Award-Winning Series 65 Tutors in Minneapolis, MN

I have over a decade of experience in the financial services industry, ranging from annuity servicing, internal wholesaling, external wholesaling, institutional sales, and financial advising. I have tutored many along the way to help them pass their FINRA exams. Learning the real-world applicability and what the exam is trying to get you to understand will help you to pass so that you can begin/further your career. I'm here to help!

...in the Financial Planning Industry for 4 years and have acquired multiple Series certifications as well as passing the CFP exam. Throughout my time in the industry I have grown accustom to breaking problems down, and explaining complex situations to help educate clients and co-workers. I would love nothing less to continue educating those who are pursuing a similar path! Let me know how I can help you along your path to helping others.

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.

...I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained 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...

I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.

...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 and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of...

...am a Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's get...

...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 and Bachelor of Engineering in Digital Packaging Engineering, both from Wuhan University, Duke University's Chinese partner and a Top 10 university there. I wish my experience, knowledge, and expertise would assist you to...

My name is John Walker. I am a seasoned veteran in the financial and insurance industries. I look forward to putting my personal experience, education, and training to work for you. I hope to work with up-and-coming professionals to ensure you meet and exceed your goals!

...Upon graduation I commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I applied for grad school and began my MBA with a concentration in finance shortly after from LSUS. It was at this point that I knew that I wanted to make finance a career. I currently hold the Chartered Financial Consultant and Retirement Income...

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.

My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.

I received a Bachelor in Business Management with emphasis in Processes and a CRPC designation from Kaplan College for Financial Planning. With many years of experience as a business owner, financial advisor and consultant, my teaching style and substance comes from a wealth of practical knowledge and industry experience. I tutor at the college and professional level and work mainly with people who are preparing for securities and insurance exams, but also some business classes.

...Specialist (AAMS). I have over 15 years of experience as a Wealth Management Professor, Financial Services Trainer, Investment Professional Coach, Financial Consultant and Registered Investment Advisor. Series 65 / 66 go to person. Passed the exam on first attempt. Then became a Certified Financial Planner (CFP) and Chartered Financial Consultant (ChFC), the knowledge learned from these designations exceeds the requirements for the exam. My passion for teaching is revealed by sharing real world stories, test...

...top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the opportunity to become part of a newly formed global team deployed as financial engineers in various financial centers - Chicago, Zurich, London, Paris, Tokyo, Hong Kong. My assignment was in the bank's headquarters of Zurich,...

As an investment professional for over thirty years, I really enjoy teaching the nuances of the craft. It's a great career and students can benefit from my victories and defeats. Tutorship exclusively by the Thayer Method; This methodology is one in which students are responsible for their own learning. They study material prior to attending class and classroom time is spent reinforcing/clarifying lesson material. If you are unmotivated, I am not the correct teacher.

...clients/students not only understood "what" products and services were provided but the "why." This is equally important to me as a tutor. My key to helping you PASS YOUR EXAM is understanding the "why". There are many proven techniques I will use based on this concept. My qualifications include the Certified Series 7, 6, 63, and 65 and a Life, Health, Annuities and Variable Contracts Producer License from the State of Virginia. I also hold...

...I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning framework for each session, so he...

...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...