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Rueben M.

FINRA, NASAA, and NFA exams

FINRA, NASAA, and NFA exams

$150/hour

5.0 (31 ratings)

  • 198 hours tutoring

About Rueben

Bio

I have trained and privately tutored people for financial industry exams for over 20 years. I am comfortable providing tutoring for the Series 3, 4, 9/10, 11, 24, 53, 55, 63, 65, 66, and 79 exams. Unfortunately, most books that are available for the exams are not easy to understand. With the methods that I use, people can answer questions more efficiently. If students are not sure where they need help, I would review practice questions with them to clarify what areas need improvement.

In...

I have trained and privately tutored people for financial industry exams for over 20 years. I am comfortable providing tutoring for the Series 3, 4, 9/10, 11, 24, 53, 55, 63, 65, 66, and 79 exams. Unfortunately, most books that are available for the exams are not easy to understand. With the methods that I use, people can answer questions more efficiently. If students are not sure where they need help, I would review practice questions with them to clarify what areas need improvement.

In addition, some students need help on learning all of the information required to pass the exams. My method of teaching makes logical sense assuming that students know nothing before they work with me. I would tell students what to work on in between sessions and be able to pass the exam in reasonable time. If you are interested, I look forward to working with you.

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Education

University of Chicago
Applied Mathematics

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Subjects

Business

Series 63,

Series 63

I have trained and tutored people for over 20 years on the Series 63. I am a partner of a stockbroker training institute. When training people for the Series 63, I emphasize that the wording of the questions can be extremely tricky although there is not much information on the exam. I focus on the differences between broker-dealers and investment advisers, agents and investment adviser representatives, as well as exempt securities versus exempt transactions. Once students understand these critical differences, they have a much better opportunity of answering questions precisely.
Series 7

Series 7

I have trained and tutored people for over 20 years on the Series 7. I am a partner of a stockbroker training institute. There is a tremendous amount of information that may be tested on the Series 7 exam. Most people require assistance on learning about bonds and options. I usually offer much simpler techniques in answering questions correctly on those subjects. In addition, I can offer people assistance on how to answer questions regarding stop and limit orders, margin, securities analysis, and investment banking. I also can clarify the many rules and regulations students have to learn. Most importantly, many students need training on how to improve test taking skills. Many students come in taking the test without financial background or having experience in taking standardized exams. I offer students approaches on how to recognize what is most important in each question in order for them to understand what the questions are asking for.

Test Preparation

Series 63,

Series 63

I have trained and tutored people for over 20 years on the Series 63. I am a partner of a stockbroker training institute. When training people for the Series 63, I emphasize that the wording of the questions can be extremely tricky although there is not much information on the exam. I focus on the differences between broker-dealers and investment advisers, agents and investment adviser representatives, as well as exempt securities versus exempt transactions. Once students understand these critical differences, they have a much better opportunity of answering questions precisely.
Series 7

Series 7

I have trained and tutored people for over 20 years on the Series 7. I am a partner of a stockbroker training institute. There is a tremendous amount of information that may be tested on the Series 7 exam. Most people require assistance on learning about bonds and options. I usually offer much simpler techniques in answering questions correctly on those subjects. In addition, I can offer people assistance on how to answer questions regarding stop and limit orders, margin, securities analysis, and investment banking. I also can clarify the many rules and regulations students have to learn. Most importantly, many students need training on how to improve test taking skills. Many students come in taking the test without financial background or having experience in taking standardized exams. I offer students approaches on how to recognize what is most important in each question in order for them to understand what the questions are asking for.

Examples of Expertise

Rueben has provided examples of their subject expertise by answering 3 questions submitted by students on Wyzant’s Ask an Expert.

See all of Rueben ’s answers ›

Ratings and Reviews

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5.0 (31 ratings)
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Reviews

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All reviews convenient knowledgeable effective excellent highly recommend

Knowledgeable tutor with very clear and concise ways to remember things!

Rueben worked with me on options. I am not sure I could have gotten through it w/o him! I'm super thankful for his time, patience and clear understanding of the product and best way to learn them.

Amanda, 3 lessons with Rueben

Rueben M. Series 7 Savant!

Rueben M. was a massive help an invaluable resource in helping me pass my Series 7 exam. He simplified concepts that seemed much more complex when reading about them from the textbook. He is very patient and he uses the time allotted very efficiently.

Mark, 2 lessons with Rueben

Most effective tutor I've ever had.

I had the pleasure of working with Rueben on both my Series 7 and 66. I am a horrible test taker, and using only STC, I failed both exams on my first attempts. It was a nightmare. Even after one tutoring session, my practice scores increased dramatically. Rueben answered every question in detail and made sure that I understood before moving on. He is patient, encouraging, and extremely knowledgable. I found that other tutors were condescending and yet did not have nearly as much expertise. It was clearly worth every penny because I finally passed both exams! Thank you so much Rueben!!

Chloe, 3 lessons with Rueben

Excellent Series 3 Tutor

Excellent command of the material and an effective communicator; would highly recommend for series 3...experienced knowledgable - came to me - convenient and credible

Faris, 7 lessons with Rueben
Contact Rueben

Response time: 2 hours

$150/hour

Rueben M.'s Photo

Rueben M.

$150/hour

  • No subscriptions or upfront payments

  • Only pay for the time you need

  • Find the right fit, or your first hour is free

Contact Rueben

Response time: 2 hours