Top Series 7 Tutors serving San Diego
Andrew: San Diego Series 7 tutor
...and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- CPA
- Series 63
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
edward: San Diego Series 7 tutor
I am a person with an easy-going personality style with complete empathy for your situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker of Record.
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 27
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 79
- +7 subjects
Fahad: San Diego Series 7 tutor
...planning. I enjoy explaining financial and economic concepts to clients and students. I have helped colleagues and students pass standardized tests related to the financial industry (Series 7, Series 66, CFA Level I). My approach involves assessing students' strengths and weaknesses and working on areas that need the most attention. I enjoy traveling. I have lived in many countries in the past including Switzerland where I went to boarding school. I like to stay fit,...
Education & Certification
- James Madison University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Finance
- High School Business
- Executive Functioning
- +27 subjects
Sebastian: San Diego Series 7 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 7
- CPA
- CFA
- SIE
- +14 subjects
Tim: San Diego Series 7 tutor
I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.
Education & Certification
- Missouri State University-Springfield - Bachelor of Science, Finance
- Maryville University of Saint Louis - Masters in Business Administration, Business and Managerial Economics
Subject Expertise
- Series 7
- CPA
- CFA
- College Business
- +32 subjects
Gregory: San Diego Series 7 tutor
...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 and 10)
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 7
- Series 63
- Series 3
- Series 31
- +48 subjects
Scot: San Diego Series 7 tutor
...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 very important characteristics of an impactful education! I look forward to helping you in your pursuit of your next FINRA license...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- CFP
- Series 24
- Series 65
- +12 subjects
Victoria: San Diego Series 7 tutor
...most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it to be absolutely necessary...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Series 26
- Series 52
- +35 subjects
Sang-Hoon: San Diego Series 7 tutor
I graduated from Columbia College in Columbia University in 1996 with a degree in Economics. I look forward to teaching students and learners and have a positive influence in your education and experience.
Education & Certification
- Columbia University in the City of New York - Bachelor of Science, Economics
Subject Expertise
- Series 7
- Series 15 - Foreign Currency Options Exam
- CAIA Level I
- Series 63
- +96 subjects
James: San Diego Series 7 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 7
- Series 24
- Series 3
- SIE
- +24 subjects
Dennis: San Diego Series 7 tutor
...7 and 24). Practitioner and teacher, bonds and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition....
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 7
- Series 55
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +49 subjects
Will: San Diego Series 7 tutor
Building competence in the subjects that matter to you.
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +4 subjects
Hal: San Diego Series 7 tutor
...to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement 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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 7
- CFP
- Real Estate License - New York
- Series 57
- +171 subjects
Johnny: San Diego Series 7 tutor
...I can, so I figured why not teach subjects in Finance. 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...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Series 6
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Donald: San Diego Series 7 tutor
...United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Certified Financial Planner, Chartered Financial Consultant and Retirement Income Certified Professional Designations....
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- SIE
- Insurance License
- RICP - Retirement Income Certified Professional
- +35 subjects
John: San Diego Series 7 tutor
I have a BS in Computer Science and Economics from Yale and an MBA from NYU. I have my Series 7 and 57 and work as a proprietary trader on Wall Street. I'm passionate about financial markets, technology and economics. My philosophy towards education is one of efficiency. I believe that time management is the key to accomplishing your academic and professional goals. I'm here to help you not only learn but absorb the material...
Education & Certification
- Yale University - Bachelor of Science, Computer Science
- New York University - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 9
- Series 10
- Series 72
- +38 subjects
Raman: San Diego Series 7 tutor
...coach. My passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 7
- ChFC - Chartered Financial Consultant
- RICP - Retirement Income Certified Professional
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Anna: San Diego Series 7 tutor
I have recently relocated from Pennsylvania to New York. I have always had a passion for teaching and sharing knowledge. I look forward to working with students that love to learn as much as I do!
Education & Certification
- University of Iowa - Bachelor in Arts, General Literature
- Bloomsburg University of Pennsylvania - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- CPA
- High School Business
- Middle School Reading
- +58 subjects
Christopher: San Diego Series 7 tutor
...and finance! Especially the ins and outs of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63) and become a successful broker through E*TRADE! I love kayaking and other outdoor activities in my spare time. Please be open! I will do what it takes...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Pre-Algebra
- +7 subjects
Richard: San Diego Series 7 tutor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- Series 7
- CFA
- CFP
- CPA
- +31 subjects
Private Series 7 Tutoring in San Diego, CA
Receive personally tailored Series 7 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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.