Top Series 65 Tutors serving Austin

John: Austin Series 65 tutor
...graduated from Clemson 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...
Education & Certification
- Clemson University - Bachelor of Science, Economics
- Southern Methodist University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Pre-Algebra
- Tableau
- Technology and Coding
- +20 subjects

Sarah: Austin Series 65 tutor
...that get you to your "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...
Education & Certification
- Texas Tech University - Bachelor of Science, Financial Planning
Subject Expertise
- Series 65
- Series 86
- CFP
- Series 26
- +9 subjects

Jorge: Austin Series 65 tutor
...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 in a disciplined and structured manner. By doing so, they gain confidence and focus...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 65
- Series 63
- Series 6
- Insurance License
- +38 subjects

Chunhua: Austin Series 65 tutor
...engagements both in public and corporate board. I enjoy challenges and have consistently grown within the industry by enhancing my shills and obtaining additional licenses as well as taking on additional responsibilities. I am a people person who enjoys knowing and working with new people. I have positive and patient personality. I want share my insights to enhance a student's potential. Rich industries' experience. Skills of taking exams. Positive and kind personality. Understanding I am...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- Insurance License
- NMLS - Nationwide Mortgage Licensing System
- SEE - Special Enrollment Exam
- +7 subjects

Daniel: Austin Series 65 tutor
...I was ecstatic to be accepted and attend our nation's oldest law school. I graduated from the College of William and Mary's School of Law in the top third of my class, which was no easy feat considering that I went into law school with one child and before I graduated I had my second. I enjoy tutoring all subjects because the pursuit of knowledge is something I am passionate about and I love to...
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
- World Religions
- +53 subjects

Christopher: Austin Series 65 tutor
...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 have since found that those skills have translated well to helping business students thrive at Varsity Tutors. While I also tutor other subjects including Spanish and College English, I have found working...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CFA
- CPA
- ACCUPLACER ESL
- +144 subjects

Zachary: Austin Series 65 tutor
...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 are looking for a tutor who can break down the concepts into an...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- Series 7
- Series 63
- +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 22
- Series 63
- Series 7
- +7 subjects

Aaron: Austin Series 65 tutor
...the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 7
- Series 53
- Series 24
- +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
- Series 24
- SIE
- Series 10
- +25 subjects

Michael: Austin Series 65 tutor
...at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight instructor certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 10
- Series 31
- +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
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 6
- +11 subjects

Peter: Austin Series 65 tutor
...office and the other a 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...
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 28
- Series 87
- Series 3
- +42 subjects

Valentina: Austin Series 65 tutor
...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 schools. My qualifications are Highly Qualified, and my teaching endorsements are in Business,...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects

John: Austin Series 65 tutor
...on making complex topics accessible 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...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- AACN - American Association of Colleges of Nursing
- CFA
- SIE
- +17 subjects

Johnny: Austin Series 65 tutor
...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. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 26
- +14 subjects

Jacquelyn: Austin Series 65 tutor
...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 large groups has proved to be successful. I look forward to becoming your...
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 79
- Series 24
- +18 subjects

Stephen: Austin Series 65 tutor
...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 all ages. I look forward to making a positive impact in the lives...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- Insurance License
- SIE
- CFP
- +21 subjects

Edward: Austin Series 65 tutor
...25 plus year 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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 26
- +26 subjects

Danny: Austin Series 65 tutor
...addition, I also have my New Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +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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