Top Series 65 Tutors serving Philadelphia

Peter: Philadelphia Series 65 tutor
...at tutor mainly because of my experience. My expertise is in OPTIONS and MARGIN. I started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became...
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 6
- Series 7
- Series 86
- +42 subjects
Subject Expertise
- Series 65
- NCLEX
- PMP
- Series 7 - General Securities Representative Exam (Stockbroker)
- +56 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +23 subjects

Valentina: Philadelphia Series 65 tutor
...for the FINRA exams. I have been in the financial industry for over 20 years, and I am FINRA licensed in Series 7, Series 66, and of course, in SIE since it is a pre-requisite for Series 7. 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,...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- FINRA - Financial Industry Regulatory Authority
- +4 subjects

Joseph: Philadelphia Series 65 tutor
...an adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 63
- +30 subjects

John: Philadelphia Series 65 tutor
...also gained valuable experience tutoring my peers. With over 2 years of tutoring experience, I specialize in Series 65, SIE, accounting, and corporate finance. My teaching philosophy is centered 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...
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

Nancy: Philadelphia Series 65 tutor
...economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English Literature, Human Geography, or American or World...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- Series 79
- Series 7
- +85 subjects

Julie: Philadelphia Series 65 tutor
I am a Certified Financial Planner, Certified Financial Therapist - I with a Master of Science in Finance and a Bachelor of Business Administration. While I am a fee-only fiduciary advisor now, I have taken and passed the Series 7, Series 65, and Series 66 exams as well as the rigorous Certified Financial Planner examination. I am here to help personal finance, finance, and business students achieve their educational goals!
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 7
- +5 subjects

Ben: Philadelphia Series 65 tutor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 65
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- FRM
- +39 subjects

Gary: Philadelphia 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 47 - Japanese Module of the General Securities Exam
- FINRA - Financial Industry Regulatory Authority
- Series 26
- +72 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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.