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
- Accounting
- College Accounting
- High School 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
- AP Macroeconomics
- Finance
- +66 subjects
Andrew: San Francisco-Bay Area Series 7 tutor
...Concentration. I recently completed my MS in Finance from Georgetown. I have worked for the Federal Reserve Board of Governors, 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...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- Series 55
- Series 3
- Series 56 - Proprietary Trader Qualification Exam
- +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 24
- +18 subjects
Joshuah: San Francisco-Bay Area Series 7 tutor
...Bachelors of Science in Biology and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first 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...
Education & Certification
- Excelsior College - Bachelor of Science, Biology, General
Subject Expertise
- Series 7
- Series 6
- Series 63
- SIE
- +14 subjects
William: San Francisco-Bay Area Series 7 tutor
...most enjoyment from assisting students progress 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...
Education & Certification
- Malone University - Bachelor in Arts, Accounting and Business Management
Subject Expertise
- Series 7
- Series 27
- Series 82
- Series 9
- +30 subjects
Scot: San Francisco-Bay Area Series 7 tutor
...graduate of Penn State University. I received my degree in Marketing in 2010 and became a 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 6
- Series 57
- CFP
- +12 subjects
Peter: San Francisco-Bay Area Series 7 tutor
...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. I passed the Series 3 exam, the...
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 87
- Series 53
- Series 7 - General Securities Representative Exam (Stockbroker)
- +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 counselling 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 9
- SIE
- Series 65
- +24 subjects
Karen: San Francisco-Bay Area Series 7 tutor
...name if Karen Stevens. I 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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- SIE
- Series 65
- Series 66
- +22 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 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- +16 subjects
Nhan: San Francisco-Bay Area Series 7 tutor
...Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate 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...
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 66
- Series 10
- CPA
- +78 subjects
Anubhav: San Francisco-Bay Area Series 7 tutor
...I have worked with high school students preparing for SATs and college, and also have done mentorship programs for iMentor teaching high school and grade school students. I did my Bachelor in Business Administration at Pace University, doing a double major in Finance and Management Information Systems. After work experience, I then obtained my Master in Business Adminstration from New York University (NYU Stern), with concentrations in Corporate Finance and Global Business. I also have...
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 26
- Series 3
- Series 65
- +50 subjects
Christopher: San Francisco-Bay Area Series 7 tutor
...others, and I 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...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Competition Math
- +7 subjects
David: San Francisco-Bay Area Series 7 tutor
...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 has prepared me to assist with instruction on understanding many topics surrounding the functioning of business, economics, and a wide array of other topics.
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
- Finance
- Other
- +14 subjects
Peter: San Francisco-Bay Area Series 7 tutor
...at Berkeley College in New York City teaching both onsite and online. I primarily teach the CFP courses but 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...
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 9
- Series 86
- CFP
- +18 subjects
John: San Francisco-Bay Area Series 7 tutor
...professional in the 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...
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- SIE
- +1 subjects
Nathalie: San Francisco-Bay Area Series 7 tutor
...interesting background beginning 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...
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
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- +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
- SIE
- Series 63
- Series 10
- +9 subjects
Dennis: San Francisco-Bay Area 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 63
- Series 24
- +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.
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