Top Series 65 Tutors serving Durham
Blake: Durham Series 65 tutor
...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 of the youngest CFP Professionals in the country in 2019....
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- ACT English
- +71 subjects
Glenn: Durham Series 65 tutor
...business, Glenn Turner Investments. When you engross yourself in the things of Wall Street, you quickly learn how smart and creative people are. It is an exciting industry and it can change your life. I'm told that, when the conversation shifts to the markets, I light up and my enthusiasm comes to life. Having come...
Education & Certification
- Georgia State University - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- NMLS - Nationwide Mortgage Licensing System
- Insurance License
- Algebra
- +4 subjects
Prince: Durham Series 65 tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- CFP
- +1 subjects
Sarah: Durham Series 65 tutor
...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, whether that means intensive preparation in a month or a...
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 63
- SIE
- Series 66
- +36 subjects
Joseph: Durham Series 65 tutor
...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 our goals! I welcome all students to study together...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 6
- Series 7
- SIE
- +48 subjects
Benjamin: Durham Series 65 tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- CFP
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- +24 subjects
Aleta: Durham Series 65 tutor
...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 money management skills individually and within my community.
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- SIE
- +27 subjects
Lonie: Durham Series 65 tutor
I don't teach as 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....
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 7
- Series 6
- Insurance License
- +21 subjects
Michael: Durham Series 65 tutor
...engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your path to...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- CFP
- Series 7
- SIE
- +12 subjects
Robin: Durham Series 65 tutor
...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 communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of...
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 65
- Series 63
- Series 66
- Series 7
- +23 subjects
Julie: Durham Series 65 tutor
I am a Certified Financial Planner, Certified Financial Therapist - I with a Master of Science in Finance and a Bachelor of Business Administration. While I am a fee-only fiduciary advisor now, I have taken and passed the Series 7, Series 65, and Series 66 exams as well as the rigorous Certified Financial Planner examination....
Subject Expertise
- Series 65
- Series 66
- CFP
- SIE
- +5 subjects
John: Durham Series 65 tutor
...experience, I specialize in Series 65, SIE, accounting, and corporate finance. My teaching philosophy is centered on making complex topics accessible through real-world applications and tailored lesson plans that accommodate individual learning styles. I believe in fostering a supportive environment that builds confidence, using practical examples and interactive exercises to ensure my students grasp foundational...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- CFA
- Series 7
- AACN - American Association of Colleges of Nursing
- +23 subjects
Niamke: Durham Series 65 tutor
...and economics, including preparation for the Series 63 and 65 exams. My approach centers on ensuring that students grasp fundamental concepts, fostering a deeper understanding that transcends mere memorization. I aim to create a supportive environment where students can express their learning needs, allowing me to tailor my methods to their unique styles. Drawing from my...
Education & Certification
- Southeastern Oklahoma State University - Bachelor's, Finance
Subject Expertise
- Series 65
- Microeconomics
- Economics
- College Business
- +4 subjects
Nancy: Durham Series 65 tutor
...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 in English Literature, Human Geography, or American or World History.
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +85 subjects
Stephen: Durham Series 65 tutor
...estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- Series 7
- CFP
- Real Estate License
- +22 subjects
Myles: Durham Series 65 tutor
...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 attempt and in a relatively short time frame. I hope to pass on to...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 6
- Series 63
- Series 7
- +4 subjects
Shawn: Durham Series 65 tutor
...in 1996. I currently work in the financial services industry. While I tutor a broad range of subjects, I am most passionate about tutoring/teaching in Test Prep, Business, Financial subjects, and the Social Sciences. In my experience, one size does not fit all and the people I've worked with do well because we find a...
Education & Certification
- Washington University in St Louis - Master of Arts, International Relations
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 6
- +47 subjects
Nicholas: Durham 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
- CFP
- CIMA
- Series 63
- +43 subjects
James: Durham Series 65 tutor
Hi, after graduating from The University of Michigan Business School in finance, I was hired on Wall Street investment banking where I stayed until starting my own advisory firm 27 years ago, also during this time I started 9 start up companies in various industries. I love being with my family and grandchildren in my...
Education & Certification
- University of Michigan-Dearborn - Bachelor in Arts, Business, General
Subject Expertise
- Series 65
- Series 56 - Proprietary Trader Qualification Exam
- Insurance License
- Financial Accounting
- +33 subjects
TATIANE: Durham Series 65 tutor
...that helped me succeed with other students who are preparing for the same goal. My focus is on supporting students in a clear, patient, and structured way, helping them feel confident and well-prepared for their exams. I understand the challenges of studying for professional certifications, and I aim to make the learning process easier and...
Education & Certification
- other - Bachelor's, Computer Science
- other - Master's/Graduate, Management and Business
Subject Expertise
- Series 65
- Professional Certifications
Private Series 65 Tutoring in Durham
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