Top Series 65 Tutors serving Detroit

James: Detroit Series 65 tutor
Hi, after graduating from The University of Michigan Business 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
- Accounting
- +33 subjects

Jacquelyn: Detroit Series 65 tutor
...and a Business Leader in the community, mentoring, and coaching, I have assisted many others in accomplishing their educational goals. 1. 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,...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- SIE
- ARM - Associate in Risk Management
- Series 6
- +18 subjects

Carlyle: Detroit Series 65 tutor
I am a licensed financial services professional and have working in investment banking (including research) for many years. In addition, I have been tutoring test prep for specific standardized assessments for professional certifications (FINRA exams), admissions to undergraduate, graduate, and professional schools for 15 years or so, and my students have found my method quite effective. I also tutor some subjects: math, English (including grammar), and writing. I am eager to work with students who...
Education & Certification
- Northwestern University - Bachelor in Arts, Psychology
Subject Expertise
- Series 65
- Series 66
- Series 57
- Real Estate License
- +70 subjects

Blake: Detroit Series 65 tutor
...the most: someone coming alongside me and helping me 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 CFP Professionals in the country in 2019. My best areas to...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Trigonometry
- +71 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 6
- SIE
- Series 9
- +16 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 52
- Insurance License
- Series 10
- +23 subjects

Johnny: Detroit Series 65 tutor
...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 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...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- SIE
- Series 66
- +14 subjects

Gary: Detroit Series 65 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 79
- Series 63
- Series 99
- +72 subjects

Scot: Detroit Series 65 tutor
...and became a licensed financial advisor in June of 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 characteristics of an impactful education! I look forward to helping you...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 63
- SIE
- Series 22
- +12 subjects

Albert: Detroit Series 65 tutor
...and SAT. I am particularly good at coaching Maths, Verbal, and Writing skills. Within the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- CFA
- Series 7
- +46 subjects

Aaron: Detroit Series 65 tutor
...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 advising and planning and retirement consulting. When I'm not focusing on my craft I...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 24
- CFP
- Series 7
- +7 subjects

Victoria: Detroit Series 65 tutor
...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 have the most success when...
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 23
- Series 52
- Series 7 - General Securities Representative Exam (Stockbroker)
- +35 subjects

Daniel: Detroit Series 65 tutor
...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 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...
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
- High School Political Science
- +53 subjects
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 65
- Series 7
- Series 66
- NASAA - North American Securities Administration Association
- +20 subjects

Mark: Detroit 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Real Estate License
- Exam IFM - Investment and Financial Markets
- Series 9
- +73 subjects

Jessica: Detroit 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
- FINRA - Financial Industry Regulatory Authority
- Insurance License
- Series 63
- +79 subjects

Edward: Detroit 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 a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7
- SIE
- Series 79
- +24 subjects

Robin: Detroit Series 65 tutor
...unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA certifications (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...
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
- SIE
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +23 subjects

Brendan Daniel : Detroit Series 65 tutor
...manager while pursuing my CFA, and recently 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...
Subject Expertise
- Series 65
- Series 57
- CAIA Level I
- Series 52
- +62 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- Series 6
- +14 subjects
Private Series 65 Tutoring in Detroit, MI
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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