Top Series 65 Tutors serving Oxford

Blake: Oxford Series 65 tutor
...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. My best areas to teach are personal finance, economics, Algebra 1 and 2,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- ACT Residual
- +71 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 7
- CFP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +43 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 65
- Series 10
- Series 66
- Series 7
- +9 subjects

Edward: Oxford Series 65 tutor
...been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels....
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 6
- Series 26
- Series 79
- +26 subjects

Karen: Oxford Series 65 tutor
...In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7
- Series 99
- Series 63
- +24 subjects

Albert: Oxford Series 65 tutor
...high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism and Bachelor of Engineering in Digital Packaging Engineering,...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- Series 63
- CFA
- +46 subjects

Julie: Oxford Series 65 tutor
...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. I am here to help personal finance, finance, and business students achieve...
Subject Expertise
- Series 65
- SIE
- Series 66
- CFP
- +5 subjects

Kevin: Oxford Series 65 tutor
...Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life"...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CPA
- Series 66
- Series 30
- +41 subjects

Myles: Oxford Series 65 tutor
...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 more students the study habits that I was blessed to be...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 6
- Series 66
- Series 7
- +4 subjects

Hal: Oxford Series 65 tutor
...the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years, I've tutored well over 200 students, balancing that with authoring a couple of investment-related textbooks and teaching aids. I look...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- CFA
- CPA
- Series 66
- +171 subjects

Danny: Oxford Series 65 tutor
...you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of my adult life and...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 66
- Series 24
- Series 7
- +11 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 52
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- +23 subjects

Zachary: Oxford Series 65 tutor
...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 designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 63
- Series 24
- Series 7
- +12 subjects

Lonie: Oxford Series 65 tutor
...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. But my achievements don't amount to anything unless they translate into helping YOU...
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
- SIE
- Series 63
- Series 7
- +21 subjects

Kim: Oxford Series 65 tutor
...and sometimes six days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment 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...
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 65
- SIE
- Series 7
- Series 6
- +46 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- CFA
- Series 6
- CPA
- +14 subjects

John: Oxford Series 65 tutor
My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 9
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +10 subjects

Johnny: Oxford Series 65 tutor
...my military days I enjoy giving back to the community anyway that 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....
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 26
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +14 subjects

Daniel: Oxford Series 65 tutor
...my students! My teaching philosophy and style has always been one of flexibility. As a philosopher and lawyer, I have discovered that there is no true one size fits all so I meet with my students and tailor my approach to fit their learning styles and goals. Outside of Academia a few passions of mine...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Bar Exam
- Florida Bar Exam
- English
- +53 subjects

Jacquelyn: Oxford Series 65 tutor
...do well in class and on tests. 2. Advising employees on how to study to obtain professional licenses to achieve passing scores. It has been a great accomplishment for me. When your children graduate with Honors, and your student employees perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained,...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- Series 6
- ARM - Associate in Risk Management
- Series 63
- +18 subjects
Private Series 65 Tutoring in Oxford
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