Top Series 63 Tutors serving Birmingham

Brendan Daniel : Birmingham Series 63 tutor
...and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol...
Subject Expertise
- Series 63
- CAIA Level I
- Series 10
- Series 24
- +62 subjects

Isaiah: Birmingham Series 63 tutor
...I provide reading material, notes, and test questions for each student during each session. My mission is to help students achieve a level of confidence based on knowledge, test taking skills, and deductive reasoning. As of now on average I have at least 5 students per month who prepare with me and pass the test.
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 63
- Series 6
- Series 65
- Series 26
- +29 subjects
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 63
- Series 86
- FINRA - Financial Industry Regulatory Authority
- Series 87
- +10 subjects

Melissa: Birmingham Series 63 tutor
...experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 66
- +1 subjects

Dana: Birmingham Series 63 tutor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 31
- +27 subjects

Michael: Birmingham Series 63 tutor
...With extensive experience and deep understanding of the securities and financial planning industries, I provide insights and tips that go beyond standard study materials. Proven Strategies: Learn the most effective test-taking strategies and techniques to tackle challenging questions and manage exam stress. Interactive Sessions: Engage in dynamic, interactive sessions that make complex concepts easier to...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 24
- +12 subjects

Chunhua: Birmingham Series 63 tutor
...am a people person who enjoys knowing and working with new people. I have positive and patient personality. I want share my insights to enhance a student's potential. Rich industries' experience. Skills of taking exams. Positive and kind personality. Understanding I am here for you. I will make your test preparing journey much easier and joyful.
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 63
- Series 79
- Real Estate License
- SEE - Special Enrollment Exam
- +7 subjects
Education & Certification
- SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +52 subjects

Nhan: Birmingham Series 63 tutor
...My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 63
- Series 66
- CPA
- Series 9
- +78 subjects

John: Birmingham Series 63 tutor
...of investments and planning. I enjoy reading 3 to 5 articles a day regarding topics in the financial industry. I have been married for 25+ years and have 2 adult children, in their 20's, that both have successfully completed their bachelor's degrees. I am an avid golfer, enjoy yoga and cross-fit type exercises.
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 63
- Series 26
- Series 10
- Series 66
- +9 subjects

Kyle: Birmingham Series 63 tutor
...have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +11 subjects

Warrick: Birmingham Series 63 tutor
...way that suits their learning style, whether visual or auditory. I make an earnest attempt to allow the student to learn in a fashion that is most effective in promoting retention and understanding. I will show much patience and empathy. I will never forget the days when I was a student in need of help.
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 63
- Series 6
- Series 7
- Series 82
- +25 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 63
- Series 66
- Series 65
- Series 7
- +9 subjects

Natalie: Birmingham Series 63 tutor
...I'd like to have my own practice and brokerage firm one day. After having graduated Seton Hall, my varied experience has offered insight across the spectrum of financial advising, mortgage lending and real estate matters. On my free time I like to go cycling, volunteer locally and enjoy keeping up with the latest fashion trends...
Education & Certification
- Seton Hall University - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +151 subjects

Harrison: Birmingham Series 63 tutor
...an economics major at the University of Pennsylvania from Philadelphia. I have experience tutoring in economics, statistics, algebra/pre-calc, and introductory calculus. I typically have the most availability during evening and weekend hours, but will always work to try and work with any schedule. If interested, please do not hesitate to reach out.
Education & Certification
- University of Pennsylvania - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 57
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +20 subjects

Raymond: Birmingham Series 63 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 63
- Series 66
- Series 65
- Series 86
- +7 subjects

Gregory: Birmingham Series 63 tutor
...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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +48 subjects

Kim: Birmingham Series 63 tutor
...banking/related) I can relate to people on different levels. I excel in working with those who are learning challenged. This can range from a person who is 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...
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 63
- Series 7
- Insurance License
- Series 6
- +46 subjects

Garth: Birmingham Series 63 tutor
...as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 6
- +26 subjects

Chi-Sun: Birmingham Series 63 tutor
...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 years old.
Education & Certification
- Massachusetts Institute of Technology - Bachelor of Science, Computer Science
Subject Expertise
- Series 63
- Exam LTAM - Long-Term Actuarial Mathematics
- Series 3
- Exam IFM - Investment and Financial Markets
- +112 subjects
Private Series 63 Tutoring in Birmingham
Receive personally tailored Series 63 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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