeping them engaged, interested and constantly learning.

Stony Brook University
Finance

Education

Stony Brook University (Finance)

Knowledgeable and patient — Michael is a great tutor. He is excellent at explaining the concepts in a clear and concise manner I can understand. In addition to learning the material for the test he is also giving me invaluable tips on HOW to take the test. I'm very happy with Michael's tutoring. ...

— Lisa, Long Beach, CA on 7/14/16

Hourly rate

Standard Hourly Rate: $50.00

Cancellation: 24 hours notice required

Please contact me for any questions on the rate. May be negotiable.

Travel policy

Michael will travel within 20 miles of Hoboken, NJ 07030.