Top Series 65 Tutors serving Los Angeles
Blake: Los Angeles Series 65 tutor
...and career the most: someone coming alongside me and helping me with things I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals in the country in 2019. My best...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Professional Certifications
- +71 subjects
Sarah: Los Angeles Series 65 tutor
...highly effective learning approach, boasting an impressive pass rate. My teaching style is rooted in clear, everyday language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA graduate, I've been trained to cater to a wide range of...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- SIE
- CFP
- Series 6
- +36 subjects
Sebastian: Los Angeles Series 65 tutor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- CPA
- Series 66
- CAIA
- +14 subjects
Michael: Los Angeles Series 65 tutor
...in Finance from Capella University. Since earning my PhD in 2020, I have been instructing at three online universities, teaching finance, accounting, and emergency management. I am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 31
- FAA - Federal Aviation Administration examination
- Series 79
- +16 subjects
Jessica: Los Angeles Series 65 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.
Education & Certification
- SUNY College at Oneonta - Bachelor of Science, Economics
Subject Expertise
- Series 65
- SIE
- Series 27
- Series 7
- +79 subjects
Albert: Los Angeles Series 65 tutor
...GMAT, GRE, and SAT. I am particularly good at coaching Maths, Verbal, and Writing skills. Within the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CFA
- Series 63
- Series 7
- +46 subjects
Peter: Los Angeles Series 65 tutor
...school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me to elect me to two different FINRA offices. One was regional office and the other a national position. I sat in on the meetings when FINRA changed the Series 7 test from a single 6 hour exam to the present two exams being the SIE and the Series 7 top off....
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Series 23
- Series 24
- Series 87
- +42 subjects
Victoria: Los Angeles Series 65 tutor
...Planner. I also have several industry licenses; series 7, 66, 51, 24, and 2-15. I am passionate about personal financial literacy and have previously taught financial literacy classes to high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 52
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +35 subjects
S: Los Angeles Series 65 tutor
...trading and trading technology. I hold an MBA in Finance from the Yale School of Management and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Exam IFM - Investment and Financial Markets
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 55
- +67 subjects
Robin: Los Angeles Series 65 tutor
...their full potential, both academically and professionally. Throughout my career, I have been dedicated to mentoring individuals, guiding them through complex financial and business concepts, and helping them build confidence in their skills. My experience as a professor and my hands on experience in the investment world has allowed me to engage with students at various stages of their educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +23 subjects
Myles: Los Angeles Series 65 tutor
...pursue my love for finance. My professional journey in 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...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +4 subjects
Claudio: Los Angeles Series 65 tutor
CFA level 1 candidate with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 65
- Series 6
- Series 63
- Series 7
- +34 subjects
Jarrett: Los Angeles Series 65 tutor
...Master's in Business Administration and my life hasn't been the same since. After graduation I began a career in finance and banking. Along the way I have been a financial advisor, licensed stock broker, and a district executive for a regional bank. Currently I am working as an analyst for a digital marketing firm. I love statistics and how businesses and leaders can gain better understanding and make more informed decisions with the use of...
Education & Certification
- University of Phoenix-Philadelphia Campus - Bachelor of Science, Management Science
- University of Phoenix-Philadelphia Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 7
- Series 6
- +20 subjects
Nicholas: Los Angeles Series 65 tutor
Have been tutoring on and off in a variety of subject areas since the 7th grade. My areas of specialty are in the science and in money-related topics such as securities, insurance, economics, finance, and accounting.
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 6
- CIMA
- CFA
- +43 subjects
Kim: Los Angeles Series 65 tutor
...years. During that time, I have had to study constantly in order to maintain my skill set. To this very day, I work upwards of 18 hours per day, five and sometimes six days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to people on different levels. I excel in working with those who are learning challenged. This can range from a...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- Series 65
- Insurance License
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +46 subjects
Christopher: Los Angeles Series 65 tutor
...4 years of work experience as a business valuation analyst and level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in university after being offered a position in the finance lab as a...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CPA
- CFA
- Computer Science
- +144 subjects
Aleta: Los Angeles Series 65 tutor
...seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually and within my community.
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +27 subjects
Lonie: Los Angeles Series 65 tutor
...don't teach as a primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at...
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 6
- Insurance License
- +21 subjects
James: Los Angeles Series 65 tutor
Hi, after graduating from The University of Michigan Business School in finance, I was hired on Wall Street investment banking where I stayed until starting my own advisory firm 27 years ago, also during this time I started 9 start up companies in various industries. I love being with my family and grandchildren in my down time or traveling to major cities and reading.
Education & Certification
- University of Michigan-Dearborn - Bachelor in Arts, Business, General
Subject Expertise
- Series 65
- Insurance License
- Series 56 - Proprietary Trader Qualification Exam
- Microeconomics
- +33 subjects
Mary: Los Angeles Series 65 tutor
...laser focus, preparation and stamina. An integral member of the firm, collaborating with other member firms and the Board of Governors, serving on committees, worked on new business initiatives, recruiting and training new hires from top universities. At the time, O'Connor was the largest market maker in the U.S. financial options exchanges and had been looking to partner with a larger financial institution. The firm entered into a joint venture with Swiss Bank creating the...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- Series 32
- Series 3
- +109 subjects
Private Series 65 Tutoring in Los Angeles, CA
Receive personally tailored Series 65 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.
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