Top Series 7 Tutors serving Phoenix
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Don: Phoenix Series 7 tutor
...Haverford College and lived and worked in Asia for over 20 years. During this period, I lived and traveled to major financial centers around the world from New York to Seoul and London. I was able to change careers to education almost 10 years ago, receiving a California teaching credential for middle school and high school English and Social Science. I taught middle school English and history for five years and was a vice principal...
Education & Certification
- Haverford College - Bachelor in Arts, History
- Simpson University - Master of Arts, Education
Subject Expertise
- Series 7
- CFA
- Other
- Elementary School
- +23 subjects
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Sean: Phoenix Series 7 tutor
...world application of topics in order to gain a deeper understanding and truly gain knowledge around different subjects. My ultimate goal is to get my students to the end goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Series 66
- Series 6
- SIE
- +2 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- Series 65
- SIE
- Series 63
- +9 subjects
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Raman: Phoenix Series 7 tutor
...passion is to teach my clients on how build a robust financial plan, however my passion goes beyond that. At Varsity Tutors, my vision is to help you achieve your goal of successfully passing the Series 7, Series 63, Series 65, Series 66, State Life & Health Insurance License, the CFP curriculum and the exam, ChFC curriculum and anything related to the finance and financial services industry. Reading material and memorizing it is one thing,...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +25 subjects
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John: Phoenix Series 7 tutor
...I received my Bachelor of Science in Education & Psychology. My graduate work has been at the College for Financial Planning. I have worked in financial services for over 28 years. I am a passionate management professional 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),...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 7
- Series 66
- Series 26
- Series 6
- +9 subjects
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Richard: Phoenix Series 7 tutor
...for 8 1/2 years, and I have been a FINRA license exam instructor and tutor for about 7 years with RegEd and A.D. Banker, and recently with Exam FX. We can work over the phone, but I prefer Skype or Google Hangouts which lets me share a PowerPoint presentation. Besides explaining test topics to you, I'll ask you to explain them to me, because I know when you can clearly explain something to someone else,...
Education & Certification
- Arizona State University - Bachelors, English
Subject Expertise
- Series 7
- Series 6
- SIE
- Test Prep
- +1 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- C++
- ESL/ELL
- +66 subjects
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Andrew: Phoenix Series 7 tutor
...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 can use elements of a student's background to relate complex subjects in a...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 55
- Series 63
- CPA
- +70 subjects
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Eunpa: Phoenix Series 7 tutor
Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.
Education & Certification
- University of Chicago - Bachelor in Arts, Mathematics
Subject Expertise
- Series 7
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Test Prep
- +43 subjects
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Brandy: Phoenix Series 7 tutor
...63, Series 7 licensed. I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree in...
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- Series 7
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +1 subjects
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Brent: Phoenix 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
- 4th Grade Math
- AP World History
- 12th Grade
- +120 subjects
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Zachary: Phoenix Series 7 tutor
...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 down the concepts into an easy to understand bits look no further.
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 24
- Series 66
- Series 63
- +12 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 24
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +16 subjects
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Daniel: Phoenix Series 7 tutor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 7
- Series 4
- CPA
- Series 6
- +25 subjects
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 7
- Series 87
- SIE
- CFA
- +10 subjects
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Garth: Phoenix Series 7 tutor
...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. I graduated from Loyola University with my MBA and am a member of...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Series 24
- Series 66
- +26 subjects
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Barrett: Phoenix Series 7 tutor
...is largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 26
- SIE
- +20 subjects
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Christopher : Phoenix 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
- IB
- High School Economics
- History
- +68 subjects
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Scot: Phoenix Series 7 tutor
...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 next FINRA license or your...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 6
- Series 22
- Series 57
- +12 subjects
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Karen: Phoenix Series 7 tutor
...graduated with a master's degree 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 24
- Series 63
- Series 26
- +22 subjects
Private Series 7 Tutoring in Phoenix, AZ
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