Top SIE Tutors serving Stockton

Hajra: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...professional setting I have helped and trained fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either locally or internationally. Some of my...
Education & Certification
American International College - Bachelor of Science, Business Administration and Management

John: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
I want to serve the academic needs of students in the areas of history, math, and finance. I have taught middle school math and US History for almost 20 years and am passionate about helping students in those areas. I also would work with people looking for help with exams to gain financial licenses such as the series 6 or 63.
Education & Certification
Lycoming College - Bachelor in Arts, Economics
Alvernia University - Masters in Education, Urban Education and Leadership

Zachary: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
Recent graduate from the Masters program in Finance from the University of Miami. Looking to help students expand their understanding of Math, Finance, and Economics.
Education & Certification
Florida State University - Bachelor of Science, Finance
University of Miami - Master of Science, Finance

Sean: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor on these subject matters. Outside of my professional life I enjoy golfing as much as possible in my free time. You can also catch me watching...
Education & Certification
Arizona State University - Bachelor of Science, Business Administration and Management

Krista: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...enjoy helping professionals further their careers. I have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
Capella University - Masters in Business Administration, Project Management

Nancy: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...enjoy teaching a variety of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep...
Education & Certification
Rhodes College - Bachelor in Arts, Economics
Harvard Business School - Masters in Business Administration, Finance

Scot: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...am a 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...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Marketing

Peter: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...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 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...
Education & Certification
Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
California University of Pennsylvania - Master of Science, Mathematics and Statistics

Joseph: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...love to 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...
Education & Certification
Yeshiva University - Bachelor of Science, Economics
Western Governors University - Masters in Business Administration, Business Administration and Management

Danny: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give you honest...
Education & Certification
Pace University-New York - Bachelor of Science, Marketing

Daniel: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
Malone University - Bachelor in Arts, Organizational Leadership
Baldwin-Wallace College - Masters in Business Administration, Accounting

James: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
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

Kevin: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...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 yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance

William: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...a finance professional with a Bachelor's degree from Manhattan College and over two years of tutoring experience, I am passionate about making complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of financial planning. My teaching philosophy centers on breaking down problems and guiding students through the thought process, ensuring they...
Education & Certification
Manhattan College - Bachelor of Science, Finance

Brendan Daniel : Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python. (CFA material includes micro/macro economics, financial statement analysis, equity/fixed income valuation, derivatives,...
Education & Certification

Sarah: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...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, whether that means intensive preparation in a month or a more gradual, step-by-step approach. My goal is to provide unwavering support and assistance, helping you conquer your test and advance in...
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

Gabriel: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
I am a graduate of the Darla Moore School of Business in South Carolina. Since then I have worked as a paraplanner and assistant to financial advisors.
Education & Certification

Dennis: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...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. Your education is really for yourself and those you will affect from now on.
Education & Certification
Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
SAT Math: 800
SAT Verbal: 730

Johnny: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...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, Economy Cycles, Simple and Compound...
Education & Certification
University of Houston-Victoria - Bachelor in Business Administration, Finance

Jennifer: Stockton SIE tutor
Certified SIE Tutor in Stockton, CA
...believe the best financial investment you can make is investing in yourself! My love of learning and sharing my wisdom shines through my positive energy-my students give me the greatest gratification when they are overcoming learning roadblocks-I tutor a broad range of subjects including Professional Certifications, Insurance License, NMLS, SIE, and Series 6. I am a graduate of Eastern Illinois University. I received my Master of Science Degree and Bachelor of Arts Degree in Family...
Education & Certification
Eastern Illinois University - Bachelor of Science, Family and Consumer Sciences
Eastern Illinois University - Master of Science, Family and Consumer Sciences
Private SIE Tutoring in Stockton, CA
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