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Joshua S.


SIE Exam Securities Industry Essentials - Top Tutor!!!

Atlanta, GA 30338


Member since:01/2015


Will travel up to 5 miles

Additional Policies:

Cancellation fee 50% of session payable at next session. Meet at Panera's on Olde Perimeter near Perimeter Mall.

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About Me

Experience Summary

I am a HARVARD UNIVERSITY MBA with HONORS (I finished when I was 25) and a graduate of the famed UNIVERSITY of CHICAGO undergraduate ECONOMICS program; former Managing Director of a prestigious investment bank. I have passed the Series 7, 24, 63, 79, and 82 all on the FIRST attempt. I teach for enjoyment, and am a very patient tutor.

Teaching Style

I focus on problem solving with the student so that they both (ideally) intellectually understand the materials and can also mimic the problem examples when they get into the testing environment..

My Hobbies

I enjoy travel and music.


Type Level Year Title Issued By
Degree Masters 1989 MBA w/ Honors Harvard University
Degree Bachelors 1985 BA, Economics w/ Math Emphasis The University of Chicago
Certification Series 7, 24, 63, 79, 82 2013 Passed all Series Exams On First... FiNRA
Other 5 Star Rated Tutor 2014 Top rated tutor on WyzAnt Client Feedback

Subject Commentary

Test Preparation This is one of my top subjects! Proficiency: Expert
To take the Series 7, Series 82, Series 63, you have to take the SIE Securities Industrial Essentials New FINRA Exam. I TUTOR THE SIE! :-)

All Subjects I Tutor

  • Test Preparation