Top Series 7 Tutors serving Salt Lake City

Bryan: Salt Lake City Series 7 tutor
...I have worked in Financial Services for nearly 10 years, and have specialized in Adult Learning and Development within the industry since 2018. While I tutor a variety of subjects, I especially enjoy helping students with the material covered in FINRA Licensing Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 66
- +5 subjects
Education & Certification
- Utah Valley University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 63
- Other
- Test Prep

Brent: Salt Lake City 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...
Education & Certification
- Univ North Texas - Bachelors, Finance
- Southern Methodist University - Masters, Finance/ Strategy /Accounting
Subject Expertise
- Series 7
- Statistics
- 1st Grade Reading
- 5th Grade Reading
- +120 subjects

Jennifer: Salt Lake City Series 7 tutor
...I have taught natural science in higher education for more than 8 years. Before that, I tutored chemistry and algebra to my peers in undergrad as well as high school students who were preparing for SAT. Most recently, I obtained the SIE, series 7, and series 66 licenses. While I am capable of tutoring a broad range of subjects, I am more interested in helping students/clients prepare for certification exams such as the SIE, Series...
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects

Chunhua: Salt Lake City Series 7 tutor
...tax planning industry experience. I have Ph.D. degree in Management Science and 2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and management services have made me an effective communicator. Tutoring fulfills my passion of sharing my years of...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 7
- Insurance License
- SEE - Special Enrollment Exam
- Series 66
- +7 subjects

Peter: Salt Lake City Series 7 tutor
...hold the CFP(Certified Financial Planner) and a ChFC(Charter Financial Consultant) designations. Since 2014 I have been an adjunct professor at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 86
- CFP
- Series 16
- +18 subjects

Scot: Salt Lake City Series 7 tutor
...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 license or your CFP...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- SIE
- Series 16
- Series 6
- +12 subjects

David: Salt Lake City Series 7 tutor
...advance in their studies. I am good for this job because I have patience, I know different ways to explain concepts, and I know the subjects that I am trying to explain. I have been a tutor in the past and achieved good results from students. I have experience with math and science subjects since I studied Biology, Engineering and Administration at a University level. Outside of academic work I like to travel, hiking, literature,...
Education & Certification
- UW Platteville - Bachelors, Business Administration and Management
Subject Expertise
- Series 7
- High School Chemistry
- AP Physics C: Mechanics
- Algebra 2
- +58 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 65
- Series 6
- CFA
- +14 subjects

Anna: Salt Lake City Series 7 tutor
Hello :) I am a recent graduate from Macaulay Honors program at Baruch College. Since graduation, I have worked as a financial associate in a global bank. I have tutored students since 11th grade in a variety of English and math subjects, including standardized prep. I love helping students improve their knowledge, and am sure I can be of help to you, especially in grammar! ... As a tutor specializing in standardized exam preparation, I start...
Education & Certification
- CUNY Bernard M Baruch College - Bachelors, Finance
Subject Expertise
- Series 7
- Finance
- ISEE-Lower Level Verbal Reasoning
- SSAT- Elementary Level
- +169 subjects

Melissa: Salt Lake City Series 7 tutor
I have 20 years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with you!
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Series 66
- SIE
- +1 subjects

Raymond: Salt Lake City Series 7 tutor
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.
Education & Certification
- Fordham University - Bachelor of Science, Classics
Subject Expertise
- Series 7
- Series 22
- Series 66
- Series 31
- +7 subjects

Nana: Salt Lake City Series 7 tutor
I signed up to be a tutor because I enjoy helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 26
- Series 63
- Series 86
- +42 subjects

Audrey: Salt Lake City Series 7 tutor
...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 successfully convert a QuickBook...
Education & Certification
- University of Ghana - Bachelor of Science, Accounting
- University of Southern California - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- CPA
- Series 66
- Series 65
- +26 subjects

Joshuah: Salt Lake City Series 7 tutor
...Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't wait, get help, pass your test!
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 7
- SIE
- Series 86
- CPA
- +14 subjects

Hajra: Salt Lake City Series 7 tutor
...within the finance sector. In my professional setting I have helped and trained fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace. I enjoy traveling when I can, either...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 86
- +9 subjects

Patrick: Salt Lake City Series 7 tutor
...an experienced tutor and educator with more than 20 year of experience, and in that time I've developed techniques to make the material understandable. I've led test prep courses for Kaplan for the GMAT, SAT, ACT, and GRE and was also a Kaplan teacher-trainer, so I was entrusted to teach other test prep professionals best practices. My personal goal is to help each of my students perform at their very best, and continue my record...
Education & Certification
- University of Louisville - Bachelors, Mathematics
- University of Louisville - Masters, MBA
Subject Expertise
- Series 7
- Statistics
- Discrete Math
- ACT
- +37 subjects

Gregory: Salt Lake City Series 7 tutor
...studied economics at Wesleyan University and Financial Mathematics at The University of Chicago (Masters Degree.) I have 20 years experience using complex concepts in finance (stats, linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use R and SPSS. I enjoy math and science, and I tutor my own...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 7
- Series 3
- Exam FM - Financial Mathematics
- Series 63
- +48 subjects

Nhan: Salt Lake City Series 7 tutor
...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, where individual problem can be tackle using...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 7
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +78 subjects

James: Salt Lake City Series 7 tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 7
- Series 57
- Series 65
- Series 24
- +24 subjects
Private Series 7 Tutoring in Salt Lake City, UT
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