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Financial Pro Specializing in Securities Trading and Exam Prep Skills
Jack C.

118 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $150

About Jack


Bio

I have tutored many individuals over the years in finance, construction and project management. I am very patient and present materials in a concise and logical manner. I keep up with current trends and professional requirements. If you are looking for someone who cares about your success and wants to see you learn and progress - I'm that kind of instructor.

I have twenty years of experience as a PMP in construction, finance and digital marketing. I hold PMP certification am a Scrum Master...

I have tutored many individuals over the years in finance, construction and project management. I am very patient and present materials in a concise and logical manner. I keep up with current trends and professional requirements. If you are looking for someone who cares about your success and wants to see you learn and progress - I'm that kind of instructor.

I have twenty years of experience as a PMP in construction, finance and digital marketing. I hold PMP certification am a Scrum Master and hold Lean Six Sigma Black Belt. I am also a licensed real estate broker and a licensed contractor. I have previously held NASD Series 7, 63 and 65 as well as resident producer license I am extremely patient and organized and have tutored many individuals to exam and professional life success.

I am a freelance consultant and as a result, my schedule is flexible to meet the specific needs of student requiring tutoring.


Education

University of Guelph (Canada)
Economics and Business
  • Licensed teacher

Policies


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Approved Subjects

Business

Business

Worked with several IT startups over the last 10 years and lead them from concept to thriving entities on sound financial footing. I’ve led teams from three to 30 people; I treat people decently, can work with anyone, and am good at crafting narratives that motivate and lead to success.
Finance

Finance

With a degree in economics and business, coupled with extensive experience in capital markets, I bring solid education and experience to the learning environment. I have been involved with virtually every type of security traded and have deep knowledge of finance and financial statement analysis.
Project Management

Project Management

I have extensive experience in project management and finance and have managed projects of various sizes and complexities. I hold PMP certification and Scrum Master certification along with real estate and contracting licenses.
Series 63

Series 63

I have extensive experience in capital markets, including; fixed income, equities, annuities and tax free and tax deferred investments. Will tutor students looking to pass FINRA Series 7, 63 and 65 exams.
Series 65

Series 65

I earned the Series 65 and started my own investment advisory firm. Ran my own firm for over 15 years and managed all aspects of regulatory compliance. Extensive study in learning techniques and study techniques to bring the most current approach to students.
Series 7

Series 7

FINRA licensed Series 7, 63 and 65. Extensive experience in capital markets, including; fixed income, equities, annuities and tax free and tax deferred investments. Will tutor students looking to pass these exams.

Examples of Expertise


Jack has provided examples of their subject expertise by answering 2 questions submitted by students on Wyzant’s Ask an Expert.

Jack C.'s Photo

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Ratings and Reviews


Rating

5.0 (47 ratings)
5 star
(46)
4 star
(1)
3 star
(0)
2 star
(0)
1 star
(0)

Reviews

Lead Me to Success!

Jack was a wonderful tutor who helped improve my study habits, slow things down for me and kept me in a positive mindset for both the Series 7 and the Series 63, both of which I passed with 80 or above. He will find out your strengths and weaknesses, and help guide you and keep you on track. You need to be prepared to listen, heed his advice, and do the best you can and you will be amazed at the success it gets you!

Colleen, 2 lessons with Jack

Amazing Tutor - Helped Me Pass the 65!!

Jack was absolutely instrumental in helping me pass the Series 65. I had failed it 3 times previously, and was devastated to have to take the test again. I am a marketing professional at a financial firm and have no finance background - I never even taken a business or economics course in my life - and having to pass the exam seemed impossible. Jack helped map out a precise study and practice exam schedule, coaching me through concepts I struggled with and quizzing me constantly on fundamentals. I really appreciated his personalized approach (there was a lot of “imagine you were a bonds broker...imagine if a bond were shoes...etc. etc”) as well as his honesty on where and what he thought I really needed to work on. He kept me honest about studying everyday, checked in on how I was doing on quizzes, and helped me stay accountable. I joked he was more like a “life coach” for me, which in all honesty, is how I kept sane and studying diligently...for the FOURTH TIME to finally pass. I can’t say enough about what a wonderful person and tutor Jack is. Thank you so much, Jack!

Suji, 11 lessons with Jack

Great S7TO Tutor

I struggle with intense anxiety and Jack was able to provide me with the mental tools needed to relax and fully understand the concepts for the new version of the 7. He was very calm and patient and phenomenal at breaking down a consistent system for success.

Philip, 7 lessons with Jack

Great teacher. Very supportive.

I had been struggling with some concepts and Jack broke them down for me so that I could get them and continue moving through my material. I went from feeling stuck and frustrated to confident and ready to get onto the next chapter. He gave me specific instructions on how to study the next unit and a plan to be ready for my next quiz

Cecilia , 3 lessons with Jack

Extremely knowledgeable tutor who adapts to students' needs

Jack takes a very different approach than a majority of other tutors out there. Jack’s methods and techniques for learning and studying yield results. He is very interested in the success of his students and will do what it takes to help them reach their goals and even more.

Jacob, 18 lessons with Jack

Fantastic Tutor!

I utilized Jack's tutorial services for the Series 62 and the Series 63 exam. I am incredibly impressed with his patience as he guided me through concepts that were anything but intuitive to me. I passed both tests on the first try and owe a tremendous amount of that to him. I endorse Jack enthusiastically for all your tutoring needs!

Ari, 19 lessons with Jack

Expert advice from an experienced coach

Jack takes a holistic approach to exam preparation, advising candidates on time management both study-related, and non-study related. I highly recommend Jack and his methods.

Justin, 1 lesson with Jack

Great Recall Tutor

I'm working with Jack to prepare for my Series 79 exam. He's coaching me on my deep memory skills. Great person and I'm looking forward to stellar results. He was informative, patient and collaborative in his approach.

Jim, 4 lessons with Jack

Great PMP Prep

I worked with Jack over the course of several months to help prepare me for the PMP exam. Having just taken the exam a few months prior, Jack was extremely knowledgeable about what to expect on exam day, how best to prepare and had key insight on the days leading up to the exam. Jack took an hour with me each time to lend his experience and guide me through what worked for him and how best to frame the overall "PMI" information. He gave me two specific studying tips that I know directly contributed to my exam success and since the exam was so fresh in his mind, he provided the best up-to-date information, differing from the other tutors I contacted. Jack was a pure pleasure to work with; he is very patient, kind and really wanted to see me succeed. I'd recommend him to other students in a heartbeat.

Katie, 1 lesson with Jack
Hourly Rate: $150
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