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FINRA Series 7, 66 and SIE Tutor -- Columbia University graduate
Matthew L.

5.0 (24 ratings)

66 hours tutoring

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $200
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About Matthew

Bio

I am a Columbia University graduate with active FINRA Series 3, 7, 55 and 63 licenses, all exams were taken once, and I passed with superb scores. I specialize full time in tutoring the FINRA SIE, Series 7, and 66 exams.

After graduating Columbia I started work at a Futures trading firm and acquired my NFA Series 3 license. In addition to constructing intra / inter commodity derivative trading spreads, and hedging oil refinery risk, I always found it so rewarding to help my fellow...

I am a Columbia University graduate with active FINRA Series 3, 7, 55 and 63 licenses, all exams were taken once, and I passed with superb scores. I specialize full time in tutoring the FINRA SIE, Series 7, and 66 exams.

After graduating Columbia I started work at a Futures trading firm and acquired my NFA Series 3 license. In addition to constructing intra / inter commodity derivative trading spreads, and hedging oil refinery risk, I always found it so rewarding to help my fellow colleagues who were in the process of studying for their exams. I found out that I not only had a special talent to adjust my teaching methodology to individual students and their needs, but that I received enormous joy seeing my colleagues (students) grow and succeed due to my help.

I worked on Wall Street for another four years and acquired my FINRA Series 7, 55, and 63 licenses before I decided to make full time tutoring FINRA examinations a reality. I could not be any happier.

The greatest fulfillment I get in this business is to see my students literally transform into confident, upright, test takers, and discard the shell of fear and indecision.

I’m a true believer in that positive thoughts make positive things happen. My focus is to put a student’s fears at ease, giving them a structure that has proven 400+ students to date to pass the FINRA Series 7 exam. My plan is to help you achieve this not by memorizing formulas, and lists, but to understand the underlying concepts that govern the topics in the Series 7 exam. This has profound results as conceptual thinking sticks.

I have tutored students for all the major bulge bracket firms and wirehouses; namely, Merrill Lynch, Goldman Sachs, Morgan Stanley, Deutsche Bank, UBS, Blackrock, Jane Street, Jeffries, Wells Fargo, etc. I have also tutored many students from small Wall Street B/Ds.

A recent highlight was when I tutored the Series 7 and 63 exams to the creator of distressed debt trading for a win when the industry decided regulation was needed. He had 30+

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Education

Columbia University
Political Science

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Approved Subjects

Series 63

Series 63

I am an Ivy League graduate and scored 90% on the FINRA Series 63. I took the exam "before" I took my Series 7 to show future employers just how serious I was. I always tell my students that the 63 deserves the same respect that the 7 receives. You will get clarifications and explanations that are easily digestible. More importantly, they stick with the student, because I focus on approaching the question with real world examples, and break it down conceptually. If you know the concept, reaching the destination becomes a matter of course rather than an arduous trek through the land of wrote memorization. My most recent student scored a 90% on his 63 in March. Come join me and let's get you ready for the exam and propel your career!
Series 66

Series 66

I have been tutoring the FINRA Series 66 exam for the past six years with excellent results. My primary clients are from J.P. Morgan, Merril Lynch, Wells Fargo and many of the major wirehouses located on Wall Street in NYC. I am especially skilled at planning, realistic, workable strategies, while maintaining life balance. I have worked with fresh college graduates, single mothers, and established financial professionals out of the exam game for many years. I would estimate that at least 70% of my current client base take me on for the Series 66, after taking their 7. I have tutored four students in the past two months on the 66 from Fidelity, Merrill Lynch, and Morgan Stanley. If you are interested in results, coupled with life balance please give me a message through Wyzant and I would be delighted to provide you with that win you need and deserve.
Series 7

Series 7

I am a Columbia University graduate with active FINRA Series 3, 7, 55 and 63 licenses, all exams taken once, passing with superb grades. I scored 90% on the Series 7. The Series 7 exam is a difficult test of both your knowledge and your stamina. You've got to pass or your brokerage firm hire means nothing. Here's how we can make that recent hire or promotion mean something. A proven, structured program, adapted to fit your needs, whether all-encompassing or only for that "one section" you just can't seem to master. As much theory as you need, as many practice tests and questions as you can handle, with clarifications and explanations so that you know the material. More importantly, the concept-based teaching methods I employ stick with the student, because I focus on approaching the question with real world examples, and break it down conceptually. If you know the concept, reaching the destination becomes a matter of course rather than an arduous trek through the land of wrote memorization. Be ready to work! Be ready to learn!
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Ratings and Reviews

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5.0 (24 ratings)
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Reviews

Very knowledgeable

Matthew is able to break down the most complex subjects into easy understandable parts. Matt will also provide detailed notes that are extremely useful when reviewing more complex subjects such as options. Overall Matt's Ivy league education and work experience in the financial industry make him a very capable tutor!

Donald, 6 lessons with Matthew

Excelkebt

So far we are very pleased with Mathew he is bright attentive and on target with his teaching ! He is energetic and motivated and has crafted an excellent program to help us succeed on the series seven exam

Eric, 2 lessons with Matthew

Knowledgeable and patient.

Extremely knowledgeable and helpful. Made complex concepts easy to understand and apply. He was very accommodating with my varied schedule. Has exceeded my expectations as a tutor.

Gary, 2 lessons with Matthew

Knowledgeable and very helpful.

First session with Matthew went really He was eager to help me succeed with what I struggled most with Series 7 which is Options. He made sure I understand the Basics first before moving on to complex topics. I can't wait for our second session this week.

Yanneza, 2 lessons with Matthew

Extremely knowledgeable about finance

Matthew is polite, intelligent and very reliable. I feel as though I have learned a lot even after our first lesson. I am excited to do my homework and look forward to our next session.

Helen, 1 lesson with Matthew

Exceptional tutor - Everything you could ask for and more; Series 7 top-off

For anyone out there looking for tutor that actually cares and is passionate about the information they are teaching you, Matt is the man. Through the 5-6 sessions we've had, Matt has been able to reprogram that way I approach each question, and to really interpret the information in a way that has helped me increase my scores exponentially. Throughout each session Matt has reassured me that I will pass, and that has really helped my confidence. Reading the questions out loud and then explaining to him how I think about the question versus how he analyzes it really makes a huge difference in the memorization of key concepts. 100% satisfied, and was one of the best investments I've made for my future.

Matthew, 6 lessons with Matthew

Awesome Lesson

Matt put a lot of focus on the concepts that ground much of the series 7 as we did practice questions together which was really helpful. I already feel better about the exam!

Diarra, 2 lessons with Matthew
Hourly Rate: $200
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