Top Series 65 Tutors serving Virginia Beach
James: Virginia Beach Series 65 tutor
Hi, after graduating from The University of Michigan Business School in finance, I was hired on Wall Street investment banking where I stayed until starting my own advisory firm 27 years ago, also during this time I started 9 start up companies in various industries. I love being with my family and grandchildren in my down time or traveling to major cities and reading.
Education & Certification
- University of Michigan-Dearborn - Bachelor in Arts, Business, General
Subject Expertise
- Series 65
- Series 56 - Proprietary Trader Qualification Exam
- Insurance License
- High School Government
- +33 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- CPA
- SIE
- CAIA
- +14 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 7
- +23 subjects
Harvey: Virginia Beach Series 65 tutor
...in Physics from the University of California at Berkeley. 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...
Education & Certification
- University of California-Berkeley - Bachelor of Science, Physics
- Santa Clara University - Masters in Business Administration, Marketing
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 63
- Basic Computer Literacy
- +107 subjects
Vincent : Virginia Beach Series 65 tutor
...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 get started!
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
- SIE
- Series 63
- +14 subjects
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFA
- CDR - Commission on Dietetic Registration
- +56 subjects
Scot: Virginia Beach Series 65 tutor
...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 your next FINRA...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 57
- Series 16
- Series 63
- +12 subjects
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 6
- Series 7
- Series 52
- +24 subjects
Steven: Virginia Beach Series 65 tutor
...Finance from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be broken down to basic components and mastered through practice,...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 55
- Series 56 - Proprietary Trader Qualification Exam
- +70 subjects
Julie: Virginia Beach 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
- Series 7
- CFP
- +5 subjects
Peter: Virginia Beach Series 65 tutor
...tests. You would want me as 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...
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 10
- Series 9
- Series 15 - Foreign Currency Options Exam
- +42 subjects
Evan: Virginia Beach Series 65 tutor
...Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- SIE
- Series 63
- CFA
- +27 subjects
Joseph: Virginia Beach Series 65 tutor
...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 Certified Financial Educator...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- Series 24
- Series 4
- Real Estate License
- +30 subjects
Nicholas: Virginia Beach Series 65 tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 31
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- +43 subjects
Zachary: Virginia Beach Series 65 tutor
...the industry and give investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 66
- Series 24
- Series 28
- +12 subjects
Aaron: Virginia Beach Series 65 tutor
...craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 24
- Series 53
- Series 7
- +7 subjects
Jarrett: Virginia Beach Series 65 tutor
...the same since. After graduation I began a career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of analytics. I am also passionate about the power of...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 6
- Series 7
- +20 subjects
Claudio: Virginia Beach 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 63
- Series 6
- +34 subjects
Nancy: Virginia Beach Series 65 tutor
...As a college 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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- Series 6
- SIE
- +85 subjects
Albert: Virginia Beach Series 65 tutor
...coaching Maths, Verbal, and Writing skills. Within the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism and Bachelor of Engineering in Digital Packaging...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- Series 7
- CFA
- +46 subjects
Private Series 65 Tutoring in Virginia Beach, VA
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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