Top Series 7 Tutors serving Kansas City
Brent: Kansas 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
- AP US History
- Civics
- High School Accounting
- +120 subjects
Christopher : Kansas City Series 7 tutor
My name is Chris. I'm 25 years old and work in investment banking. I enjoy learning about and teaching all things related to business and history. Other than banking and tutoring, I'm also working on three startups as either a co-founder or leading business development. I also have my Series 7, 63 and 79 I like to take complex ideas and break them down with more simple terminology and application to real world scenarios.
Education & Certification
- The University of Alabama - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- ACCUPLACER ESL - Sentence Meaning
- History
- High School Accounting
- +68 subjects
Bryan: Kansas City Series 7 tutor
...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 mechanics. I am enthusiastic...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 63
- SIE
- FINRA - Financial Industry Regulatory Authority
- +5 subjects
Jorge: Kansas City Series 7 tutor
...and have enjoyed a rewarding career of over 20 years. Along the way, I have earned my Certificate in Financial Planning from Bryant University. Preparing for a certification exam can be a daunting and stressful experience. I strive to help my students isolate their strengths and weaknesses, then help them construct a plan to approach the material in a disciplined and structured manner. By doing so, they gain confidence and focus on maximizing their efforts...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 7
- Series 66
- Series 6
- Insurance License
- +36 subjects
Education & Certification
- Columbia University in the City of New York - Bachelor of Science, Economics
Subject Expertise
- Series 7
- CAIA Level I
- Exam IFM - Investment and Financial Markets
- CFA
- +96 subjects
Evan: Kansas City Series 7 tutor
...Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a 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....
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 7
- Series 24
- Series 63
- Series 65
- +27 subjects
Vikram: Kansas City Series 7 tutor
I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 7
- Series 66
- Exam FM - Financial Mathematics
- Exam SRM - Statistics for Risk Modeling
- +29 subjects
Education & Certification
- College of William and Mary - Bachelor in Arts, Economics
- University of North Carolina at Chapel Hill - Masters in Business Administration, Investments and Securities
Subject Expertise
- Series 7
- Series 57
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +10 subjects
Scot: Kansas City Series 7 tutor
...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 of your...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 57
- Series 65
- Series 16
- +12 subjects
Dennis: Kansas City Series 7 tutor
...Practitioner and teacher, bonds and stock, trader, analyst and writer. I started at the NY brokerage firm Bear Stearns at 17 years old and earned some licenses along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 7
- SIE
- Series 24
- Series 55
- +49 subjects
James: Kansas City Series 7 tutor
...at a university and enjoy guiding people through financial planning discussions -- including investment planning, insurance planning, retirement planning, estate planning and tax planning. In addition, I spent 25 years as an EMT and paramedic and have taught many medical classes at high schools and community colleges. I have been a CPR and advanced first aid instructor since 1991. I have been a Wilderness Advanced First Aid instructor since 2010. I have also been a...
Education & Certification
- Asbury University - Bachelor in Arts, Ancient Near Eastern and Biblical Languages
- Liberty University - Master of Arts, Theology
- The American College - Master of Science, Financial Planning
- Auburn University - Doctor of Philosophy, Vocational-Technical Education
Subject Expertise
- Series 7
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +27 subjects
Eric: Kansas City Series 7 tutor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 7
- Series 63
- Insurance License
- Series 53
- +16 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +4 subjects
Mark: Kansas City Series 7 tutor
...- # 65 & # 66 The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE. The key is: HOW TO READ THE QUESTIONS and HOW TO STUDY FROM THE...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 7
- SIE
- Series 10
- CFA
- +73 subjects
Roman: Kansas City Series 7 tutor
...began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the SIE, Series 7, Series 63, Series 66, Life Ins, Health Ins, and LTC Ins, and I've passed all of them on the first attempt. I've actually passed the Series 7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. It's a great field to work in,...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 7
- American Council on Exercise (ACE)
- Series 65
- FINRA - Financial Industry Regulatory Authority
- +59 subjects
Brandy: Kansas City Series 7 tutor
Everyone can learn, if they have the desire. My goal is to empower my students while understanding their learning styles, gaining a better idea of their perspective of the world, and to thereby teach them through their perspective for maximum success. Education is my passion. If my students aren't successful, how can I be?
Education & Certification
- University of Phoenix-Online Campus - Associate in Arts, Accounting
Subject Expertise
- Series 7
- Astronomy
- SAT Subject Test in Mathematics Level 2
- AP Physics 1
- +168 subjects
Johnny: Kansas City Series 7 tutor
...in the Army I was an Instructor and I also studied to become a math teacher, but changed majors into Finance. Every since my military days I enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can by using analogies and references that is unique to each person and their way...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Series 65
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Karen: Kansas City Series 7 tutor
...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 for you.
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 99
- Series 66
- Series 10
- +22 subjects
Gary: Kansas City Series 7 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 7
- Series 99
- Series 24
- Series 4
- +72 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- SIE
- Series 63
- +25 subjects
Private Series 7 Tutoring in Kansas City, MO
Receive personally tailored Series 7 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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