...philosophy begins with understanding a student's goals and helping them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with friends. I enjoy traveling, having been to 19 countries on 4 continents and...
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...at Wesleyan University and Financial Mathematics at The University of Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use R and SPSS. I enjoy math and science, and I tutor my own children (7...
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...variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a couple of...
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...with a concentration in finance, I am well acquainted with many of the various subjects taught by varsity tutors. The courses I have taken in financial derivatives, business statistics and corporate financial analysis have given me a broad base knowledge, as well as a forum for exploration. My personal goal is to use the knowledge I have gained combined with my experience teaching others to be a great tutor and overall resource for students.
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Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
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...If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a better understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass the SIE and the other FINRA exams thereafter. Please understand that these tests are...
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...have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to help understand the value of learning the topics I tutor you with. I specialize in tutoring a broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged...
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...pools, equity and options trading OMS (Order management systems) algorithms types and usage, options trading strategies, futures trading strategies, portfolio strategies, quantitative portfolio theory and strategies, hedging strategies in equities, options, compliance questions, proper order handling, Multi asset class trading strategies, futures and OTC swaps types and usage. It is most important to understand what your goal is and what best strategy can be used to accomplish it, knowing the risks associated with each strategy...
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...deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich, Switzerland within the Treasury Group where I priced, hedged, executed, and made markets on OTC derivatives, structured product and warrants held by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly...
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Learn from a finance industry professional with nearly 2 decades of experience. Formally trained in Economics with an MBA in Finance. I am also a CFA Charterholder. My talent in explaining difficult concepts easy to understand!
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...and do well on tests. Although they may get good grades, this will be useless later in life. In my teaching experience, when students actually learn the concepts and logic, not only does their math vastly improve, but they also learn to enjoy math, which is the ultimate goal. My qualifications include excelling at all high school math competitions including finishing second at the 1989 Colorado Math Olympiad. I also graduated from MIT at 19...
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Our interview process, stringent qualifications, and background screening ensure that only the best Series 3 tutors work with Varsity Tutors. To assure a successful experience, you're paired with one of these qualified tutors by an expert director - and we stand behind that match with our money-back guarantee.
Receive personally tailored Series 3 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
Series 3 Tutoring FAQ
If you want to buy or sell commodities futures in the United States, you need to pass the Series 3 (National Commodities Futures Exam). This test is designed by the National Futures Association (NFA) and administered by the Financial Industry Regulatory Authority (FINRA) to assess whether a candidate has the knowledge of futures markets and pertinent regulations necessary to work as a trading professional. If you are having a hard time preparing for the test, Varsity Tutors can help you find an expert Series 3 tutor who can assist you.
The Series 3 is divided into two parts, each of which must be passed individually in order to pass the overall test. Part 1 consists of 85 multiple-choice questions on a broad array of futures-related topics, including Futures Trading Theory, Option Premiums, Types of Orders, Hedging Futures, and Speculating. It can feel overwhelming, but your Series 3 tutor can work with you on every topic until you are ready to move on to the next one. You are also encouraged to ask any questions you have if you fail to understand something, allowing you to seek clarification before you feel hopelessly lost.
Part 2 consists of 35 multiple-choice questions that cover the rules and regulations traders are expected to follow, including the NFA's regulations as well as those associated with the New York Stock Exchange (NYSE). No matter how well you do on Part 1, any grade below a 70 on this section will cause you to fail the entire exam. The questions aren't especially challenging, but there is a lot of rote memorization involved. Your Series 3 tutor can help you come up with a mnemonic device to help you remember everything.
You only have two and a half hours to complete both parts of the Series 3, so time management is another important component of your test prep. Your Series 3 tutor can provide practice exams to give you a realistic sense of how long you have, helping you budget your time accordingly. Learning how questions are worded in advance can also help you feel more confident on exam day.
If you're ready to work with an expert Series 3 tutor but aren't sure how to get started, we can help you find somebody who suits your academic and scheduling needs. You and your tutor can meet through our mobile-compatible Live Learning Platform to make tutoring sessions more convenient than ever before. It offers a myriad of features to provide all of the benefits of a face-to-face study session online, including a virtual whiteboard and video chat functionality. Reach out to us today for more information.
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