Top Series 63 Tutors serving Durham
Myles: Durham Series 63 tutor
...My professional journey in banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 6
- Series 65
- Series 7
- +4 subjects
DeSean: Durham Series 63 tutor
...College Algebra. I completed my undergraduate with a B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my...
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 6
- Series 7
- SIE
- +14 subjects
Danny: Durham Series 63 tutor
...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...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 63
- Series 7
- Series 9
- Series 86
- +11 subjects
Hunter: Durham Series 63 tutor
I am here to help you become as successful as possible.
Education & Certification
- Tulane University of Louisiana - Bachelor of Economics, Finance
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- UK A Level Accounting
- +16 subjects
Robin: Durham Series 63 tutor
...educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 7
- +23 subjects
Ben: Durham Series 63 tutor
...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 63
- Series 86
- Exam IFM - Investment and Financial Markets
- FRM
- +39 subjects
John: Durham Series 63 tutor
...most relevant experience is as an equity trader, where I was responsible for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 57
- CFA
- SIE
- +20 subjects
Brendan Daniel : Durham Series 63 tutor
...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 risk management. For students, (and interns), I...
Subject Expertise
- Series 63
- CAIA Level I
- Series 57
- Series 22
- +62 subjects
Nana: Durham Series 63 tutor
...to be a tutor because I enjoy helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to...
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 9
- Series 26
- Series 28
- +42 subjects
Zachary: Durham Series 63 tutor
...a large firm in the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- SIE
- Series 65
- Series 7
- +12 subjects
James: Durham Series 63 tutor
...earned a Bachelor's degree (in only 5 semesters) in Business Administration and graduated Summa Cum Laude (1978). During that time period I helped establish my first financial conglomerate, including a mutual fund, an NASD sales and investment advisory firm, and a transfer agent. In 1983, I earned a Master's in Business Administration from Illinois State...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 63
- Series 66
- Series 27
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Jahlen: Durham Series 63 tutor
...in tutoring the SIE exam, Series 6, Series 63. Tutors in a style that establishes a bridge between the material and common terms that are very understandable. I've received a Bachelors of Arts degree in economics from SUNY Purchase. I've also spent my recent time of employment working for a insurance company. At this time...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- SIE
- Insurance License
- Series 6
- +1 subjects
Luke: Durham Series 63 tutor
...been a trader at Vanguard and a trainer at JP Morgan brokerage. My engaging teaching style and years in the business will allow you to separate critical information from the noise on the 7 65 and 66. We can practice together or come up with a personalized strategy to get you over the finish line...
Education & Certification
- Shippensburg University of Pennsylvania - Bachelor of Science, Business, General
- University of Pittsburgh-Pittsburgh Campus - Master of Science, Business, General
Subject Expertise
- Series 63
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 6
- +5 subjects
Kevin: Durham Series 63 tutor
...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...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 79
- Series 3
- Series 7
- +41 subjects
Harrison: Durham Series 63 tutor
...Harrison and I am 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...
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
Jorge: Durham Series 63 tutor
...world of Finance and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 63
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +38 subjects
David: Durham Series 63 tutor
...driving client services and business development. My experience is diverse and encompassed training and facilitation, strategy, financial management, financial planning, product management, project and program leadership. I have served not only as a trainer in the corporate structure but also as a financial educator and a tutor for peers as well as young children. My...
Education & Certification
- Clark Atlanta University - Bachelor in Arts, Business Administration and Management
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- High School Economics
- Other
- +14 subjects
Lonie: Durham Series 63 tutor
...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...
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 63
- SIE
- Series 6
- Series 65
- +21 subjects
Ernesto: Durham Series 63 tutor
I have decades of experience both in academe as well as in the financial services field, and have helped thousands of adults reach their academic and professional licensing goals.
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 63
- SIE
- Series 24
- NASAA - North American Securities Administration Association
- +22 subjects
Hal: Durham Series 63 tutor
...on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 63
- CFP
- Series 87
- Series 7 - General Securities Representative Exam (Stockbroker)
- +171 subjects
Private Series 63 Tutoring in Durham
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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You can learn more efficiently and effectively because the teaching style is tailored to you.
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