Top Series 65 Tutors serving Austin

John: Austin Series 65 tutor
...University with a BS in Economics. I also have an MBA in Finance from Southern Methodist University. I'm currently working towards an MS in Quantitative Finance and Economics from Texas State University. I also work as a Quantitative Analyst at a fixed income investment firm. In my previous jobs, I was an underwriter in the insurance industry and before that I was an Infantry Officer in the United States Marine Corps. I enjoy teaching and...
Education & Certification
- Clemson University - Bachelor of Science, Economics
- Southern Methodist University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Technology and Coding
- SQL
- Geometry
- +20 subjects

Sarah: Austin Series 65 tutor
..."ah-ha" moment! I also dedicate time to test-taking techniques, including those specifically for the CFP, that increase odds of student's success. I would love to take some time to meet you and learn more about where you are in your CFP journey! If you have any questions or would like to learn more about what our partnership would look like, don't hesitate to contact me so we can put together an introductory meeting so we...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- Series 65
- CFP
- SIE
- Series 24
- +9 subjects

Jorge: Austin Series 65 tutor
...Island University, earning my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance 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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 65
- Series 66
- Series 55
- Series 7
- +38 subjects

Chunhua: Austin Series 65 tutor
...Science and 2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of experiences and offering guidance to students. I am a visual...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- Series 7
- Series 63
- Series 6
- +7 subjects

Daniel: Austin Series 65 tutor
...my second. I enjoy tutoring all subjects because the pursuit of knowledge is something I am passionate about and I love to share that passion with 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...
Education & Certification
- Illinois State University - Bachelor in Arts, Philosophy
- College of William and Mary - Juris Doctor, Legal Studies
Subject Expertise
- Series 65
- Florida Bar Exam
- Bar Exam
- Social Studies
- +53 subjects

Christopher: Austin Series 65 tutor
...well to helping business students thrive at Varsity Tutors. While I also tutor other subjects including Spanish and College English, I have found working with professionals seeking designations or motivated college business students looking to get ahead to be a great fit for me. I now work in business development for a venture capital firm whose operators have created over $3.0B in exit value. I help make sure capital flows to the best and brightest...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CPA
- CFA
- Graduate Test Prep
- +144 subjects

Zachary: Austin Series 65 tutor
...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 and their real world applications. If you...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 28
- Series 24
- SIE
- +12 subjects

Raymond: Austin Series 65 tutor
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
Subject Expertise
- Series 65
- Series 63
- Series 86
- Series 22
- +7 subjects

Aaron: Austin Series 65 tutor
...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 their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the...
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 4
- Series 7
- +7 subjects

James: Austin Series 65 tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 65
- CFP
- Insurance License
- Series 66
- +25 subjects

Michael: Austin Series 65 tutor
...teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and weaknesses, the focus on increasing their strengths and improving on their weaknesses. I...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- FAA - Federal Aviation Administration examination
- Series 3
- Series 63
- +16 subjects

Kyle: Austin Series 65 tutor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 65
- SIE
- Series 63
- Series 6
- +11 subjects

Peter: Austin Series 65 tutor
...national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Series 26
- CSET - California Subject Examinations for Teachers
- Series 15 - Foreign Currency Options Exam
- +42 subjects

Valentina: Austin Series 65 tutor
...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 and nail from the first attempt. Therefore, I am standing by to help you with these challenging exams. Additionally, I have been teaching as a licensed teacher for several years in public...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- FINRA - Financial Industry Regulatory Authority
- +4 subjects

John: Austin Series 65 tutor
...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 concepts. My background includes hands-on experience at PwC and J.P. Morgan, which enriches my tutoring sessions with insights from the industry. I am passionate about helping students not only succeed academically but also understand how these subjects can impact their future...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- AACN - American Association of Colleges of Nursing
- SIE
- CFA
- +17 subjects

Johnny: Austin Series 65 tutor
...subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also teach economics and how economics is applied to the Stock market. Other subjects I may teach are undertanding Bonds, Credit Spreads, Economy Cycles, Simple and Compound Interest within Excel,...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 57
- Series 26
- Series 7
- +14 subjects

Jacquelyn: Austin Series 65 tutor
...Parenting my children at home on how to 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, and developed during the process. My experience working one-on-one, in small and...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- Exam IFM - Investment and Financial Markets
- Series 9
- SIE
- +18 subjects

Stephen: Austin Series 65 tutor
...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 I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to connect with students of...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- Insurance License
- CFP
- Real Estate License
- +21 subjects

Edward: Austin Series 65 tutor
...veteran of the Financial Services industry. I have 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. I love music and am an active member of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 9
- Series 6
- Series 7
- +26 subjects

Danny: Austin Series 65 tutor
...from the battlefield to the corporate office. I am happy to share my knowledge and experiences with 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 coaching and developing...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 9
- Series 24
- SIE
- +11 subjects
Private Series 65 Tutoring in Austin, TX
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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