Top Series 65 Tutors serving Tucson

Blake: Tucson Series 65 tutor
...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 to teach are personal finance,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- GED
- +71 subjects

Nhan: Tucson Series 65 tutor
...University. Currently I am in another Master program, this one is for Accountancy, specialized in Auditing. I am expected to 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,...
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 24
- Series 9
- Series 10
- +78 subjects

Joseph: Tucson Series 65 tutor
...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 others as much as possible. I am a...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- Series 26
- SIE
- Series 4
- +30 subjects

Valentina: Tucson Series 65 tutor
...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, I am standing by to help you with...
Education & Certification
- Colorado Mesa University - Bachelor of Science, Computer and Information Sciences, General
Subject Expertise
- Series 65
- SIE
- FINRA - Financial Industry Regulatory Authority
- Series 66
- +4 subjects

Scot: Tucson Series 65 tutor
...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 impactful education! I look forward to helping you in your pursuit of...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 63
- Series 57
- Series 4
- +12 subjects

Lonie: Tucson Series 65 tutor
...primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at that.
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 6
- SIE
- Insurance License
- +21 subjects

Edward: Tucson Series 65 tutor
...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 of 2 bands.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Insurance License
- Series 63
- Series 24
- +26 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 65
- Series 7
- Series 10
- Series 63
- +9 subjects

Danny: Tucson Series 65 tutor
...will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give you honest feedback along the journey. If you're looking for a disciplined approach to get to test day, I'm the person...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 66
- +11 subjects

Brian: Tucson Series 65 tutor
...interest I have tutored, mentored, and coached young and experienced adults in select academic topics, select professional exam pre test materials, soft skills, technical skill building, performance improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career connected training, believing each one respectively...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 10
- SIE
- Series 26
- +22 subjects
Private Series 65 Tutoring in Tucson, AZ
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