Top Series 63 Tutors serving Oxford

Andrew: Oxford Series 63 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 63
- Series 56 - Proprietary Trader Qualification Exam
- Series 7
- Series 3
- +70 subjects

Aaron: Oxford Series 63 tutor
...covering investment banking, political economy and macro- and microeconomics, the last of which I also led study groups for. I was further nominated by my professors to lead study groups in statistics and intermediate mathematical microeconomics. I have worked, both formally and informally, providing career advice to students, particualrly those interested in pursuing a career...
Education & Certification
- Bucknell University - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 63
- SIE
- Series 79
- Economics
- +31 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 63
- Series 7
- SIE
- FINRA - Financial Industry Regulatory Authority
- +25 subjects

Zachary: Oxford Series 63 tutor
...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...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- Series 7
- Series 66
- Series 24
- +12 subjects

Brendan Daniel : Oxford Series 63 tutor
...can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as a portfolio manager while pursuing my CFA, and recently founded my own firm. Currently, I am a level 3 CFA candidate and portfolio...
Subject Expertise
- Series 63
- Series 52
- Series 26
- Series 4
- +62 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 66
- +9 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 63
- Series 10
- Series 24
- Series 7
- +4 subjects

Jahlen: Oxford Series 63 tutor
...with the SIE exam, Series 6, and Series 63 is to study through practice questions and analyzing them in an effort to best answer questions. I feel my passion comes from being able to help my students pass their exams, and becoming a small part of what leads to their future success.
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Insurance License
- SIE
- Series 6
- +1 subjects

Eduardo: Oxford Series 63 tutor
...and online, I specialize in Professional Certifications in Finance, sociology, political science, and Spanish, leveraging my fluency in both English and Spanish to connect with students from diverse backgrounds. My teaching philosophy centers on fostering a supportive and engaging learning environment, where I encourage critical thinking and curiosity. I am passionate about helping students achieve...
Education & Certification
- University of Central Florida - Bachelor in Arts, Political Science and Government
Subject Expertise
- Series 63
- Series 65
- Series 14
- Series 7 - General Securities Representative Exam (Stockbroker)
- +94 subjects

David: Oxford Series 63 tutor
Communication is key to any role, and I strive for clarity by relying on the subject matter to speak for itself. My goal is to communicate the knowledge to the best of my ability and leave any opinions, biases and judgements out of the equation.
Education & Certification
- Boston College - Bachelor in Arts, Economics
- Boston College - Bachelor in Arts, Romance Languages
Subject Expertise
- Series 63
- Series 6
- Real Estate License
- Insurance License
- +31 subjects

Ramona: Oxford Series 63 tutor
...certified project manager and a certified scrum master. I am a financial representative licensed to sell life insurance, stocks, bonds, mutual funds, and variable annuities. I have tutored children from the age of 4 to adults in both reading, math, and finance. My favorite subject to teach is reading because it opens up a whole...
Education & Certification
- University of North Florida - Bachelor in Business Administration, Business Administration and Management
- Patten University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Series 23
- Series 6
- PMP
- +16 subjects

Hal: Oxford Series 63 tutor
...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),...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 63
- CPA
- Series 86
- Series 82
- +171 subjects

Vincent : Oxford Series 63 tutor
...and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and...
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- SIE
- Series 65
- Series 7
- +14 subjects

DonnaPia: Oxford Series 63 tutor
I see my role as a tutor as one in which I first create an environment that facilitates learning while I provide the supplemental instruction. In this way, I will also be working to build the student's confidence to help them succeed in their academic pursuits.
Education & Certification
- Towson University - Bachelor in Arts, Psychology
- University of Baltimore - Certificate, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Middle School Reading
- +75 subjects

Joseph: Oxford Series 63 tutor
...flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 63
- Series 6
- Series 79
- SIE
- +30 subjects

John: Oxford Series 63 tutor
...for executing various equity and equity derivative products on behalf of hedge funds. Part of my background includes analyzing market trends, managing portfolio risk, and developing optimal trading strategies from both a fundamental and technical perspective. In addition to my professional experience, I am highly analytical, detail-oriented, and have a strong product knowledge through my...
Education & Certification
- Marist College - Bachelor of Science, Business Administration and Management
- Marist College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- CFA
- Series 57
- Series 7
- +20 subjects

Gregory: Oxford Series 63 tutor
...(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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 7
- Series 3
- +48 subjects
Education & Certification
- Pepperdine University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 6
- CPA
- SIE
- +65 subjects

Evan: Oxford Series 63 tutor
...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 helped many students...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 66
- SIE
- Series 24
- +27 subjects

Brian: Oxford Series 63 tutor
...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!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- Series 7
- Series 10
- Series 24
- +18 subjects
Private Series 63 Tutoring in Oxford
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