Top Series 65 Tutors serving Atlanta
Zachary: Atlanta Series 65 tutor
...work for a large firm in the industry 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 the information you need to know to pass and skip out on...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 24
- Series 7
- Series 28
- +11 subjects
Mary: Atlanta Series 65 tutor
...by the coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 16
- Series 30
- Series 31
- +101 subjects
Christopher: Atlanta Series 65 tutor
...work experience as a business valuation analyst and 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 offered a position in the finance lab as a head tutor, and...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CPA
- CFA
- SSAT
- +139 subjects
Ben: Atlanta Series 65 tutor
Experienced 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 7 - General Securities Representative Exam (Stockbroker)
- Series 5 - Interest Rate Options Exams
- Series 24
- +33 subjects
James: Atlanta Series 65 tutor
...of Engineering. Based on my strong academic record, 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 investment firm which was pioneering the use of Artificial Intelligence to managing...
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Personal Finance
- Linear Programming
- College Algebra
- +28 subjects
Mark: Atlanta Series 65 tutor
...7 - # 63 - # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- API - Associate in Personal Insurance
- CFA
- Series 7
- +73 subjects
Dana: Atlanta 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 31
- Series 63
- Insurance License
- +27 subjects
Brian: Atlanta Series 65 tutor
...businesses achieve their desired improvements. I am a 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 years out of college. I became a US Marine. Over the next...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Six Sigma
- Series 63
- +22 subjects
Jessica: Atlanta Series 65 tutor
I customize learning plans, including comprehensive test sets dependent upon your personal needs. My specialties are FINRA exams: SIE 98.9% pass rate 3 100% pass rate 6 100 % pass rate 7 98.9% pass rate 28 100% pass rate 63 100% pass rate 65 100 % pass rate 66 100% pass rate * I update my material consistent with FINRA's algorithm update on the first of each month, industry updates, and market changes.
Education & Certification
- Georgia State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7
- Series 86
- Series 66
- +28 subjects
Daniel: Atlanta Series 65 tutor
...that they can help make the world a better place! I have worked in the past in assisting non-traditional students obtaining their High School Diploma as well as working with Martin County as a substitute teacher where I have taught several different classes and age groups. I started out my post-high school education at the University of South Florida where I went through many changes in majors and enjoyed taking a wide variety of classes....
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
- SAT Subject Tests
- +53 subjects
Jarrett: Atlanta Series 65 tutor
...Administration and my life hasn't been the same since. After graduation I began a career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of analytics. I am...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 7
- Series 6
- +20 subjects
Karen: Atlanta Series 65 tutor
...business administration. 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 can break it down for you and relate it to something that makes sense for you.
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Real Estate License
- Series 66
- Series 6
- +20 subjects
Joshuah: Atlanta Series 65 tutor
...and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- CFA
- Series 63
- CPA
- +10 subjects
Joseph: Atlanta Series 65 tutor
...Prospective Student, if you want to learn how to make money the right way, build wealth and protect it, hire me! I'm a CFP and professional money coach who has been helping people and families make smarter money choices since 1983. With nearly four decades of private client advisory, teaching, training and coaching experience, I specialize in personal finance instruction, and I look forward to helping you realize all of your financial dreams. Cheers! Joe
Education & Certification
- Community College of Allegheny County - Associate in Arts, Liberal Arts and Sciences
Subject Expertise
- Series 65
- Insurance License
- Series 24
- CFP
- +12 subjects
Brendan Daniel : Atlanta Series 65 tutor
...you. I firmly believe in bringing the practical application of subjects to education. What you are learning isn't all theory, after all. I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently,...
Subject Expertise
- Series 65
- Series 24
- Series 86
- Series 4
- +61 subjects
Brett: Atlanta Series 65 tutor
...the securities industry working in a wide range of roles from private, high 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...
Education & Certification
- Belmont University Cum Laude - Bachelor of Science, General Studies
Subject Expertise
- Series 65
- SIE
- Series 53
- Series 52
- +16 subjects
Howard: Atlanta Series 65 tutor
Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92.
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- +23 subjects
Edward: Atlanta Series 65 tutor
A 25 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 a high school basketball coach, and former youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +21 subjects
Nicholas: Atlanta 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
- CFA
- CFP
- CIMA
- +39 subjects
Victoria: Atlanta Series 65 tutor
...have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 51
- CFP
- SIE
- +35 subjects
Private Series 65 Tutoring in Atlanta, GA
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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You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.