Joe N. - Series Exam & CFA Killer

UNCW Joe N. Tutors University of North Carolina-Wilmington Students in Wilmington, NC
$200 / hr
Culver City, CA
5 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...
Joe?s tutoring sessions were just what I needed to have confidence going into my exam. I had read the entire book and did an ample amount of practice questions before our session. Joe was very helpful with targeting the concepts I was having trouble with and making sure I would be able to get those questions right on the test. I believe our sessions is what put me from ?almost passing? to passing. Thank you again Joe! Our sessions were well worth it!!
- Dana T. from Philadelphia, PA
Although I have not taken my test yet, Joe has given me the confidence to get back into study mode as I didn't pass the test the first time. I'm certain with his help and his ability to answer any and all of my questions I ask, I'll be able to pass the next time I take the series 65! I've been through many tutors and he's the first tutor that hears you, answers your questions and is able to converse about the subject matter but also stick the subject matter at hand in order to avoid mixing material & subjects. He makes studying for something complicated a lot more understandable and simple! I'm really happy that I have found someone I can work with and learn from!!
- Cecilia M. from Danville, CA
The way Joe organizes how you break down concepts of the series 7 is amazing! I love his Joe-C-D! God bless his patience because he needs it with me. Two sessions in and worth every penny!
- Chelsey K. from Hudsonville, MI
Joe is very patient, organized, and efficient with his teachings. You can?t get better than him. He helps take the edge off study pressure with good humor and understanding. He?s an outstanding guy all around. I definitely recommended.
- Maurice W. from Glendale, CA
Joe had great tricks/supplements to memorizing confusing topics and was super patient and kind. Also suggested great studying techniques to use
- Sara D. from East Setauket, NY
Joe does a very good job explaining complex subjects in a simple and easy to remember way. I started studying with only a month before my CFA Level 1 exam and Joe couldn't of done a better job preparing me given the little time I had. Not only did he walk me through tough concepts, he also organized my study plan and held me accountable to study goals that kept me on a diligent routine up until the exam. Joe also gave me a lot of useful tip for how to prepare for the exam day outside of just knowing the material. Would highly recommend him to anyone!
- Virginia R. from Boston, MA
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
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