Joe N. - Series Exam & CFA Killer

Joe N. - Series Exam & CFA Killer
$170 / hr
Jersey City, NJ
(436)
10 miles Travel Radius
In-person + Online
Let's be honest: Learning a new subject can be tough and uncomfortable, especially as an adult.

Trying to learn from a book or online videos will leave you feeling lost and struggling to keep up.

It's impossible to learn if you are:
- Reading and taking notes
- Getting anxious just thinking about the exam
- Dreading studying
- Putting off studying to the weekend
- Searching the internet for better explanations
- Watching Youtube videos to understand complex topics

And to make matters...
Reviews
Joe was patient and passionate with me. We drilled down, didn't mess around, worked hard, and I passed. If you want to work hard and pass, Joe is your ideal partner.
- Andrew K. from Dorado, PR
Joe really took the time (& patience!) to make sure I understood the fundamental ideas behind each problem we worked on, asking me to explain back the concepts and talking through various real-world applications of the ideas. He was really patient, friendly, energetic, and extremely knowledgeable.
- Manuela Z. from New York, NY
Joe is really great at building your confidence and helping assure you master the material. He is patient, knowledgeable and great at breaking everything down.
- Melissa M. from Spokane, WA
Worked on the time value of money concept to prepare me for my analyst training at work at my current job at a buy-side investment company. Joe is the best at starting with explaining accounting concepts and building a solid foundation before diving into corporate finance exercises and eventually valuations. If you?re prepping for investment banking interviews I highly recommend tutoring with joe for a few months. He?ll definitely get you up to speed. Today we worked on bank overdrafts, bridge loans, and completed a few exercises on the CFA income statement exercises.
- Amanda A. from Los Angeles, CA
Joe helped explain a lot of ins and outs of the securities industry to someone who has mostly worked with insurance and bank products.
- JT W. from Brookline, MA
Joe is an absolutely fantastic tutor. I was struggling with material pertaining to the Series 66 examination and, with his help, was able to successfully navigate a path to passing. Upon our initial meeting we determined the areas needing most focus and then put together a customized study schedule, which we executed over the course of three weeks. Joe was extremely knowledgeable across the board, though especially in regard to exam material and test-taking strategy. His patience and diligence helped me develop a higher level of understanding and confidence when approaching the S66. I couldn't have done it without Joe's help. I'd highly recommend him for anyone seeking prep assistance.
- Ryan B. from Chicago, IL
Joe helped me pass my series 63 on my first attempt. He was very patient and understanding of my situation and helped me really calm down and focus. He has extensive knowledge of this exam, and so much more! I would highly recommend him to anyone looking to take a securities exam/anything in the financial industry! Thanks again, Joe!
- Shelby H. from Minneapolis, MN
Joe's preparation for the series 7 is a must have. Joe breaks down the concepts, so you can easily understand them. He is very patience and easy to get along with.
- Nick E. from Milford, CT
Joe had me prepared and in the right mindset for the SIE exam in 5 weeks. He came prepared with a plan of attack and we executed it perfectly. I was so impressed with how Joe was able to break down the information and where to focus that I used him again to prepare for the Series 7 Top-Off exam, which I passed a few days ago. I was so confident going into both exams thanks to Joe and his knowledge and professionalism. I plan on using Joe again very soon to take my Series 66 license exam and I?m sure the result will match our previous efforts. Joe holds you accountable, is always prepared, but he is also incredibly understanding and patient, especially in my situation with a full time job, 2 kids under 3 years old at home and limited study time. I would and will recommend Joe to any of my friends, family and colleagues who are looking for the ?edge? on passing the SIE, Series 7 Top-Off and Series 66 license exams.
- Scott M. from Tappan, NY
I went to Joe for a last-minute review with my test schedule the next morning. You could tell he really was a Series exam killer. Aside from being very knowledgeable, he was very straightforward, diligent, and patient. His strategies as well as simple tricks to remember helped me in passing my test the following day. I felt much more confident when taking my test after the review with Joe. Joe even encouraged me to reach out to him after the exam was over to follow-up it went. I would highly recommend Joe as a serious option for anyone wanting to do well on the Series exams.
- Ryan H. from Duluth, MN
Joe was professional and easy to work with. Went at my pace and answered every question that I had. He has a systematic approach that is easy to understand. I would highly recommend Joe. Thanks.
- Jon D. from Newport Coast, CA
Joe really showed his in depth knowledge of the securities industry as we worked through studying for the Series 7 and 66. He was patient and encouraging and really helped me focus on the material in a very impactful way. He showed me how to look at the material in a different way that deepened my understanding rather than just memorizing the questions and content. I was able to dissect questions on the actual exam with more ease and actually pass because of his method of teaching. I highly recommend working with Joe! I will be working again with him for my CFP soon!
- Andrea R. from Astoria, NY
I was seriously struggling with Deferred Taxes, Stocks and Equity, and Cash flows and Joe changed my accounting world! I was doomed for my final?I seriously could not have made a 50, but with his help I made an 84!!! I could not have done it with out Joe?s help. He made sure that I had a good foundation and he was amazing at explaining things I did not understand! I would totally recommend him to anyone!
- Kathleen B. from Lookout Mountain, TN
Joe has tutored me for the past 3 years in my Real Estate and Finance/Accounting classes as a college undergraduate. He is very structured, thorough and detail oriented in his approach and helps me stay organized. He is incredible at breaking down difficult concepts from lectures and applying them to real life situations, making them easy to comprehend. He is very patient and will not move on to a new topic until he feels I?ve mastered the material fully. In addition to his exceptional tutoring skills, Joe is very personable and injects the sessions with humor and wit, making the experience of learning enjoyable. He is very reliable and is always prepared for our lessons. I would highly recommend Joe as a Real Estate and Finance/Accounting tutor.
- Heidi L. from Englewood, NJ
Extremely knowledgeable will make sure you understand what you are asking to review. Joe, helped me understand how CAPM, SML, CML, work but knowing how to express these concepts verbally as well.
- Leon A. from San Diego, CA
Joe helped me pass the Series 7 on my first attempt. He?ll give it to you straight ? what areas you?re strong in and which areas need work. By the way, I reached out to Joe the DAY BEFORE my exam. We set up two meetings for the day to outline a plan and then debrief. If not for our two meetings 24 hours before my exam, I don?t pass. I?ll be working with Joe again over the next few weeks to prepare for my Series 66. Whether you?re in a panic position like I was the day before, or you are looking for someone to help structure your studies, Joe is the guy.
- Fred L. from Walnut Creek, CA
Joe was amazing at organizing the material in a way that made sense to me. Clearly extremely knowledgeable about the structure and framework of the exam. I Passed the first time thanks in no small part to Joe.
- Julia A. from Mc Lean, VA
Great tutor. Has a great way of presenting the information in a way that is easy to retain. Very knowledgeable. He didn?t know how to do the problem how my professor did it but he picked it up and minutes and was able to adapt to my professors way.
- Joe K. from Syracuse, NY
Joe is a fantastic tutor. He reviewed and reexplained the material until he was certain that I understood it perfectly. Joe has a way of making the subject matter simple and straightforward. He was also flexible and accommodating in terms of scheduling and cancellations. I would definitely use him again and am confident recommending him to anyone.
- Leah E. from New York, NY
Joe is the man! He helped me with Intermediate Accounting. He seems to know everything, so you are not waiting for him to look up an answer or wasting time. Joe was the first online tutor I worked with and I was extremely skeptical with how effective the learning was online. I honestly feel like I learned more within the few hours spent with Joe than I did in three weeks on my own. Well worth the time and money!
- Kyle M. from Heber City, UT
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