Top Series 65 Tutors serving Alameda
Blake: Alameda Series 65 tutor
...with things I didn't even know I 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- High School Geography
- +71 subjects
Christopher: Alameda Series 65 tutor
...level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CPA
- CFA
- Managerial Accounting
- +139 subjects
Karen: Alameda Series 65 tutor
...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 can break it down for you...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Real Estate License
- Series 66
- Series 26
- +21 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 79
- Series 86
- Insurance License
- +23 subjects
Kevin: Alameda Series 65 tutor
...investment. My passion for teaching 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...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 30
- Series 7
- Series 6
- +41 subjects
Scot: Alameda Series 65 tutor
...2011. In February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 57
- Series 22
- Series 82
- +12 subjects
Jessica: Alameda Series 65 tutor
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
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- SIE
- +79 subjects
Eric: Alameda Series 65 tutor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 65
- Series 66
- Series 52
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
Aaron: Alameda Series 65 tutor
...believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- CFP
- Series 66
- Series 4
- +7 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- ChFC - Chartered Financial Consultant
- CFP
- FINRA - Financial Industry Regulatory Authority
- +1 subjects
James: Alameda Series 65 tutor
...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 down time or traveling to major cities and reading.
Education & Certification
- University of Michigan-Dearborn - Bachelor in Arts, Business, General
Subject Expertise
- Series 65
- Insurance License
- Series 56 - Proprietary Trader Qualification Exam
- Microeconomics
- +33 subjects
Dana: Alameda Series 65 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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 31
- Insurance License
- +27 subjects
Nhan: Alameda Series 65 tutor
...another Master program, this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +78 subjects
Edward: Alameda Series 65 tutor
...plus year veteran of the Financial Services industry. I have been involved with advising and counselling 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 am currently...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 66
- Series 7
- Series 6
- +22 subjects
Brian: Alameda Series 65 tutor
...graduate of Portland State University. I received a Bachelor of Science with honors in Finance and Law. I also received a certificate in Black Studies with honors. I have a graduate degree from the Stonier Graduate School of Banking as well. I started a financial consulting business while in college then sold it a few...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- SIE
- Series 63
- Six Sigma
- +22 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- CPA
- Series 52
- Series 6
- +24 subjects
James: Alameda Series 65 tutor
...I was able to accelerate the completion of my Master of Business Administration (MBA) in just one additional year, also at Cornell. Upon graduation, I applied my knowledge as a management consultant to Fortune 500 companies in many different industries, primarily in the role as a process and profit improvement specialist. I then joined an...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Microeconomics
- Managerial Accounting
- Mathematical Optimization
- +28 subjects
Zachary: Alameda Series 65 tutor
...and give investment advice to 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...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 63
- Series 28
- Series 24
- +11 subjects
Valentina: Alameda Series 65 tutor
...20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. I have also been FINRA licensed in Series 63 and Series 65. The exams are very challenging, but there is nothing there that you will not be able to comprehend...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 7
- SIE
- Series 63
- +4 subjects
Ben: Alameda Series 65 tutor
...portfolio manager, 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 65
- Series 26
- Series 3
- Series 63
- +39 subjects
Private Series 65 Tutoring in Alameda, CA
Receive personally tailored Series 65 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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