
Sebastian: Westchester Series 65 course instructor
I'm here to help you pass in a fun way. I have over 20 years of Wall Street experience. I have worked as a trader, analyst, investment product specialist, portfolio manager and investment strategist.
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7
- Series 66
- SIE
- +14 subjects

Albert: Westchester Series 65 course instructor
...the past one year working with Varsity Tutors, I helped over 30 students achieve high GRE (160+ on each section) and GMAT (650+) scores. I'm currently studying at Columbia University. I have an MBA degree from UCLA and London Business School in England; My study concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism and Bachelor of Engineering in Digital Packaging Engineering, both from Wuhan University, Duke University's...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7
- CFA
- Series 63
- +46 subjects
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- USMLE
- CPA
- +56 subjects

Chunhua: Westchester Series 65 course instructor
...and corporate board. I enjoy challenges and have consistently grown within the industry by enhancing my shills and obtaining additional licenses as well as taking on additional responsibilities. I am a people person who enjoys knowing and working with new people. I have positive and patient personality. I want share my insights to enhance a student's potential. Rich industries' experience. Skills of taking exams. Positive and kind personality. Understanding I am here for you. I...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- Real Estate License
- Series 6
- Series 7
- +7 subjects

Anubhav: Westchester Series 65 course instructor
...working towards a Masters of Science in Digital Currency at the University of Nicosia. I tutor mainly in Math and English prep (SAT, GMAT and school prep), and professional certifications in project management (PMP and its variants). I really enjoy these test prep and professional certifications as having a solid plan of attack in studying and testing prep can make a huge difference in test scores. My teaching philosophy is to make sure you understand...
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 65
- Series 24
- Series 3
- Series 16
- +50 subjects

Irfan: Westchester Series 65 course instructor
Colllege professor with 10+ years of teaching experience in mathematics, economics and finance with excellent student ratings. I am especially good at reaching students who struggle with basic, fundamental concepts or lack the necessary background in math to do well in a traditional curriculum.
Education & Certification
- North Carolina State University at Raleigh - Doctor of Science, Mathematics
Subject Expertise
- Series 65
- Math 3
- College Statistics
- Financial Accounting
- +20 subjects

Steven: Westchester Series 65 course instructor
...your financial modeling skills, prepare for the SIE exam, or navigate the interview process for investment banking or private equity roles, I'm here to help. I understand how overwhelming these topics can feel at first - I've been through it myself. In my career, I've built financial models for multi-billion dollar deals, underwritten investments across industries, and worked closely with senior executives and investors experiences that shape how I teach and mentor today. I'm patient,...
Education & Certification
- Cornell University - Bachelor of Science, Information Science
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- SIE
- Algebra
- +15 subjects

Mary: Westchester Series 65 course instructor
I am dedicated to creating a supportive and engaging learning environment where students feel confident to excel. My approach is tailored to each learner, breaking down complex ideas into simple, relatable steps. With a focus on building skills and self-assurance, I strive to make every session impactful and enjoyable. Together, we'll turn challenges into achievements.
Education & Certification
- Princeton University - Bachelor, Bachelor of Arts.
- Harvard University - Master's/Graduate, MSc. Mechanical Engineering
- State Certified Teacher
Subject Expertise
- Series 65
- SSA - Staff Services Analyst Exam
- AVA - Association for Vascular Access
- NBDHE - National Board Dental Hygiene Examination
- +1359 subjects

S: Westchester Series 65 course instructor
...and a B.S. in Finance from the University of Montana. I am an avid skier, and teach skiing part time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be broken down to basic components and mastered through practice, repetition, and awareness. This is how I...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- CFA
- Series 55
- Series 7 - General Securities Representative Exam (Stockbroker)
- +70 subjects

Jorge: Westchester Series 65 course instructor
After graduating from Long Island University, earning my Bachelor of Arts Degree, I had the opportunity to enter the world of Finance 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...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 65
- Insurance License
- Series 55
- Series 66
- +38 subjects

Dana: Westchester Series 65 course instructor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Insurance License
- +27 subjects

Lucas: Westchester Series 65 course instructor
I have experience in IB high school physics as well as other science courses. I studied physics in college as well as during pre medical studies. I hope I can help you do better in your physics pursuits whatever they may be. Thank you for taking the time to read.
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- Series 7
- Series 66
- Math
- +20 subjects

Blake: Westchester Series 65 course instructor
...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 finance, economics, Algebra 1 and 2, Geometry, and ACT prep.
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Managerial Accounting
- +71 subjects

Eric: Westchester Series 65 course instructor
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 65
- Series 52
- Series 72
- Series 6
- +16 subjects

Myles: Westchester Series 65 course instructor
...me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame. I hope to pass on to more students the study habits that I was blessed to be taught from some of the best...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- Series 7
- +4 subjects

Isaac: Westchester Series 65 course instructor
...on one with each student and I believe that individualized attention helps accelerate the learning process. Throughout my career I have helped younger advisors on my team study for their series exams (SIE, series 6, 7, 63, 65, and 66). I graduated from Missouri State University with a degree in Finance with an emphasis in Financial Planning. I have my CFP, and have passed the Series 6, Series 7, Series 63, Series 65, and Series...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 66
- Series 7
- SIE
- +9 subjects

Kyle: Westchester Series 65 course instructor
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 7
- SIE
- +11 subjects

Aleta: Westchester Series 65 course instructor
...seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various states. I also hold an MBA in finance. I own a financial consulting firm providing financial coaching, financial educational presentations/events, academic instruction and money management skills individually and within my community.
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Insurance License
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects

David: Westchester Series 65 course instructor
...the Rochester Institute of Technology where I had a research assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a high school/college mentoring program in the area. I believe I can help students who may not have the help they need...
Education & Certification
- Hobart William Smith Colleges - Bachelor in Arts, Economics
- Rochester Institute of Technology - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Insurance License
- ASCP Board of Certification - American Society for Clinical Pathology Board of Certification
- AIFA - Applied Investment and Finance Analyst Certification Exam
- +151 subjects

Joseph: Westchester Series 65 course instructor
...senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on business and financial topics, I am most passionate about FINRA and Insurance regulatory examinations. I am a firm proponent of continuing education throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the Corporate Trainer Certified,...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- Series 4
- SIE
- Real Estate License
- +30 subjects