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FINRA Series 7, 66, SIE Tutor
Jorge R.

169 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

Hourly Rate: $99
Response time: 1 day
Jorge R.'s Photo

FINRA Series 7, 66, SIE Tutor
FINRA Series 7, 66, SIE Tutor
Jorge R.

169 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

169 hours tutoring

Your first lesson is backed by our Good Fit Guarantee

About Jorge


Bio

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...

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 below.

Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students identify their strengths and weaknesses. During tutoring sessions, I will evaluate study habits and test taking techniques, then make recommendations to improve efficiency and impact. In addition, I will outline a standardized approach for the most challenging topics covered on the exams. By crafting a plan of action for specific topics, the student gains confidence and can address other, equally important aspects of the examination. In helping students construct a disciplined and structured approach to the material, they gain confidence and focus on maximizing their efforts to achieve success.

I see myself as both a teacher and a coach, determined to build proficiency with the material and aid in the mental preparation for the challenge of the exam.

CERTIFIED FINANCIAL PLANNER™, CFP® Designation

FINRA/NASAA Registrations:

Series 7 General Securities Representative
Series 55 Equity Trader
Series 63 Uniform Securities Agent State Law
Series 66 Registered Investment Advisor Representative
Series 31 Futures Managed Funds
SIE Securities Industry Essentials Examination

New York State Life and/or Accident/Health Insurance Agent License


Education

Long Island University CW Post Campus
English
Bryant University
Other

Policies

  • Hourly Rate: $99
  • Rate details: Options/Margin/Bond Math Review (3 Group Review Sessions)*; 4 Students Maximum; $75 per person, per hour, 2 hr. sessions. *Sessions dedicated to individual topics and include interactive Q&A.
  • Lesson cancellation: 24 hours notice required
  • Background check passed on 10/2/2022

  • Your first lesson is backed by our Good Fit Guarantee

Schedule

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Approved Subjects

Business

Series 6,

Series 6

The Series 7 exam incorporates and covers the Series 6 licensing requirement. I have over 20 years of experience in finance and have had my Series 7 license for the same amount of time. I have also accumulated over 500 hours of tutoring, primarily for the Series 7.
Series 63,

Series 63

I have passed this NASAA examination. I also have roughly 40 hours of tutoring for the Series 66. The Series 66 is considered a blend of the Series 63 and Series 65 examinations.
Series 65,

Series 65

I have passed this NASAA examination. I also have roughly 40 hours of tutoring for the Series 66. The Series 66 is considered a blend of the Series 63 and Series 65 examinations.
Series 66,

Series 66

I have this NASAA license via the grandfathering/combination of passing the Series 63 and 65 examinations. I also have roughly 40 hours of tutoring for the Series 66 specifically.
Series 7

Series 7

Over 250 hours of tutoring experience and decades in industry experience.

Test Preparation

Series 6,

Series 6

The Series 7 exam incorporates and covers the Series 6 licensing requirement. I have over 20 years of experience in finance and have had my Series 7 license for the same amount of time. I have also accumulated over 500 hours of tutoring, primarily for the Series 7.
Series 63,

Series 63

I have passed this NASAA examination. I also have roughly 40 hours of tutoring for the Series 66. The Series 66 is considered a blend of the Series 63 and Series 65 examinations.
Series 65,

Series 65

I have passed this NASAA examination. I also have roughly 40 hours of tutoring for the Series 66. The Series 66 is considered a blend of the Series 63 and Series 65 examinations.
Series 66,

Series 66

I have this NASAA license via the grandfathering/combination of passing the Series 63 and 65 examinations. I also have roughly 40 hours of tutoring for the Series 66 specifically.
Series 7

Series 7

Over 250 hours of tutoring experience and decades in industry experience.

Ratings and Reviews


Rating

4.9 (45 ratings)
5 star
(44)
4 star
(0)
3 star
(0)
2 star
(0)
1 star
(1)

Reviews

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
Hourly Rate: $99
Response time: 1 day
Contact Jorge