Top Series 65 Tutors serving Seattle

Zipporah: Seattle Series 65 tutor
I am passionate about helping students unlock their full potential and discover the joy in learning. My approach is tailored to each individual, focusing on building understanding, confidence, and curiosity. I believe that every challenge is an opportunity to grow, and I strive to create an environment where questions are encouraged, mistakes are embraced as part of the process, and progress feels exciting. Whether it's mastering new concepts, preparing for exams, or simply developing better...
Education & Certification
- Brandman University - Bachelor in Arts, Human Resources Management
Subject Expertise
- Series 65
- CFA
- Exam SRM - Statistics for Risk Modeling
- Series 22
- +1077 subjects

Japhet: Seattle Series 65 tutor
...offer a well-rounded, personalized approach to learning. I believe that every student can excel with the right support, so I tailor each session to fit individual learning styles and needs. My goal is to break down complex concepts, transforming challenging subjects into manageableand even enjoyablelearning experiences. Seeing my students grow in confidence and mastery is the most rewarding part of my work. If you're looking for a patient, dedicated tutor who is committed to your...
Education & Certification
- University of Washington-Tacoma Campus - Bachelor of Science, Computer Science
- Washington University in St Louis - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- Police Officer Exam
- Series 37
- CFA
- +1414 subjects

Adam: Seattle Series 65 tutor
...English literature with a minor in linguistics, and a PhD in English and comparative literary studies. I also have several professional certifications and am working currently on my Financial Modeling & Valuations Analyst certification with the Corporate Finance Institute. My core subjects are English literature and composition, economics (macro, micro), and philosophy. I love tutoring in discreet, distinct units, so my favorite subject is specifically the introduction paragraph or section on any subject. I love helping...
Education & Certification
- University of Minnesota-Duluth - Bachelor of Fine Arts, Philosophy
- University of Minnesota-Duluth - Master of Fine Arts, English
- University of Warwick - Doctor of Philosophy, English
Subject Expertise
- Series 65
- Series 7
- CFA
- Series 6
- +18 subjects

Blake: Seattle Series 65 tutor
...enjoy mentoring and teaching others because that is 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,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- GED Science
- +71 subjects

Sarah: Seattle Series 65 tutor
...learning disabilities, test anxiety, and other mental blocks. My flexibility and deep understanding of exam content stem from years of close collaboration with students across various categories. I am dedicated to being available for my students, offering the flexibility to learn at their own pace, whether that means intensive preparation in a month or a more gradual, step-by-step approach. My goal is to provide unwavering support and assistance, helping you conquer your test and advance...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- Series 6
- Series 66
- CFP
- +36 subjects

Stephen: Seattle Series 65 tutor
...real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and develop their financial literacy, as I believe that knowledge is power. Additionally, my experience teaching children with special needs has honed my ability to...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Insurance License
- +21 subjects

Eric: Seattle Series 65 tutor
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.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- +16 subjects

Johnny: Seattle Series 65 tutor
...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 Stock market. Other subjects I may teach are undertanding Bonds, Credit Spreads, Economy Cycles, Simple and...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 26
- +14 subjects

Michael: Seattle Series 65 tutor
...certificate, allowing me to teach various areas in finance, such as corporate finance, personal finance, and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and weaknesses, the focus on increasing their strengths and improving...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 9
- Series 79
- Exam IFM - Investment and Financial Markets
- +16 subjects

Roman: Seattle Series 65 tutor
...finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your starting position and help you map out a study and exam prep plan to ace the test on...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- CFP
- American Council on Exercise (ACE)
- FINRA - Financial Industry Regulatory Authority
- +60 subjects

Jacquelyn: Seattle Series 65 tutor
...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, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- Insurance License
- ARM-P - Associate in Risk Management for Public Entities
- International Sports Sciences Association
- +18 subjects

Michael: Seattle Series 65 tutor
...engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your path to certification a successful and enjoyable experience. Why Choose My Tutoring Services? Customized Help: I assess your strengths and weaknesses to...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 10
- Series 24
- Series 6
- +12 subjects

Scot: Seattle Series 65 tutor
I am a graduate of Penn State University. 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 79
- CFP
- Series 10
- +12 subjects

Isaac: Seattle Series 65 tutor
...with another Wealth Advisor. I have helped train younger Advisors over the past few years and have a passion for helping people in my field learn and grow. For the past year I've been tutoring college students on complex financial 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...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Insurance License
- Series 66
- Series 7
- +11 subjects

Claudio: Seattle 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 63
- Series 66
- Series 7
- +34 subjects

Joseph: Seattle Series 65 tutor
...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 others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified, and Remote...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- Series 79
- Series 7
- Insurance License
- +30 subjects

Vincent : Seattle 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
- Series 63
- SIE
- +14 subjects

Harvey: Seattle Series 65 tutor
...I worked at Lawrence Radiation Labs in Berkeley as well as Lockheed Aerospace Division before starting a computer consulting company (40 plus years). I have worked for many years as a computer consultant including managing large networks, doing cybersecurity and various types of programming especially iPhone and iPad development using Swift and Xcode. I also have a horticulture degree and have taught organic gardening at the middle school and high school levels. I am currently...
Education & Certification
- University of California-Berkeley - Bachelor of Science, Physics
- Santa Clara University - Masters in Business Administration, Marketing
Subject Expertise
- Series 65
- Series 63
- FINRA - Financial Industry Regulatory Authority
- AP Psychology
- +107 subjects

Myles: Seattle Series 65 tutor
...acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from some of the best in the...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +4 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 24
- Series 66
- SIE
- +16 subjects
Private Series 65 Tutoring in Seattle, WA
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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You can learn more efficiently and effectively because the teaching style is tailored to you.
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