Award-Winning Series 7 Tutors in San Diego, CA

Brent: San Diego 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...

Andrew: San Diego Series 7 tutor

...have worked for the Federal Reserve Board of Governors, investment banks, and a private equity firm; so, I have experience in the applied application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business 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...

Jessica: San Diego 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.

Nikhil: San Diego Series 7 tutor

...science have always fascinated me due to their application towards everyday technology. Along with economics, these are my favorite subjects to tutor because they involve concrete answers deeply rooted in logic. As a tutor, I strive to help students better understand complex problems and develop problem-solving skills. This mindset is obviously crucial for tests, but it also helps students develop analytical techniques that can benefit them in innumerable ways. Outside academics, I enjoy reading about...

Bryan: San Diego Series 7 tutor

...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 mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering challenging material empowers individuals to believe...

Audrey: San Diego Series 7 tutor

...CFA (inactive) certifications. Experience: Successful tutoring of undergraduate and graduate students. At USC I was a Teaching Assistant for two Professors, and tutored undergraduate students in Statistics and Management Science. The students that I helped at USC graduated and moved on to successful careers. At the University of Ghana, I was a full-time Teaching Assistant. I tutored a final year class of students in Auditing using a case study approach. I also taught a second...

Scot: San Diego Series 7 tutor

...Marketing in 2010 and became a licensed financial advisor in 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...

Kent: San Diego Series 7 tutor

...including P&L, budgeting, forecasting, all cash management, taxes, and analyses, as well as, reports to management, including the financial statements. He received his MBA in 2006 and his DBA. from the University of Phoenix in 2012. Dr. Acheson has over 20 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...

William: San Diego Series 7 tutor

I have been teaching the Series 6 & 7 for the past 24 years and recently the SIE as well. I am very passionate about helping students pass these tests and have a unique ability making this information understandable. I specialize in "Options and Margin" If you would like to discuss I can be reached at 330-322-0241 Bill Stamaton

David: San Diego Series 7 tutor

Gregory: San Diego Series 7 tutor

...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 children (7 and 10)

Garth: San Diego Series 7 tutor

...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). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics....

Zachary: San Diego Series 7 tutor

...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 understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who can break...

John: San Diego Series 7 tutor

...accomplished in successfully recruiting talent, managing change, and mentoring individuals. I have successfully recruited, hired, trained and/or supervised over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects' financial literacy, I have proven experience in helping individuals master the content and successfully prepare to pass the following FINRA Licenses: Series 7, 8 (9/10), 66, 63...

Karen: San Diego Series 7 tutor

...from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down for you and relate it to something that makes sense...

Reginald: San Diego Series 7 tutor

...My name is Reggie and I am a French savant. I learned French while living with a French family in Grenoble, and the rest is history. I immediately fell in love with the French language along with the challenge of learning a new one. With only my experience to thank, I have had the opportunity to conduct French interviews, "Bosser" in a French real estate firm in NYC, pass my DALF examination, and "enseigner" the...

Tim: San Diego Series 7 tutor

I am a tutor with experience in Finance, Accounting and Economics. I am happy to help students learn and advance their professional and academic careers. Personally, I am married with three kids. I teach online in the subjects mentioned above. While working professionally in finance is my occupation, teaching is what I truly love.

Pamela: San Diego Series 7 tutor

...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 believe that we should always be learning something new! I am huge proponent of continually improving oneself...

Howard: San Diego Series 7 tutor

Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92.

Alex: San Diego Series 7 tutor

My passion for helping people stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way possible.