Top Series 7 Tutors serving San Francisco-Bay Area
Nico: San Francisco-Bay Area Series 7 tutor
Hi, I’m a professional who is passionate about entrepreneurship and cricket (yes the game cricket). I have extensive experience in financial operations processes and love a good challenge! In my work, I value three things: 1. Honesty, 2. Transparency and 3. Hustle.
Education & Certification
- Westminster College - Bachelor of Accountancy, Accounting and Business Management
Subject Expertise
- Series 7
- Microsoft Office
- TOEFL
- Accounting
- +15 subjects
John: San Francisco-Bay Area Series 7 tutor
I'm John. I have a proven track record of raising students' SAT scores quickly and counseling towards their best fit school. I hope you'll consider me!
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Test Prep
- Pre-Calculus
- +66 subjects
Andrew: San Francisco-Bay Area Series 7 tutor
...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 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 56 - Proprietary Trader Qualification Exam
- Series 3
- Series 63
- +70 subjects
Brian: San Francisco-Bay Area Series 7 tutor
I have a BS in finance and economics, I worked as a financial analyst 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 7
- FINRA - Financial Industry Regulatory Authority
- Series 10
- Series 7 - General Securities Representative Exam (Stockbroker)
- +18 subjects
Joshuah: San Francisco-Bay Area Series 7 tutor
...attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you need to know, or are completely lost, I will make sure that we progress with content at a speed that fits you until you are confident for test day. There are no stupid questions, only impatient teachers. Don't wait, get...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 7
- Series 63
- Series 4
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
William: San Francisco-Bay Area Series 7 tutor
...through their career by helping to add different licenses. I have experience with a variety of different educational products including, Kaplan, ExamFX, Training Consultants, STC and Achievable. I am Series 7, 9, 10, 24, 63 and 65 (66) licensed and have multiple industry designations (CAS, CMFC, AAMS, CRPC and ARPC). My tutoring approach is tailored to each student's unique learning style and pace, ensuring that they grasp the concepts and strategies needed to pass these...
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- FINRA - Financial Industry Regulatory Authority
- +30 subjects
Scot: San Francisco-Bay Area Series 7 tutor
...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 next...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 82
- Series 6
- Series 10
- +12 subjects
Peter: San Francisco-Bay Area Series 7 tutor
...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. 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...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 7
- Series 23
- Series 10
- Insurance License
- +42 subjects
Edward: San Francisco-Bay Area Series 7 tutor
A 25 plus year veteran of the Financial Services industry. I have been involved with advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I am a former youth and high school basketball coach, youth and high school football coach.
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- +26 subjects
Karen: San Francisco-Bay Area Series 7 tutor
...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 to something...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- ChFC - Chartered Financial Consultant
- Real Estate License
- Series 24
- +24 subjects
David: San Francisco-Bay Area Series 7 tutor
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 63
- Series 9
- Series 24
- +16 subjects
Nhan: San Francisco-Bay Area Series 7 tutor
...program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem can be tackle using all available resources. By identify what works for each student, I will provide a unique learning framework for each session, so he or she could attack any...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 7
- Series 24
- Insurance License
- Series 63
- +78 subjects
Anubhav: San Francisco-Bay Area Series 7 tutor
...and testing prep can make a huge difference in test scores. My teaching philosophy is to make sure you understand the concepts for trying to tackle a problem. Read and re-read the question to ensure you understand what the question is asking you, and that will save you more time than you expect and also ensure that you don't make any careless errors. My interests outside of academia include technology, investing, cryptocurrency and blockchain, gaming...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Finance
- New York University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 3
- Series 26
- Series 4
- +50 subjects
Christopher: San Francisco-Bay Area Series 7 tutor
...love math and finance! Especially the ins and outs of the stock market! I went to school for electrical engineering, but my passion has always been in finance. I have had experience trading stocks on my own, and eventually used that knowledge to become licensed (SIE, Series 7, Series 63) and become a successful broker through E*TRADE! I love kayaking and other outdoor activities in my spare time. Please be open! I will do what...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Math
- +7 subjects
David: San Francisco-Bay Area Series 7 tutor
...product management and business strategy consultation background focused on driving client services and business development. My experience is diverse and encompassed training and facilitation, strategy, financial management, financial planning, product management, project and program leadership. I have served not only as a trainer in the corporate structure but also as a financial educator and a tutor for peers as well as young children. My background in real world situations as well as my educational achievements...
Education & Certification
- Clark Atlanta University - Bachelor in Arts, Business Administration and Management
- CUNY Bernard M Baruch College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 63
- Personal Finance
- College Business
- +14 subjects
Peter: San Francisco-Bay Area Series 7 tutor
...I have also taught undergraduate accounting and finance courses. I like helping students as the memory of struggling through a class is still fresh with me. Tutoring gives me the opportunity to reduce or eliminate that same feeling a student may have. As a college professor my approach has been to "be the professor I wish I had." More specifically, a professor who not only knows the material but is able to present it in...
Education & Certification
- Hofstra University - Bachelor in Business Administration, Finance
- Long Island University-C W Post Campus - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 4
- Series 86
- Series 53
- +18 subjects
John: San Francisco-Bay Area Series 7 tutor
...securities industry, I bring a fresh perspective along with a deep understanding of the SIE and Series 7 exams. Having recently earned my own licenses, I developed a proven strategy that helped me succeed, and I am now offering tutoring services to help others do the same. With a tailored approach that simplifies complex concepts and focuses on key areas of the exam, I am committed to guiding aspiring professionals to achieve their goals and...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +1 subjects
Nathalie: San Francisco-Bay Area Series 7 tutor
...with my Undergraduate Degree in Biology. I was hoping to go to Veterinary School although the school I hoped to go to was on the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst. I am very passionate about my work and hope to help you learn to love math as much as I do! I look forward to working...
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- CPA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 66
- +34 subjects
David: San Francisco-Bay Area Series 7 tutor
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- Series 65
- Series 10
- Series 63
- +9 subjects
Dennis: San Francisco-Bay Area Series 7 tutor
...managerial accounting, finance, investments, FINRA licenses (SIE, Series 7 and 24). 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...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 7
- Series 63
- SIE
- Series 55
- +49 subjects
Private Series 7 Tutoring in San Francisco-Bay Area, CA
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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.