Top Series 65 Tutors serving Boston
Eric: Boston Series 65 tutor
I am a passionate financial planner that enjoys getting to help others learn financial planning and personal finance.
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 10
- +10 subjects
Blake: Boston Series 65 tutor
...even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best areas to teach are personal finance, economics, Algebra 1 and 2, Geometry, and ACT prep.
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- History
- +71 subjects
Joshuah: Boston Series 65 tutor
...I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't wait, get help, pass your test!
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 79
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
S: Boston Series 65 tutor
...of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be broken down to basic components and mastered through practice, repetition, and awareness. This is...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 55
- CAIA
- Series 56 - Proprietary Trader Qualification Exam
- +67 subjects
Evan: Boston Series 65 tutor
...CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics,...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 7
- +27 subjects
Edward: Boston Series 65 tutor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counselling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I am a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 26
- Series 9
- +24 subjects
Howard: Boston Series 65 tutor
Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92.
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 79
- Insurance License
- Series 52
- +23 subjects
Johnny: Boston Series 65 tutor
...person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also teach economics and how economics is applied to the Stock market. Other subjects I may teach are undertanding Bonds, Credit Spreads,...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 57
- +14 subjects
Scot: Boston Series 65 tutor
...of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license or your CFP marks!
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 4
- Series 63
- Series 7
- +12 subjects
Sebastian: Boston Series 65 tutor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- SIE
- CAIA
- Series 7
- +14 subjects
Raymond: Boston Series 65 tutor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 65
- Series 66
- Series 31
- Series 22
- +7 subjects
Michael: Boston Series 65 tutor
...and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and weaknesses, the focus on increasing...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Exam IFM - Investment and Financial Markets
- Series 24
- Series 7
- +15 subjects
James: Boston Series 65 tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 65
- SIE
- CFP
- Series 79
- +24 subjects
James: Boston Series 65 tutor
...in just one additional year, also at Cornell. Upon graduation, I applied my knowledge as a management consultant to Fortune 500 companies in many different industries, primarily in the role as a process and profit improvement specialist. I then joined an investment firm which was pioneering the use of Artificial Intelligence to managing client portfolios. For those unfamiliar with Operations Research, it is generally defined as the application of advanced analytics, primarily mathematics based, to...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Algebra 2
- Cost Accounting
- Middle School Math
- +28 subjects
Kim: Boston Series 65 tutor
...a non-native English speaker to someone with ADHD/Autism. If you need to take a certification test, I can quell your nerves. I will tutor/coach/mentor you through the subject at hand and in process, impart in you a set of skills you will be able to use the rest of your life. As a certified NLP coach as well as someone who studies neurofeedback, I have seen borderline miracles in learning take place. Bring your desire...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- Series 65
- Insurance License
- Series 63
- Series 7
- +46 subjects
Hal: Boston Series 65 tutor
...Planning Specialist, Certified Senior Advisor, and a 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,...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- CPA
- Series 63
- CFA
- +171 subjects
Eric: Boston Series 65 tutor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 65
- Series 86
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +16 subjects
Mark: Boston Series 65 tutor
...Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH P.S. I have multiple...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 87
- Series 10
- +73 subjects
Jarrett: Boston Series 65 tutor
...a regional bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of analytics. I am also passionate about the power of education because I have seen firsthand in my own life how transformative education can be. In my spare time I enjoy playing music on my saxophone, participating in martial arts...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7
- Series 6
- Series 63
- +20 subjects
Ben: Boston Series 65 tutor
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
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 65
- CFA
- Series 7
- WMCP - Wealth Management Certified Professional
- +39 subjects
Private Series 65 Tutoring in Boston, MA
Receive personally tailored Series 65 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.
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