Top Series 65 Tutors serving San Diego
Blake: San Diego Series 65 tutor
...teaching others because that is what has helped me in my life and career the most: someone coming alongside me and helping me with things I didn't 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- ACT Math
- +71 subjects
Jessica: San Diego Series 65 tutor
Avid public speaker and advocate for financial literacy. I am a full-time financial advisor that uses my free time to help others gain the knowledge necessary to learn more about business and finance or make their own way in the financial services industry.
Education & Certification
- SUNY College at Oneonta - Bachelor of Science, Economics
Subject Expertise
- Series 65
- SIE
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- +79 subjects
Nicholas: San Diego Series 65 tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- CIMA
- Series 31
- Series 7
- +43 subjects
Evan: San Diego Series 65 tutor
...I look forward to assisting you with your coursework - whether that be high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or 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...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7
- Series 24
- Series 66
- +27 subjects
Edward: San Diego 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 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +24 subjects
Johnny: San Diego Series 65 tutor
...My philosophy in teaching is to try to keep it as simple as I can by using analogies and references that is unique to each 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...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 6
- Series 26
- +14 subjects
Kevin: San Diego Series 65 tutor
...from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- Series 6
- Series 3
- +41 subjects
Gary: San Diego Series 65 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 5 - Interest Rate Options Exams
- NASAA - North American Securities Administration Association
- Series 11
- +72 subjects
Scot: San Diego Series 65 tutor
...graduate of Penn State University. I received my degree in Marketing in 2010 and became a licensed financial advisor in June of 2011. In February 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 6
- Series 22
- Series 9
- +12 subjects
Joseph: San Diego Series 65 tutor
...teach and inspire my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +48 subjects
Joseph: San Diego Series 65 tutor
...Bachelor of Science, Business Administration in Organizational Leadership, as an adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- Series 6
- Insurance License
- Series 24
- +30 subjects
Nhan: San Diego Series 65 tutor
...Bachelor in Physics from The Ohio State University and a Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65,...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 63
- +78 subjects
S: San Diego Series 65 tutor
...a former Wall Street professional with a long career in equity trading and trading technology. I hold an MBA in Finance from the Yale School 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....
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
- SEE - Special Enrollment Exam
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- +67 subjects
Giustina: San Diego Series 65 tutor
I am a test account.
Subject Expertise
- Series 65
- USMLE
- CDR - Commission on Dietetic Registration
- NPTE - National Physical Therapy Examination
- +56 subjects
Lonie: San Diego Series 65 tutor
...a primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at that.
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 6
- +21 subjects
Albert: San Diego Series 65 tutor
...over 10 years of tutoring experience, and my strongest subjects are GMAT, GRE, and SAT. I am particularly good at coaching Maths, Verbal, and Writing skills. Within the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance,...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- CFA
- Series 7
- +46 subjects
Vincent : San Diego Series 65 tutor
...Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get started!
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- SIE
- Series 63
- Series 7
- +14 subjects
Sarah: San Diego Series 65 tutor
...comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of learning styles, personality types, and unique challenges such as learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace,...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- Series 6
- Series 63
- SIE
- +36 subjects
Aleta: San Diego Series 65 tutor
...37 years experience in the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- Series 6
- Series 66
- +27 subjects
Peter: San Diego Series 65 tutor
...test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. 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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Series 66
- CPA
- Series 27
- +42 subjects
Private Series 65 Tutoring in San Diego, CA
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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