Award-Winning Series 7 Tutors in Ann Arbor, MI

Renata: Ann Arbor Series 7 tutor

I am an accountant with 25+ plus years of corporate experience. I have taught accounting courses for approximately 10 years. I have a passion of helping others understand accounting concepts and succeed in their pursuit of an accounting career.

Jacquelyn: Ann Arbor Series 7 tutor

...community, mentoring, and coaching, I have 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...

Julie: Ann Arbor Series 7 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!

Carlyle: Ann Arbor Series 7 tutor

...professional and have working in investment banking (including research) for many years. In addition, I have been tutoring test prep for specific standardized assessments for professional certifications (FINRA exams), admissions to undergraduate, graduate, and professional schools for 15 years or so, and my students have found my method quite effective. I also tutor some subjects: math, English (including grammar), and writing. I am eager to work with students who are falling behind as well as...

Audrey: Ann Arbor Series 7 tutor

...moving on to more advanced topics. I have strong research skills that I deploy where necessary to ensure that my students have up to date knowledge. I will also use real life examples from business, industry and SEC reports to reinforce knowledge of various topics. QuickBooks: I have experience with QuickBooks. I set up an online QuickBooks accounting system for a start-up client and maintained the client's financial records. I also helped a nonprofit organization...

Brent: Ann Arbor Series 7 tutor

Wharton Educated Certified Investment Management Analyst, Studied Pre-Med Honors at SMU, Undergrad in Finance UNT, SMU MBA Double Major: Finance and Strategy / Entrepreneurship, Currently working on Masters of Science in Accounting at SMU. Level II CFA (Chartered Financial Analyst) candidate, 20 years as an Investment Speaker and sales Executive for Fortune 100 firms. I was Academic Decathlon, Whiz-Quiz and Olympics of the Mind participant in High School, (Plano and Lewisville Gifted and Talented). ... Make...

Gregory: Ann Arbor Series 7 tutor

Garth: Ann Arbor Series 7 tutor

...professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC)....

Valentina: Ann Arbor Series 7 tutor

...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 these challenging...

Brandy: Ann Arbor Series 7 tutor

Everyone can learn, if they have the desire. My goal is to empower my students while understanding their learning styles, gaining a better idea of their perspective of the world, and to thereby teach them through their perspective for maximum success. Education is my passion. If my students aren't successful, how can I be?

Eunpa: Ann Arbor Series 7 tutor

Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.

Hal: Ann Arbor Series 7 tutor

...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 securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single sitting. Over the past two years,...

Karen: Ann Arbor Series 7 tutor

...and Finance at the Kelley School of Business at Indiana University-Bloomington. I have 8+ years of experience tutoring students from ages 7-40 years old. Patience with each of my students is what helps me be the best tutor in their learning process. I don't teach students but rather I involve them in the learning process so that they can be confident when solving the problems at hand. What motivates me to tutor in subjects ranging...

Brian: Ann Arbor Series 7 tutor

I have a BS in finance and economics, I worked as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!

Gary: Ann Arbor Series 7 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.

Nancy: Ann Arbor Series 7 tutor

...subjects. 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,...

Kent: Ann Arbor Series 7 tutor

...years experience with team collaboration, team building and leadership. His research interests are in the advances of innovation in a society and the hindrances to innovation. The focus is on Patent Policy. Dr. Acheson is currently a member and manuscript reviewer for Healthcare Financial Management Associations (HFMA) publication hfm. Dr. Acheson teaches HA520 Healthcare Administration Finance & Economics; and is the Lead Faculty member for HA520. Dr. Acheson is the Subject Matter Expert (SME) Finance...

Barrett: Ann Arbor Series 7 tutor

...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!

Peter: Ann Arbor Series 7 tutor

...reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in a memorable way. In my spare time I am enjoy taking drum lessons (I am student too and tend to have a "hungry brain") and practicing Brazilian Jiu Jitsu.

Jessica: Ann Arbor Series 7 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. I am also a life-long learner well-versed in a variety of subjects surrounding American History, Global Mythologies, US Government, Economics, Environmental Science, English, Study Skills and German.