Top Series 7 Tutors serving Charlotte

Roman: Charlotte Series 7 tutor
...I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 65
- +60 subjects

Chris: Charlotte Series 7 tutor
...with leading investment firms including Morgan Stanley, Credit Suisse and Fidelity Investments. I have also taught finance at the college level and I have taught economics and history at the high school level since 1990. Many of my former students went on to study economics at schools like Stanford, Princeton, USC, Wharton and my alma mater, the University of Michigan. I will make the study of finance and economics not only fun, but relevant to...
Education & Certification
- University of Michigan-Ann Arbor - Bachelor in Arts, Economics
- Wesleyan University - Master of Arts, History
Subject Expertise
- Series 7
- Series 65
- College Business
- Finance
- +9 subjects

Matthew: Charlotte Series 7 tutor
...how did they get there, why are they there and what would I do if I need to improve their business? One of the many reasons why I love teaching people about business is because it gives me an excuse to talk about it. More importantly, it also allows me to help people learn this world and show how you can be independent without taking on a lot of risk. I look forward to helping...
Education & Certification
- East Carolina University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 63
- Series 3
- Series 24
- +14 subjects

Candice: Charlotte Series 7 tutor
...educator to me is the prospect of very adventurous days helping teach children from all around how to strengthen themselves academically and with my background being in social work, being able to connect with students from a different and meaningful perspective. I have taught grades 3- 11th professionally on and off for about 5 years, being a private tutor as well. My personal favorite subjects are ELA, reading comprehension and vocabulary. I am excited to...
Education & Certification
- North Carolina A & T State University - Bachelor of Science, Social Work
- Winthrop University - Master of Social Work, Social Work
Subject Expertise
- Series 7
- Series 63
- Finance
- Elementary School Reading
- +17 subjects

Richa: Charlotte Series 7 tutor
Hi everyone! My name is Richa and I'm a sophomore at UNC Chapel Hill! I have lots of experience with tutoring kids of various ages. I have worked at Mathnasium and was the president of the math honors society in high school. Whether it be school work or ACT prep, I'm happy to help!
Education & Certification
- University of North Carolina at Chapel Hill - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Algebra
- Middle School Math
- Math
- +15 subjects

Andrew: Charlotte Series 7 tutor
...administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding a student's goals and helping them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside of work, I am an avid sports fan, lover of books and movies, meeting new people and hanging out with friends....
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 55
- CPA
- Series 3
- +70 subjects

Sean: Charlotte Series 7 tutor
...being in the business world for over 20+ years I find myself ready to give back. As a life long learner I can promise we will not only learn the subject you need but also learn how you best learn. My Style is to teach you where you are, really get to know you and how you process information into knowledge. I will pass on what I have learned, the steps it takes to be...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 66
- Business Ethics
- +17 subjects

Myles: Charlotte Series 7 tutor
...banking, investments, and business ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- Series 6
- +4 subjects

Karen: Charlotte Series 7 tutor
...the learning process so that they can be confident when solving the problems at hand. What motivates me to tutor in subjects ranging from elementary math up to Pre-Calculus to different business courses, is the challenge to tailor my teaching techniques to fit with my student. I enjoy badminton, basketball, stretching my mind, and hanging with friends on my spare time. I love to be a person in a student's learning process as not only...
Education & Certification
- Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
- Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- Microsoft Office
- Productivity
- +61 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 9
- Series 4
- Series 10
- +4 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 10
- +9 subjects

Ben: Charlotte Series 7 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 7
- Series 26
- Series 63
- Series 3
- +39 subjects

Raman: Charlotte Series 7 tutor
...your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing, understanding how to strategically take these exams and understanding the concept is where my skills will help you successfully achieve your goal of passing your exams.
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 7
- ChFC - Chartered Financial Consultant
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +25 subjects

James: Charlotte Series 7 tutor
...university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a professional trombone...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- Series 7
- WMCP - Wealth Management Certified Professional
- Series 10
- Series 53
- +27 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 63
- +20 subjects

Evan: Charlotte Series 7 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 7
- CFA
- Series 63
- Series 65
- +27 subjects

Christopher : Charlotte Series 7 tutor
My name is Chris. I'm 25 years old and work in investment banking. I enjoy learning about and teaching all things related to business and history. Other than banking and tutoring, I'm also working on three startups as either a co-founder or leading business development. I also have my Series 7, 63 and 79 I like to take complex ideas and break them down with more simple terminology and application to real world scenarios.
Education & Certification
- The University of Alabama - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- College Economics
- Business Writing
- AP US History
- +68 subjects

Audrey: Charlotte Series 7 tutor
...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 to...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Insurance License
- CPA
- Series 66
- +26 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 10
- +16 subjects

Jacquelyn: Charlotte Series 7 tutor
...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 dedicated,...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 7
- Series 9
- International Sports Sciences Association
- Series 24
- +18 subjects
Private Series 7 Tutoring in Charlotte, NC
Receive personally tailored Series 7 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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.