Top Series 63 Tutors serving Philadelphia
Krista: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...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 learned for the various exams. I have various study tips and tricks that I have found helpful and previous students that I have tutored have as well.
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
Capella University - Masters in Business Administration, Project Management
Robert: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
I am passionate about lifting up the next generation of business leaders. I had amazing tutors when I was in college and business school and I am ready to pay it forward.
Education & Certification
Carnegie Mellon University - Masters in Business Administration, Business Statistics
David: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.
Education & Certification
Boston College - Bachelor in Arts, Economics
Boston College - Bachelor in Arts, Romance Languages
Jim: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and Health Insurance agent exam. My goal is to have the student pass...
Education & Certification
Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Education & Certification
Pepperdine University - Masters in Business Administration, Business Administration and Management
Kevin: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...comes from a life long passion for learning. Im a Masters Degree graduate of 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" professional experience and have traveled extensively,...
Education & Certification
Truman State University - Bachelor of Science, Accounting
Washington University in St Louis - Masters in Business Administration, Finance
Ramona: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...from University of North Florida and a Masters in Finance from Patten University. I am a certified project manager and a certified scrum master. I am a financial representative licensed to sell life insurance, stocks, bonds, mutual funds, and variable annuities. I have tutored children from the age of 4 to adults in both reading, math, and finance. My favorite subject to teach is reading because it opens up a whole new world to the...
Education & Certification
University of North Florida - Bachelor in Business Administration, Business Administration and Management
Patten University - Masters in Business Administration, Finance
Claudio: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
Trinity College - Master of Science, Finance
edward: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
I am a person with an easy-going personality style with complete empathy for your situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker of Record.
Education & Certification
University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Jeremy: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
I'm grateful to have the opportunity to meet new people. I think an environment of mutual respect and understanding is important. It leads to great conversation and learning by both parties.
Education & Certification
SUNY College at Old Westbury - Bachelor in Arts, Political Economy
Brian: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
I have a BS in finance and economics, I worked as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
Education & Certification
Johnson Wales University-Providence - Bachelor in Arts, Finance
Zachary: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...our high networth clients between 250k-5MM 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 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 of the "test world" concepts...
Education & Certification
Troy University - Bachelor in Arts, Finance
Isaiah: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...Mathematics. For four years I taught math in Montgomery Public School system (Montgomery, AL). The subjects ranged from pre-algebra to calculus. I taught grades 6th, 9th, 10th, 11th, & 12th. During my last year of teaching high school, I began studying for FINRA Series 6 exam. I passed the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of...
Education & Certification
Alabama State University - Bachelor of Science, Mathematics
Alabama State University - Master of Science, Mathematics
Raymond: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
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
Andrew: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...Business School with a Finance Concentration. I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding...
Education & Certification
UNC Chapel Hill - Bachelors, Economics & Psychology
Georgetown University - Masters, Finance
GMAT: 700
Brett: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...net worth only partnerships to large wirehouses and having earned a number of licenses along the way (Series 7, 63, 66, 24 as well as General Lines Life, Accident and Health insurance), I have so much knowledge and practical experience to share - the idea that I will be a part of guiding you into your new career is very exciting to me! It's my way of passing the torch to the next generation. My...
Education & Certification
Belmont University Cum Laude - Bachelor of Science, General Studies
Robin: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
Senior Associate in Equity Research | UCLA Economics/Finance Alumni To me, Finance is the intersection between art and science.
Education & Certification
University of California-Los Angeles - Bachelor of Science, Economics
Jessica: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
Avid public speaker and advocate for financial literacy. I am a full-time financial advisor that uses my free time to help others gain the knowledge necessary to learn more about business and finance or make their own way in the financial services industry.
Education & Certification
SUNY College at Oneonta - Bachelor of Science, Economics
Jorge: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...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 to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing their efforts...
Education & Certification
Long Island University-C W Post Campus - Bachelor in Arts, English
Evan: Philadelphia Series 63 tutor
Certified Series 63 Tutor in Philadelphia, PA
...prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial...
Education & Certification
Northwestern University - Bachelor in Arts, Economics
Private Series 63 Tutoring in Philadelphia, PA
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