Top Series 65 Tutors serving Dallas Fort Worth

Daniel: Dallas Fort Worth Series 65 tutor
...old farm house that my mother was born in. After the move, I discovered I could not complete a degree with USF through distance learning so I went an obtained my Associates Degree in Science at Heartland Community College before finishing a Bachelor's Degree in Philosophy at Illinois State University in less than two years. Before graduating from ISU I took the LSAT and began applying to Law Schools. I was ecstatic to be accepted...
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
- Public Speaking
- +53 subjects

Brendan Daniel : Dallas Fort Worth Series 65 tutor
...founded my own firm. Currently, I am a level 3 CFA candidate and portfolio manager for my digital asset hedge fund. I focus on the fund's DeFi investment strategy, blockchain research, and protocol risk management. For students, (and interns), I have taught solidity, python, CFA level 1 and 2 material, Series 7, 63, and 65. I have also taught financial modeling, smart contract development, data analysis, and machine learning model development in python. (CFA material...
Subject Expertise
- Series 65
- Series 27
- Series 3
- Series 63
- +62 subjects

Victoria: Dallas Fort Worth Series 65 tutor
...in Business Administration and I am a Certified Financial Planner. I also 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...
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 7
- Series 23
- Series 26
- +35 subjects
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- ChFC - Chartered Financial Consultant
- FINRA - Financial Industry Regulatory Authority
- CFP
- +1 subjects

Aleta: Dallas Fort Worth Series 65 tutor
...seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually and within my community.
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects

Robin: Dallas Fort Worth Series 65 tutor
...(Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open communication, and making complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of academia, I am deeply involved in relationship management and business development, which keeps me connected to the practical applications of the subjects I teach. I have both classroom experience and experience working with those...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +23 subjects

Aaron: Dallas Fort Worth Series 65 tutor
...my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained 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...
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 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects

Peter: Dallas Fort Worth Series 65 tutor
...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 better understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass the...
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 27
- Series 16
- Series 28
- +42 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 9
- Series 52
- Series 57
- +24 subjects

Claudio: Dallas Fort Worth Series 65 tutor
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
Subject Expertise
- Series 65
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +34 subjects
Private Series 65 Tutoring in Dallas Fort Worth, TX
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