After graduating from Long Island University having earned my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. I have extensive one-on-one online tutoring experience for the SIE, Series 7 and CFP(R) Certification Examinations. I have taken and passed all three, along with the additional certifications listed...
Loading...
Knowledgeable and Patient
I can’t thank Jorge enough for being my tutor. He breaks down the concepts in a way I understand and I am more confident that I have him in my side. Book him he is worth every penny you spend.
Hadassah, 1 lesson with Jorge
SIE Exam, Extremely well versed tutor
Jorge has been an amazing tutor for my SIE exam and will continue to be for my further license. He was an amazing asset in reviewing, and breaking things down in ways I could understand it. I like to over analyzing things... Jorge was very patient and was always able to provide the why behind the what. If you are struggling or need any help in the subjects Jorge teaches, you are in very good hands.
Skyler, 13 lessons with Jorge
Patient Series 7 Tutor
Jorge was very patient and answered my hundreds of questions. He never rushed me and I always felt comfortable. He gave me real world examples how certain concepts of the Series 7 worked such as breaking down the new issue market, margin, and municipal bonds. I would read the book for hours but that was never enough. He would also write notes on the whiteboard and provided acronymns which helped me memorize and understand. I would also send him copies of my practice exams so held me accountable and we would go through the questions that I struggled on. I believe because he was my tutor, I passed the Series 7 exam last month in 4 sessions with Jorge.
Stephanie, 3 lessons with Jorge
Very knowledgeable and patient
Jorge is a great tutor! I must have asked him a thousand questions and he is nothing but patient and very knowledgeable on the hardest material the series 7 has to offer! I passed on Sunday and Jorge absolutely helped me achieve that
Steve, 9 lessons with Jorge
Great teaching methods
I would highly recommend this tutor. He simplifies complex material into easy steps and is very approachable. He is easy to work with and put me at ease! His method has given me confidence.
April, 6 lessons with Jorge
Impactful and efficient
Jorge has helped me understand concepts that I struggled with and now have much more comfort in tackling. Jorge taught me some great angles in taking on the more complex chapters of the book, and I look forward to working on him for additional sessions along with for other examinations. He does a good job of walking you through specific questions that require calculations and teaching versus just memorization.
Mike, 15 lessons with Jorge