Top Series 65 Tutors serving Philadelphia
Krista: Philadelphia Series 65 tutor
...have a BS (Penn State University) & MBA (Capella University). I currently licensed with the state of NJ for Life/Health Insurance. I am registered with FINRA (Series 7 & 66). I also hold a Certified Financial Planner designation. I help candidates studying for their Life/Health, SIE, Series 7, Series 6, Series 66 (63/65), and CFP designations. I am eager to pass on various tips and tricks I have learned for the various exams. I have...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Administration and Management
- Capella University - Masters in Business Administration, Project Management
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- Insurance License
- +18 subjects
Michael: Philadelphia Series 65 tutor
...am also a Commercial Pilot and Certified Flight Instructor 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...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 9
- Series 63
- Series 24
- +16 subjects
Jim: Philadelphia Series 65 tutor
...over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General Securities Principal), Series 4 (Registered Options Principal), Series 27 (Financial and Operations Principal), Series 53 (Municipal Securities Principal), Series 66 (Investment Advisor Representative) and PA Life and...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 4
- Series 66
- +16 subjects
Blake: Philadelphia Series 65 tutor
...what has helped me in my life and career 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...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Managerial Accounting
- +71 subjects
Sebastian: Philadelphia Series 65 tutor
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.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 6
- Series 7
- CFA
- +14 subjects
Karen: Philadelphia Series 65 tutor
...graduated with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 24
- Series 63
- Series 66
- +24 subjects
Isaac: Philadelphia Series 65 tutor
...concepts. My tutoring experience has been one on one with each student and I believe that individualized attention helps accelerate the learning process. Throughout my career I have helped younger advisors on my team study for their series exams (SIE, series 6, 7, 63, 65, and 66). I graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Insurance License
- Series 7
- SIE
- +9 subjects
Jorge: Philadelphia Series 65 tutor
...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 in a disciplined and structured...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Insurance License
- +38 subjects
James: Philadelphia 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 7
- Series 10
- CFP
- +24 subjects
Hal: Philadelphia Series 65 tutor
...interest, will benefit from the best possible learning situation that can be provided and consequently contribute to the whole of society. No one method applies to all. It is my goal to focus on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Series 27
- Series 28
- CIMA
- +171 subjects
Robin: Philadelphia Series 65 tutor
...helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their 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,...
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 7
- Series 6
- Series 66
- +23 subjects
Joseph: Philadelphia Series 65 tutor
...to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome all...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 9
- SIE
- Series 4
- +48 subjects
Edward: Philadelphia Series 65 tutor
A 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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 63
- Series 9
- Insurance License
- +26 subjects
Vincent : Philadelphia Series 65 tutor
I 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...
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 63
- +14 subjects
Jacquelyn: Philadelphia Series 65 tutor
...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 large groups has proved...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- SIE
- RICP - Retirement Income Certified Professional
- Series 24
- +18 subjects
Nhan: Philadelphia Series 65 tutor
...finish my second Master in Fall of 2019, and 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...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Series 7
- Series 24
- CPA
- +78 subjects
Kevin: Philadelphia Series 65 tutor
...Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I help students succeed and realize their own potential with improved confidence, grades and test scores. Because I have over 20 years of "real life" professional experience and have traveled extensively, I am able to provide you real life examples to...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- Series 7
- Series 6
- +41 subjects
David: Philadelphia Series 65 tutor
...Smith Colleges where I was President of my fraternity and played on the golf team. I received an M.B.A in Finance from the Rochester Institute of Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- AIFA - Applied Investment and Finance Analyst Certification Exam
- Series 7
- +151 subjects
Michael: Philadelphia Series 65 tutor
...passion for helping students stems from a deep commitment to making this journey as smooth and rewarding as possible. I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my students...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 24
- CFP
- Series 66
- +12 subjects
Scot: Philadelphia Series 65 tutor
...I received my degree in Marketing in 2010 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 22
- CFP
- Series 24
- +12 subjects
Private Series 65 Tutoring in Philadelphia, PA
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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