Top Series 65 Tutors serving Seattle

Adam: Seattle Series 65 tutor
...corporate development, venture capital, and private equity, to new hires in a business setting. I received my degree at The University of Minnesota in Duluth and the University of Warwick in the UK. I have a BA cum laude in philosophy with a minor in journalism, an MA in 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...
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 6
- CAIA Level I
- CFA
- +18 subjects

Blake: Seattle Series 65 tutor
...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 in the country in 2019. My best areas...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- GED Math
- +71 subjects

Raymond: Seattle Series 65 tutor
I am committed to developing the talent I possess and sharing my life with others. I always enjoyed teaching but more importantly human development. As Socrates said so long ago, the unexamined life is not worth living. Sometimes, the gravity of questions outweigh all in life.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 65
- Series 31
- Insurance License
- Series 63
- +5 subjects

Joshuah: Seattle Series 65 tutor
...63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 86
- Series 63
- SIE
- +10 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 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +16 subjects

John: Seattle Series 65 tutor
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!
Education & Certification
- Florida State College at Jacksonville - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 10
- +10 subjects

Sarah: Seattle Series 65 tutor
...65 a year and a half ago - first try - Have worked with more than 50 students since Oct. 2, 2022 tutoring - I have full content and q-banks. Since then I've had a 95% pass rate. I have a proven method - and the most up to date material. As important as having the correct content, test taking skills, and study schedule - I understand how important it is, we know how you...
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
- CFP
- Series 6
- Series 63
- +36 subjects

Joseph: Seattle Series 65 tutor
...Student, if you want to learn how to make money the right way, build wealth and protect it, hire me! I'm a CFP and professional money coach who has been helping people and families make smarter money choices since 1983. With nearly four decades of private client advisory, teaching, training and coaching experience, I specialize in personal finance instruction, and I look forward to helping you realize all of your financial dreams. Cheers! Joe
Education & Certification
- Community College of Allegheny County - Associate in Arts, Liberal Arts and Sciences
Subject Expertise
- Series 65
- Insurance License
- CFP
- Series 6
- +12 subjects

Donald: Seattle Series 65 tutor
...for teaching. Upon graduation, I was 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 Certified Financial Planner,...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Insurance License
- ChFC - Chartered Financial Consultant
- +35 subjects

Jessica: Seattle 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
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 7
- +79 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 63
- CIMA
- Series 31
- +39 subjects

Ben: Seattle 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
- Series 3
- Exam IFM - Investment and Financial Markets
- Series 24
- +33 subjects

Gary: Seattle 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 27
- Series 5 - Interest Rate Options Exams
- Series 63
- +72 subjects

Victoria: Seattle Series 65 tutor
...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 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...
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 24
- SIE
- CFP
- +35 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 24
- Insurance License
- Series 86
- +23 subjects

Nhan: Seattle Series 65 tutor
...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 a unique learning framework for each session,...
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 66
- Series 63
- Series 7
- +78 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 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 7
- +34 subjects

Hal: Seattle Series 65 tutor
...experience at the college and university level in addition to having served as a national educator in investments for a Fortune 20 firm. My background includes having been licensed as a Certified Public Accountant, Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my...
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 6
- Series 51
- Series 27
- +170 subjects

Jessica: Seattle Series 65 tutor
I customize learning plans, including comprehensive test sets dependent upon your personal needs. My specialties are FINRA exams: SIE 98.9% pass rate 3 100% pass rate 6 100 % pass rate 7 98.9% pass rate 28 100% pass rate 63 100% pass rate 65 100 % pass rate 66 100% pass rate * I update my material consistent with FINRA's algorithm update on the first of each month, industry updates, and market changes.
Education & Certification
- Georgia State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 63
- Series 22
- Series 9
- +28 subjects

Julie: Seattle 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
- Series 66
- CFP
- SIE
- +5 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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