Award-Winning Series 66 Tutors serving Houston, TX

I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.

...and I also studied to become a math teacher, but changed majors into Finance. Every since my military days I enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can by using analogies and references that is unique to each person and their way of absorbing information. The subjects I enjoy...

...Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE QUESTIONS. Bilingual in SPANISH P.S. I have multiple...

I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!

...to mentoring individuals, guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related...

...I tailor my teaching approach to fit each student's unique learning style, ensuring they grasp concepts with clarity and confidence. My experience includes working with students at various levels, guiding them through complex topics, exam preparation, and skill development. I focus on fostering critical thinking, problem-solving abilities, and a genuine appreciation for learning. By creating a supportive and interactive environment, I empower students to reach their full potential and achieve their academic goals.

...Science, and English, I specialize in breaking down complex concepts into simple, relatable explanations. My tutoring approach is tailored to each student's unique learning style, ensuring they gain both confidence and mastery in their studies. Beyond academics, I strive to create a supportive and engaging learning environment where students feel comfortable asking questions and exploring new ideas. Whether it's preparing for exams, tackling challenging assignments, or building foundational skills, I am committed to guiding students...

...have maintained the role of an educator. Taking the time to understand an individual's needs, objectives, and the way they learn best is paramount in achieving success. My relevant qualifications include an MBA, CDFA, Series 7 & 66 Licenses, and educating and presenting to audiences and teams for over a decade. My business experience includes launching three businesses, implementation of different business models, niche branding, marketing, operations and client acquisition and retention. I volunteer my...

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.

Building competence in the subjects that matter to you.

...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 History.

...assisted many others in accomplishing 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...

...education and it was through my college and teaching experience that I developed a strong understanding of math and writing. Many students struggle in these areas, as I did, so it's my passion to use what I have learned to help others. I love sport activities and anything outdoors. My favorites are boating, fishing, and golf. I'm a competitor and a passionate person, so anything that allows me to compete brings me joy. I also...

...people struggle in some areas/subjects, but what's important is developing the ability to admit when you don't know and seek help. Working one-on-one, whether with a teacher or mentor, has helped me turn a corner in multiple subjects over the course of my academic career. Learning how to deal with adversity can certainly be applied in all areas of life. Finally, I've realized that education is a lot more fun when you share the experience...

...a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!

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.

...have experience teaching English as a Second Language online to children ages 3-15 in China. I work professionally in the Financial Services industry and have experience in professional speaking, presentation skills and Train the Trainer classes. I enjoy making a connection with my students (regardless of subject matter or age of learner) and thoroughly understanding their needs and objectives. I think mutual learning can occur from either a teacher or student position and I firmly...

Hey there! How's it going! My name is Michael jones and I would love the opportunity to mentor you in a variety of fields. My specialty is SAT, SIE, SERIES 7 and SERIES 66 prep as well. Please do not hesitate to reach out!

I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!