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Experience Securities Tutor
Raul B.

Your first lesson is backed by our Good Fit Guarantee
Hourly Rate: $75
Contact Raul

About Raul

Bio

Former all level teacher, including college professor, I am now a financial professional with JP Morgan Wealth Management. I have tutored over 200 students on SIE, Series 65, Series 66, Series 63, Series 7 and 6 with great results. I have degrees in music, business, and eduction. While formerly working with school students, I only work with professionals going through the licensing for securities exams.

Former all level teacher, including college professor, I am now a financial professional with JP Morgan Wealth Management. I have tutored over 200 students on SIE, Series 65, Series 66, Series 63, Series 7 and 6 with great results. I have degrees in music, business, and eduction. While formerly working with school students, I only work with professionals going through the licensing for securities exams.

Education

Tarleton Stated University
Music
University of Nebraska-Lincoln
PhD
Alfred University
MBA

Policies

  • Tutor’s lessons: In-person
  • Hourly Rate: $75
  • Travel policy: Within 20 miles of San Antonio, TX 78230
  • Lesson cancellation: 1 hours notice required

  • No background check

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Series 65

Series 65

I have tutored this test for 3 yrs in a variety of platforms. I also possess an MBA and have passed the Series 7, Series 65, Series 63, SIE and working on the CFP and ChFC designations. I also work as an escalation lead with JP Morgan Wealth Management which utilizes the skills in this license. I also have familiarity with a variety of test prep material, including Kaplan, STC, Training Consultants, Knopman Marks, and PassPerfect. I currently have this license and active and can submit a copy of the license if needed
Series 66

Series 66

I have tutored this test for 3 yrs in a variety of platforms. I also possess an MBA and have passed the Series 7, Series 65, Series 63, SIE and working on the CFP and ChFC designations. I also work as an escalation lead with JP Morgan Wealth Management which utilizes the skills in this license. I also have familiarity with a variety of test prep material, including Kaplan, STC, Training Consultants, Knopman Marks, and PassPerfect. I currently have possess the Series 65 and 63, which equates to the Series 66 license.
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Contact Raul
Hourly Rate: $75
Contact Raul