Top Series 65 Tutors serving Miami
Joseph: Miami Series 65 tutor
...patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt about their capabilities. I'm happy to help you succeed in all FINRA and State Insurance Exams tutoring. Your passing grade is both of our goals! I welcome all students to study together to obtain that license and realize their...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 27
- Series 66
- +48 subjects
edward: Miami Series 65 tutor
I am a person with an easy-going personality style with complete empathy for your situation. I am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker of Record.
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 63
- Series 24
- Series 86
- +7 subjects
Education & Certification
- University of Miami - Master of Science, General Literature
- University of Florida - Master of Science, Business Administration and Management
- Argosy University-Chicago - Doctor of Science, Organizational Leadership
Subject Expertise
- Series 65
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- +20 subjects
Bianca: Miami Series 65 tutor
...with a Psychology major and a Mathematics minor. Since graduation in 2013, I have taken a great interest in practicing strategies to increase productivity. I have found that the most simple planning and a devotion to a small set of strategies can help a person accomplish in a day what they typically do in a week, without burning out! I believe these strategies are the most powerful in the hands of students by allowing learning...
Education & Certification
- Macalester College - Bachelor in Arts, Psychology
Subject Expertise
- Series 65
- ACT English
- SAT Reading
- GED
- +41 subjects
Blake: Miami Series 65 tutor
...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 areas to teach are personal...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Finance
- +71 subjects
Kyle: Miami Series 65 tutor
I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam information on a daily basis. I have a Masters of Finance from the University of Notre Dame and work as a investment analyst at a private investment firm. Open to giving career mentorship as well!
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 6
- Series 63
- +11 subjects
Gary: Miami Series 65 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 11
- NASAA - North American Securities Administration Association
- Series 63
- +72 subjects
Mary: Miami Series 65 tutor
...coveted AAA balance sheet. This multi-year experience proved to be mutually beneficial both to my professional career, as it was for the bank's global securities businesses (particularly US Equities and Swiss Treasury) that I diligently represented resulting in increasing customer business and attractive risk adjusted return on capital (RAROC). My career trajectory continued to expand beyond US domestic equity markets into global markets - Asia, Latin America, Europe as well as into other asset classes...
Education & Certification
- Dickinson College - Bachelor in Arts, Economics
- Northwestern University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 23
- Series 11
- Series 15 - Foreign Currency Options Exam
- +109 subjects
Nancy: Miami Series 65 tutor
...a variety of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- SIE
- Series 63
- Series 6
- +83 subjects
Karen: Miami Series 65 tutor
...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 for you.
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- ChFC - Chartered Financial Consultant
- Series 99
- Series 26
- +22 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +16 subjects
Scot: Miami Series 65 tutor
...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 to helping you in your pursuit...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 6
- Series 16
- Series 9
- +12 subjects
Danny: Miami Series 65 tutor
...Administration in Marketing, and then began my journey from the battlefield to the corporate office. I am happy to share my knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 10
- Insurance License
- Series 66
- +11 subjects
Peter: Miami Series 65 tutor
...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. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a better understanding of...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- IBEW - International Brotherhood of Electrical Workers
- CPA
- Series 3
- +42 subjects
Victoria: Miami Series 65 tutor
...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 student's learning style and thought-process....
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
- Insurance License
- Exam IFM - Investment and Financial Markets
- Series 52
- +35 subjects
Education & Certification
- Loyola University Maryland - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 63
- SIE
- CFP
- +4 subjects
Jacquelyn: Miami Series 65 tutor
...enjoys helping others learn personally and professionally. As a Mom and a Business Leader in the community, 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,...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 65
- RICP - Retirement Income Certified Professional
- Series 6
- ARM-P - Associate in Risk Management for Public Entities
- +18 subjects
Vincent : Miami Series 65 tutor
...Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken 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 understand the material at hand. Let's get started!
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 65
- Series 63
- Series 7
- SIE
- +14 subjects
Subject Expertise
- Series 65
- CPA
- CFA
- Series 7
- +56 subjects
James: Miami Series 65 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 65
- Series 63
- Series 9
- SIE
- +24 subjects
Private Series 65 Tutoring in Miami, FL
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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