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UBS Associate | Experienced Tutor | MBA + MS Finance
Joe L.

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Hourly Rate: $80
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Response time: 12 hours

About Joe

Bio

I'm a Registered Client Service Associate at UBS with over three years of experience working with complex financial instruments, portfolio analysis, and capital markets. Prior to UBS, I gained investment banking experience at Barclays, one of the world's leading global financial institutions. My hands-on Wall Street background brings real-world perspective into every tutoring session, helping students connect classroom concepts to how finance actually works in practice.

I hold an MBA and...

I'm a Registered Client Service Associate at UBS with over three years of experience working with complex financial instruments, portfolio analysis, and capital markets. Prior to UBS, I gained investment banking experience at Barclays, one of the world's leading global financial institutions. My hands-on Wall Street background brings real-world perspective into every tutoring session, helping students connect classroom concepts to how finance actually works in practice.

I hold an MBA and MS in Finance from Northeastern University, and a BS in Business Administration with a concentration in Finance from Monmouth University. I am Series 7 and Series 66 licensed, giving me firsthand knowledge of the exam structure, content, and strategy needed to succeed on these tests.

With over five years of tutoring experience spanning K-12 students, college students, and working adults, I bring range and flexibility to meet learners exactly where they are. My subject expertise extends beyond finance to include SAT, ACT, and GRE test prep, statistics, Excel and financial modeling, psychology, writing and essay composition, and Spanish.

My approach is personalized and results driven. I work one on one with each student to identify weak areas and build a study plan tailored to their goals. In finance, I specialize in the Series 7, Series 66, and CFA exams, plus MBA level coursework and investment concepts. Beyond finance, I bring the same structured, diagnostic approach to every subject, whether that's SAT Math, essay writing, or statistical analysis.

Whether you're a college student tackling corporate finance, a professional pursuing licensure, a high schooler preparing for a major exam, or simply looking for support across a range of subjects, I will give you the tools and confidence to succeed.

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Education

Monmouth University
Finance
Northeastern University
MBA
Northeastern University
Masters

Additional Languages

Spanish

Policies

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Approved Subjects

ACT English

ACT English

I bring solid, direct experience to ACT tutoring, having tutored the exam across its core sections, including ACT Science, where I help students navigate data interpretation, scientific reasoning, and the fast-paced format that section demands. My background includes an MBA and MS in Finance from Northeastern University, which reinforces the quantitative and analytical reasoning skills essential to the ACT's Math section, along with strong experience in reading comprehension and writing instruction that supports the English and Reading sections. I take a diagnostic approach with every student, starting by identifying exactly where they're losing points, whether that's pacing, a specific content gap, or a particular question type, and then building a targeted study plan around those areas. My goal is to help students build both the content mastery and the timing strategy needed to perform confidently across all four sections of the exam.
Algebra 1

Algebra 1

I tutor math across a range of levels, from foundational algebra and geometry through more advanced material like SAT Math and GRE Quantitative Reasoning, which gives me a clear sense of how the skills students build now set them up for what comes later. For Algebra 1, I focus on making sure core concepts like solving equations, working with functions, and understanding graphing are genuinely understood rather than just memorized as steps, since those fundamentals show up again and again in more advanced math. For Geometry, I cover everything from basic properties and proofs to transformations, area and volume, and coordinate geometry, always tying concepts back to visual, intuitive explanations so they stick. My goal is to build both competence and confidence, especially for students who grasp material quickly but benefit from structure and consistency to keep progressing smoothly.
Algebra 2

Algebra 2

I bring strong, well-rounded qualifications to teaching Algebra 2. I have direct experience tutoring algebra, giving me a solid foundation in the core concepts Algebra 2 builds on, including functions, equations, and problem-solving strategies. My background also includes tutoring SAT Math, which regularly draws on Algebra 2 level content, so I'm well-versed in how these concepts are tested and applied in real academic contexts. Beyond my tutoring experience, my MBA and MS in Finance from Northeastern University required rigorous quantitative coursework, and my day-to-day work in finance depends on strong algebraic and analytical reasoning, giving me a practical, real-world lens I bring into every lesson. I focus on breaking down complex algebraic concepts into clear, manageable steps, helping students build both the skills and the confidence to tackle increasingly challenging material.
AMC (Competition math)

AMC (Competition math)

I competed in AMC and AIME-level math competitions during my own schooling, so I have firsthand experience with the specific style of creative, non-routine problem-solving these competitions demand — very different from standard coursework math, which tends to reward memorized procedures rather than flexible thinking. That competition background is reinforced by a strong overall quantitative foundation, including an MBA, MS in Finance, and experience tutoring quantitative reasoning for standardized tests, which sharpened my ability to break down complex problems and communicate reasoning clearly. I focus sessions on building the pattern-recognition and strategic thinking that AMC problems reward — knowing which technique to reach for and why, not just grinding through practice sets — since that's usually what separates a strong AMC score from a mediocre one. I tailor sessions to a student's specific target (AMC 10/12 qualification, AIME advancement, or general competition math skill-building) rather than a generic review.
Business

Business

I bring a combination of formal graduate business education, real-world financial services experience, and over five years of hands-on tutoring experience to business tutoring, holding an MBA and MS in Finance along with FINRA Series 7 and Series 66 licenses. My professional background spans wealth management at a major financial institution, where I support high-net-worth client portfolios, as well as prior experience in risk management at a global bank, giving me a practical, applied perspective on finance, economics, and business strategy topics that goes beyond textbook theory. Over the past five years, I have tutored students across a wide range of business topics and levels, from undergraduate coursework to MBA-level material, giving me a deep, proven track record of helping students genuinely understand and succeed with challenging business concepts. I specialize in breaking down complex quantitative and business topics, from financial statement analysis to market fundamentals, into clear, structured explanations tailored to each student's specific gaps. Whether a student needs help with core business coursework, case-based problem-solving, or exam preparation, I draw on both my extensive tutoring experience and my real-world financial services background to focus sessions on the areas that will move the needle most, rather than generic review.
Career Development

Career Development

My career spans multiple roles and transitions within the financial services industry — from risk management at a global bank to compliance, investment operations, and now wealth management at a major firm — giving me firsthand experience navigating career changes, professional growth, and industry-specific job searches. Beyond my own career path, I've directly helped others with practical career development work, including resume tailoring, LinkedIn profile optimization, and interview and application preparation for competitive opportunities like internships and full-time roles. I bring a structured, results-oriented approach to career coaching, helping students clarify their goals, position their experience effectively, and build materials and strategies that actually get noticed by employers. Whether someone is exploring a career change, preparing for their first job search, or trying to advance within their current field, I tailor sessions to their specific industry, goals, and where they currently stand in the process.
Chemistry

Chemistry

I have experience teaching both chemistry and geometry, and I take a practical, question-driven approach to Regents prep in particular. Rather than reviewing material broadly, I like to start with a student's actual past exam or practice questions to identify exactly where the misunderstandings are, then build focused review around those specific gaps. For chemistry, I'm comfortable working through core Regents topics like stoichiometry, atomic structure, and equilibrium, and for geometry, I can cover everything from proofs and transformations to coordinate geometry and area/volume problems. My goal with retakes especially is to make the review efficient and targeted, since students in that position usually don't need to relearn everything, just shore up the handful of topics that cost them points the first time.
Ecology

Ecology

I've tutored ecology previously, with specific experience in forest mensuration, alongside a formal background in ecology from my college coursework. This means I'm comfortable helping students work through both the conceptual foundations of ecology and the more technical, applied side of the field — measurement techniques, sampling methods, and how those tools are used to study forest systems in practice. Whether a student needs help with coursework, fieldwork applications, or general ecological concepts, I can tailor sessions to build both understanding and practical skill.
Elementary Math

Elementary Math

I've been teaching elementary math for seven years, working with young students on building the foundational skills — number sense, arithmetic, fractions, word problems — that everything later in math depends on. My focus is on making sure a child truly understands a concept rather than just memorizing steps, using patient, encouraging instruction that meets each student at their level. Over that time, I've helped students go from anxious or frustrated with math to genuinely comfortable and confident with it, closing gaps early so they're set up to succeed as material gets more advanced in the years ahead.
English

English

I have several years of experience teaching English and ESOL, having worked with students on reading, writing, comprehension, and everyday language skills across a variety of levels and needs. Whether the goal is building general English proficiency, improving reading and writing, or focusing on conversation and fluency, I tailor each session to what will actually move the needle for that student, rather than using a one-size-fits-all approach.
ESL/ESOL

ESL/ESOL

I have been teaching ESOL for years, working with adult learners at a range of proficiency levels to build stronger, more confident spoken and written English. My approach is patient and personalized, adapting to how each student learns best, whether that means focused pronunciation practice, conversational fluency building, or grammar and vocabulary development. Over the years, my students have made real, measurable progress, gaining the confidence to communicate more naturally in everyday, academic, and professional settings.
Essay Writing

Essay Writing

I've tutored essay writing for more than three years, covering a mix of GRE Analytical Writing, college application essays, and general academic essays. This range has given me a strong sense of how to adapt my approach depending on the goal — whether it's building a persuasive argument under timed conditions for the GRE, crafting a compelling personal narrative for a college application, or structuring a clear, well-supported academic essay. I focus on the fundamentals that make any essay work: clear thesis development, logical organization, strong evidence, and concise, polished prose. I work closely with students through outlining, drafting, and revision so they leave with both a stronger essay and better writing habits overall.
Executive Functioning

Executive Functioning

I've spent over 5 years helping students strengthen executive functioning skills, including study scheduling and test prep planning, organization and task management, and time management under deadlines. Much of this experience comes through my work tutoring GRE and other test prep, where students often need as much help structuring their study process as they do with content itself. I also draw on strong personal executive functioning skills developed through my own professional life — balancing an MBA, CFP coursework, and client-facing work — to model practical, sustainable systems rather than generic advice. My goal is to help students build habits and routines they can rely on well beyond our sessions together.
Finance

Finance

I have professional experience in the financial services industry, helping clients understand investment principles, retirement planning, and personal finance concepts. I specialize in breaking down complex financial topics—including financial statements, valuation, markets, risk management, and portfolio management—into clear, easy-to-understand lessons. My tutoring is tailored to each student's goals, whether they're preparing for exams, improving classroom performance, or building practical financial knowledge. I focus on strengthening analytical thinking, problem-solving skills, and confidence so students can apply finance concepts successfully in both academic and real-world settings.
Financial Accounting

Financial Accounting

I've been tutoring accounting for several years, working with students at different stages of their studies to build a strong foundation in both the concepts and the mechanics of the subject. My background includes an MBA and MS in Finance from Northeastern University, along with current professional experience in financial services, where I work hands-on with financial statements, valuation, and reporting concepts on a daily basis. This combination of academic training and real-world application allows me to not just walk students through problem sets, but to explain the "why" behind accounting principles — helping them build the kind of intuition that carries through an entire semester and beyond, rather than just getting them through the next assignment.
Geometry

Geometry

I bring solid, practical qualifications to teaching geometry. I've tutored the Geometry Regents specifically before, giving me hands-on experience with core geometric concepts, including proofs, theorems, formulas, and the problem-solving strategies students need to succeed both in the classroom and on standardized assessments. My background also includes tutoring SAT Math, which regularly draws on geometry concepts, reinforcing my ability to teach the subject across different academic contexts and testing formats. I focus on breaking down geometric reasoning into clear, logical steps, helping students build both the conceptual understanding and the confidence to work through increasingly complex problems on their own.
GMAT

GMAT

I help students strengthen the quantitative reasoning, problem-solving, and critical thinking skills tested on the GMAT. My tutoring focuses on breaking down challenging concepts into manageable steps, teaching effective test-taking strategies, and building confidence through targeted practice. I tailor each session to a student's strengths and areas for improvement, ensuring they develop both accuracy and speed. My goal is to help students approach the GMAT with a structured plan and the skills needed to maximize their performance.
GRE

GRE

I hold an MBA and MS in Finance from Northeastern University, along with Series 7 and Series 66 licenses, and currently work as a Registered Client Service Associate at UBS supporting wealth management teams. My quantitative background is strong across algebra, data interpretation, and applied math — the exact areas GRE Quant tests. I’ve tutored finance and GRE math for several years, including recent work helping a graduate student build Excel-based problem sets and structured session plans for a finance course. I focus on breaking down problems step-by-step and building strategies for working quickly and accurately under time pressure, which is especially useful for GRE-style questions.
Handwriting

Handwriting

I've been teaching handwriting for years, helping students build both proper letter formation and the fine motor consistency needed for legible, fluid writing. I take a patient, step-by-step approach, starting with the fundamentals and gradually building toward smoother, more natural penmanship, whether the focus is print or cursive. I tailor my pace to each student, since handwriting is as much about muscle memory and repetition as it is about technique, and I've helped multiple students go from struggling with the basics to writing confidently and legibly.
High School Placement Test

High School Placement Test

I've tutored high school placement test prep for more than three years, and I bring additional experience from related standardized exams like the ISEE and GRE, which reinforces the same core reasoning, verbal, and quantitative skills these tests assess. This range gives me a strong sense of question patterns, timing strategy, and the foundational skills students need across the different sections — verbal reasoning, quantitative reasoning, reading comprehension, and math achievement. I use a structured, diagnostic approach, starting with practice assessments to pinpoint exactly where a student needs the most support, then building targeted study plans from there. My goal is to help students walk into test day feeling calm, prepared, and confident rather than overwhelmed.
Interview Prep

Interview Prep

I've coached students through interview prep for more than three years, covering a mix of internships and entry-level roles, finance industry-specific interviews, and general professional interviews across industries. I work as a Registered Client Service Associate at UBS, which gives me direct, current insight into how finance-industry hiring and interviews actually work, on top of an MBA and MS in Finance. I help students prepare through mock interviews, refining how they tell their story, structuring clear and confident answers to behavioral and technical questions, and building the kind of poise that comes from real practice rather than memorized scripts. My goal is to leave students feeling genuinely prepared and confident walking into the real thing, not just rehearsed.
ISEE

ISEE

I've tutored ISEE writing for more than three years, and I bring additional experience from tutoring other standardized test writing sections, like the GRE essay, which reinforces many of the same timed-writing and structured-argument skills. This background gives me a strong sense of what admissions readers and test scorers are looking for: a clear thesis, logical organization, and well-developed supporting examples, all produced efficiently under time pressure. I work with students on outlining quickly, building a persuasive structure, and refining their prose so it reads clearly and confidently within the ISEE's time constraints. My approach focuses on building repeatable habits so students feel prepared and calm going into test day, not just familiar with one practice essay.
Legal Writing

Legal Writing

I've written compliance and risk management documentation professionally for more than five years, including roles at both UBS and Barclays, giving me hands-on experience with the precise, structured writing style legal and regulatory contexts demand. This work required clarity, careful attention to language, and an ability to make complex regulatory concepts understandable and defensible on paper. I hold Series 7 and Series 66 licenses along with an MBA and MS in Finance, credentials that reinforce a disciplined, detail-oriented approach to written work. I help students develop the same precision and structure in their own legal writing, focusing on clear argumentation, proper formatting, and airtight logic.
Literature

Literature

I bring six years of experience teaching reading and writing, working with both elementary school students and ESOL students on building strong foundational literacy skills. This background has given me a deep understanding of how to meet students where they are, whether that means helping a young reader build fluency and comprehension or supporting an English language learner in developing confidence with grammar, vocabulary, and written expression. I focus on close reading, thoughtful discussion, and clear, structured writing instruction, adapting my approach to each student's specific needs and goals. That experience has translated into consistent growth for my students, helping them become more capable, confident readers and writers.
Logic

Logic

I've spent 6+ years tutoring GRE test prep, with a strong emphasis on analytical reasoning and logic-based question types, giving me deep, hands-on experience breaking down formal logical structures for students. This includes working through conditional reasoning, syllogisms, and pattern-based logic problems, and teaching students repeatable frameworks rather than one-off tricks. I hold an MBA and MS in Finance, degrees that demand rigorous logical and analytical thinking, which reinforces my ability to explain reasoning clearly and systematically. I focus on helping students build genuine logical intuition so they can apply it confidently across new and unfamiliar problems, not just memorized patterns.
Macroeconomics

Macroeconomics

I've been teaching macroeconomics for several years, helping students build a strong grasp of core concepts like GDP, inflation, monetary and fiscal policy, and how these forces interact in the real economy. My teaching is grounded in real-world professional experience — I currently work in financial services, where I engage with markets, economic trends, and their practical implications on a daily basis. This combination of teaching experience and hands-on industry perspective allows me to go beyond the textbook, helping students connect economic theory to how it actually plays out in markets and policy, which is especially valuable for students working toward research, exams, or a deeper analytical understanding of the subject.
MBA

MBA

I hold an MBA and MS in Finance from Northeastern University, giving me direct, firsthand familiarity with the coursework, case-study methodology, and quantitative rigor that MBA programs demand. My professional background in wealth management, combined with prior experience in risk management at a global bank, means I can connect core MBA subjects, corporate finance, financial statement analysis, economics, and strategy, to how they're actually applied in real business and investment decisions, not just how they appear in a textbook. I also hold FINRA Series 7 and Series 66 licenses, which reflects the same level of technical fluency in markets and financial analysis that underpins much of the MBA finance curriculum. I tailor each session to a student's specific program, coursework, or exam requirements, focusing on the concepts most likely to matter for their grades or objectives rather than generic review.
Microsoft Excel

Microsoft Excel

I use Excel daily in my role at UBS as a Registered Client Service Associate, where I work with financial data, reporting, and analysis on a regular basis. My hands-on experience goes beyond the basics — I regularly build and troubleshoot PivotTables, VLOOKUP/XLOOKUP formulas, and other lookup and reference functions as part of my day-to-day work. I've tutored Excel before, helping students and professionals move from foundational skills to more advanced, practical applications like financial modeling. I tailor lessons around real, relevant data whenever possible rather than generic exercises, so what you learn translates directly to your job or coursework. Whether you're just starting out with spreadsheets or working toward more advanced skills like dynamic formulas, data analysis, or financial modeling, I can meet you at your level and build a plan around your specific goals.
Microsoft Word

Microsoft Word

I use Microsoft Word daily in my professional work and have tutored the subject for years, helping students go from basic document formatting up through more advanced features like styles, templates, outline mode, track changes, and mail merge. I tailor each session to what the student actually needs, whether that's a general refresher, help with a specific ongoing project, or building more efficient workflows for regular use.
Physics

Physics

I've been tutoring physics for years, helping students build a strong conceptual foundation in mechanics, energy, and the other core topics that AP Physics builds on. I focus on making sure students truly understand the underlying concepts rather than just memorizing formulas, which sets them up for success as the material gets more advanced. I've worked with multiple students who've gone on to succeed in the course, and I tailor my approach to each student's pace and learning style.
Praxis

Praxis

I have direct experience tutoring students for the Praxis exam, building on a broader background in standardized test preparation, including GRE quantitative and verbal reasoning tutoring. This experience gives me a strong sense of how standardized tests are structured, the common traps they set for test-takers, and effective strategies for working through reading, writing, and math sections efficiently under time pressure. I focus each session on identifying a student's specific weak areas — whether that's a particular content area, pacing under time constraints, or specific question types — rather than reviewing all material equally, since targeted practice is almost always more effective than generic review. I tailor my approach to each student's target score, timeline, and current skill level to build an efficient, focused study plan.
Prealgebra

Prealgebra

I have a strong foundation in math tutoring that spans from foundational to advanced levels, including my work tutoring GRE Quantitative Reasoning and SAT Math, both of which require a solid command of the core skills Pre-Algebra builds, like working with fractions, ratios, exponents, and basic equations. Because I regularly tutor these more advanced levels, I have a clear sense of where students typically develop gaps early on that cause trouble later, so I focus on making sure those fundamentals are genuinely solid rather than just memorized. I like to break concepts down step by step and connect them to concrete examples, so students understand the "why" behind each rule rather than just following steps mechanically. My goal is to help students build both competence and confidence in math early, so they're set up well for algebra and beyond.
Public Speaking

Public Speaking

I have formal public speaking training through Toastmasters and debate, including 4 years of experience teaching debate, giving me structured, hands-on experience with the core skills that make someone an effective speaker: clear organization, confident delivery, vocal control, and the ability to think and respond persuasively on the spot. This background means I understand both the technical fundamentals of strong speaking (pacing, tone, body language, structuring an argument) and the practical strategies for managing nerves and building genuine confidence in front of an audience. I tailor coaching to each student's specific goals, whether that's preparing for a class presentation, a debate competition, a professional speech, or simply becoming more comfortable speaking in front of others. My focus is on concrete, actionable feedback in each session, so a student leaves with specific things to work on rather than just general encouragement.
Reading

Reading

I have experience tutoring younger students in both reading and writing, along with a strong background in composition and formal study in writing more broadly. When working with early readers, I focus on building genuine confidence alongside skill, since kids who feel behind often need encouragement just as much as instruction. I like to meet students where they are, using engaging, appropriately leveled material rather than material that feels like a test, so reading starts to feel achievable and even enjoyable rather than stressful. I also make sure to check in regularly with parents and, when appropriate, teachers, so sessions stay aligned with what's actually needed for the classroom and any outside practice reinforces real progress rather than just busywork.
Regents

Regents

I have direct experience tutoring students for New York State Regents exams across multiple subject areas, giving me firsthand familiarity with the specific format, question types, and content emphasis each exam tests. I focus on building genuine mastery of the underlying material rather than last-minute cramming, since a strong grasp of fundamentals carries students through both the exam itself and any related coursework. My approach includes reviewing past Regents exams and released questions to identify patterns in how material is tested, working through practice problems under realistic time constraints, and targeting each student's specific weak areas rather than reviewing everything equally. I tailor sessions to whichever Regents exam a student is preparing for and where they currently stand, whether that means building foundational understanding well ahead of the test date or focused review and practice closer to exam time.
SAT Math

SAT Math

I bring a strong track record to SAT tutoring, having helped many students achieve high scores and build the confidence they need heading into the college admissions process. My experience spans both the Math, Reading, and Writing sections, including the Digital SAT format and its Desmos-based Advanced Math questions, so I can support students no matter which version of the test they're taking. Alongside my tutoring work, I'm a Registered Client Service Associate at UBS, holding Series 7 and Series 66 licenses, which reflects the same discipline, precision, and analytical thinking I bring to every tutoring session. I take a personalized approach with each student, identifying exactly where they're losing points and building a targeted plan to help them reach their goals with confidence.
SAT Reading

SAT Reading

I've been tutoring the SAT for years, working with students across all sections to build both stronger fundamentals and effective test-taking strategy. I tailor my approach to each student's specific gaps, whether that's timing, content mastery, or test anxiety, and I've helped students make real, measurable score gains heading into test day.
Series 3

Series 3

I bring 2 years of experience teaching Series 3 exam material, combined with hands-on futures trading and work experience that gives me practical, real-world familiarity with commodity futures, contract mechanics, and market dynamics that go beyond textbook theory alone. This background is complemented by my broader securities licensing (Series 7 and 66) and finance education, which gives me a strong foundation in regulatory concepts, market structure, and financial products more generally. Over these two years, I've helped students work through Series 3 study material, build practical intuition for how futures and commodities markets actually function, and connect exam concepts to real trading context, developing a clear sense of where students commonly struggle and how to address those gaps effectively.
Series 6

Series 6

I hold an active FINRA Series 7 license, which covers a broader range of securities products than the Series 6, including the same investment company products and variable contracts — mutual funds, variable annuities, and unit investment trusts — that the Series 6 exam focuses on specifically. I apply this product knowledge daily in my professional role in wealth management, giving me practical, real-world context for how these products actually work for clients, not just textbook definitions. I focus sessions on the specific areas students preparing for the Series 6 tend to find challenging — distinguishing between different investment company structures, understanding variable annuity mechanics, and navigating the regulatory framework around these products — tailored to the narrower scope the Series 6 exam actually tests, rather than the full breadth of the Series 7. I adjust each session to a student's specific weak points and exam timeline for efficient, targeted preparation.
Series 63

Series 63

I hold an active FINRA Series 66 license, which combines the same state securities law content tested on the Series 63 exam with additional investment adviser regulation material — meaning I've been directly tested on the core subject matter the Series 63 covers, including state-level securities registration requirements, prohibited business practices, and administrative rules. I apply this same regulatory knowledge daily in my professional role in wealth management, which gives me practical, real-world context for concepts that can otherwise feel dry or overly technical when studied purely from test-prep materials. I focus sessions on the areas students most often find confusing — distinguishing state-level requirements from federal ones, and recognizing the specific fact patterns state law questions tend to test — rather than re-covering all material equally. I tailor each session to a student's specific weak points and exam timeline, since most Series 63 candidates benefit more from targeted reinforcement than a ground-up review.
Series 65

Series 65

I hold an active FINRA Series 66 license, which combines the same investment adviser law content tested on the Series 65 exam with additional state securities regulation material — meaning I've been directly tested on the core subject matter the Series 65 covers, including investment adviser fiduciary duty, ethical practices, and regulatory requirements. I apply this same knowledge daily in my professional role in wealth management, giving me practical, real-world grounding for concepts that can otherwise feel abstract when studied purely from test-prep materials. I focus sessions on the specific areas students tend to find difficult — fiduciary versus suitability standards, state-level regulatory nuances, and efficient strategies for the exam's question format — rather than re-covering all material equally. I tailor each session to a student's specific weak points and exam timeline, since most Series 65 candidates benefit more from targeted reinforcement than a ground-up review.
Series 66

Series 66

I hold an active FINRA Series 66 license, which combines the Uniform Combined State Law examination's coverage of both investment adviser and securities agent regulation — meaning I've mastered the full breadth of material the exam tests, including state securities regulations, ethical practices, and investment adviser fiduciary standards. I use this same knowledge daily in my professional role in wealth management, which gives me practical, real-world context for concepts that can otherwise feel abstract or overly technical when studied from a textbook alone. I focus sessions on the areas students most commonly struggle with — distinguishing between similarly worded regulatory concepts, understanding fiduciary versus suitability standards, and building efficient strategies for the exam's question format — rather than just re-covering the full material equally. I tailor each session to a student's specific weak points, since most people preparing for the Series 66 already have some securities background and need targeted reinforcement rather than a ground-up review.
Series 7

Series 7

I've tutored the Series 57 myself for two years now. In my day-to-day work as a Client Service Associate at UBS, I handle futures and commodities business regularly, which gives me practical, real-world context for the kind of trading and market concepts the Series 57 covers, not just textbook theory. That combination lets me connect exam material to how things actually work in practice, which helps concepts stick in a way rote memorization doesn't.
SIE Exam (Securities)

SIE Exam (Securities)

I've passed the SIE and hold active FINRA Series 7 and Series 66 licenses, which means I've mastered not only the foundational material the SIE exam covers, but also the more advanced securities and regulatory knowledge built on top of it — giving me a strong command of the exam's core topics, including securities products, market structure, regulatory bodies, and industry rules and practices. My day-to-day work in wealth management means I use this same foundational knowledge in a real, applied setting, which helps me connect exam concepts to practical, real-world context rather than just rote memorization. I focus sessions on the areas most students find trickiest — distinguishing between similarly worded regulatory concepts, understanding how different securities and account types work, and building strategies for tackling the exam's multiple-choice format efficiently. I tailor each session to a student's specific weak areas rather than a generic review, since the SIE covers a broad base of material and most students benefit far more from targeted practice than from re-covering everything equally.
Spanish

Spanish

I'm fluent in Spanish and studied it formally in college, which gives me a strong foundation in both the grammar and the cultural context that makes a language actually usable in conversation, not just on paper. I have experience tutoring Spanish across different levels and ages, so I'm comfortable adjusting pace and material depending on where a student is starting from. My approach focuses on building practical, conversational confidence early on, alongside the grammar fundamentals that support it, so students feel like they can actually use what they're learning rather than just memorizing rules. I also enjoy working with adult learners specifically, since motivation and real-world application, like travel, family, or daily conversation, often make lessons feel more purposeful and help concepts stick faster.
Statistics

Statistics

I have experience tutoring a wide range of subjects and grade levels, including statistics, which I work with regularly both in my tutoring and in my day-to-day work. This gives me a solid foundation for whatever mix of material shows up in a summer packet, whether that's general math, statistics, reading, writing, or a combination of subjects. Rather than just helping a student rush through the pages, I like to make sure they actually understand the material as we go, since that tends to make the transition back into the school year noticeably smoother. I'm comfortable adapting to whatever structure works best, whether that's tackling the packet in one steady session or breaking it into a few shorter meetings leading up to the deadline, and my goal is to keep sessions productive and low-stress so the packet gets done well without feeling like a battle.
Tax Accounting

Tax Accounting

My background includes formal tax and accounting coursework completed as part of my MBA and MS in Finance, giving me a solid grounding in core accounting principles, financial statement analysis, and foundational tax concepts. This is reinforced by my professional experience in wealth management, where tax-aware financial planning and investment strategy are a regular part of client work, giving me practical exposure to how tax concepts apply in real financial decision-making. I'm well-suited to help students build a strong foundation in tax accounting coursework — understanding core principles, working through problem sets, and connecting classroom concepts to real-world application. I should note I don't hold a CPA or EA license, so I'm best positioned to support coursework and foundational learning rather than professional-level tax preparation or credential exam prep.
ACT Math
ACT Reading
ACT Science
Biochemistry
Biology
Calculus
Differential Equations
Elementary Science
GED
Grammar
Linear Algebra
Managerial Accounting
Microbiology
Microsoft PowerPoint
Phonics
Physiology
Precalculus
Probability
Proofreading
PSAT
Psychology
Spelling
SPSS
Study Skills
TOEFL
Trigonometry
Vocabulary
Writing
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Response time: 12 hours
Hourly Rate: $80
Response time: 12 hours
Contact Joe