Top Series 65 Tutors serving Kansas City

Benjamin: Kansas City Series 65 tutor
I'm a master's student looking for a side gig over the summer. I enjoy teaching; I've student taught my peers through my own education plus two years of TA at a middle school. I like to make learning fun - riddles, puzzles, creative thinking over just filling in the right steps :)
Education & Certification
- Southeast Missouri State University - Bachelor of Science, Engineering Physics
- Missouri S&T - Master of Science, Electrical Engineering
Subject Expertise
- Series 65
- PHR - Professional in Human Resources
- MPJE - Georgia
- MPJE - Maryland
- +92 subjects

Vincent : Kansas City Series 65 tutor
I am a Financial Advisor, MBA Graduate, and Lifelong Learner. I have successfully taken and passed the Securities Industry Essentials (SIE), the General Securities Representative (Series 7), the Uniform Securities Agent State Law (Series 63), and the Uniform Investment Advisor Law (Series 65) examinations. Due to my experience in financial services, I will be able to incorporate real-world examples into my sessions in order to help students grasp and understand the material at hand. Let's...
Education & Certification
- University of Central Florida - Bachelor of Science, Business and Managerial Economics
- Georgian Court University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- SIE
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +14 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 65
- Series 24
- SIE
- Series 6
- +16 subjects

Julie: Kansas City Series 65 tutor
I am a Certified Financial Planner, Certified Financial Therapist - I with a Master of Science in Finance and a Bachelor of Business Administration. While I am a fee-only fiduciary advisor now, I have taken and passed the Series 7, Series 65, and Series 66 exams as well as the rigorous Certified Financial Planner examination. I am here to help personal finance, finance, and business students achieve their educational goals!
Subject Expertise
- Series 65
- Series 7
- Series 66
- CFP
- +5 subjects

Joseph: Kansas City Series 65 tutor
I obtained my Bachelor of Science, Business Administration in Organizational Leadership, as an adult student while actively working and advancing my career in Financial and Investment Services. Having held several 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...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- Series 66
- SIE
- Series 4
- +30 subjects

Mark: Kansas City Series 65 tutor
...estate broker and financial advisor. Series # 7 Tutor I like to help people pass: The Series # 7 - # 63 - # 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...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 10
- Insurance License
- SIE
- +73 subjects

Peter: Kansas City Series 65 tutor
...understanding of investments, and exploring it as a career. You possibly are in college and wanting an internship at an investment firm. You are hired in the business and need to pass the SIE and the other FINRA exams thereafter. Please understand that these tests are NOT EASY. You must be committed to PASSING the test. Your commitment to passing ensures my commitment to you. Otherwise, I probably am not the right tutor for you....
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- Series 57
- +42 subjects

Aaron: Kansas City Series 65 tutor
I've spent the majority of my life being a student of the financial realm; and to this day, constantly work to perfect my craft. I believe a lot of work done by financial professionals is noble, they have the ability to help others retire comfortably, protect themselves and loved ones against unfortunate circumstances, help others as well as many other goals they have. I believe there is a right way to do business and I...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- Series 66
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- +7 subjects

Kevin: Kansas City Series 65 tutor
As a Mensa member, CPA (Certified Public Accountant), MBA and inventive Patent Holder with the US Patent Office, I know that learning is a great investment. My passion for teaching comes from a life long passion for learning. Im a Masters Degree graduate of Washington University in St. Louis (Olin School of Business: Finance emphasis) and also received my Bachelor of Science in Accounting from Truman State University. Both students and parents say that I...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 24
- Series 66
- Series 63
- +41 subjects

Chunhua: Kansas City Series 65 tutor
I know what it takes to study and pass exams. I have rich securities, real estate and tax planning industry experience. I have Ph.D. degree in Management Science and 2 masters degrees as MBA and Master of Science. I also have Loan Officer License, Enrolled Agent license, Life/Health Insurance. I know how to learn effectively and efficiently. I built a financial company which provides one-stop wealth management advisory services. Many years of advisory sales and...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- Series 63
- Insurance License
- Series 7
- +7 subjects

Isaac: Kansas City Series 65 tutor
...on the following topics - retirement, tax, insurance, estate, and investment planning. I am patient and understand that people have different ways of understanding things. I can adapt my language to help you understand and have had ample experience over the years helping all types of people comprehend numerous financial concepts. I will make sure that after every session your depth of understanding is greater and you're one step closer to passing that exam or...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Insurance License
- SIE
- CFP
- +9 subjects

Blake: Kansas City Series 65 tutor
...enjoy mentoring and teaching others because that is what has helped me in my life and career the most: someone coming alongside me and helping me with things I didn't even know 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,...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- GED
- +71 subjects

Stephen: Kansas City Series 65 tutor
As a finance professional with a Master's degree from Rollins College, I bring over two years of tutoring experience in subjects such as macroeconomics and personal finance. My diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 65
- SIE
- Insurance License
- Real Estate License
- +11 subjects

Nhan: Kansas City Series 65 tutor
I have a Bachelor in Physics from The Ohio State University and a Masters in Finance and Economics from Ohio University. Currently I am in another Master program, this one is for Accountancy, specialized in 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...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 65
- Series 63
- Series 24
- Series 9
- +78 subjects

Albert: Kansas City Series 65 tutor
Hi! I have over 10 years of tutoring experience, and my strongest subjects are GMAT, GRE, and SAT. I am particularly good at coaching Maths, Verbal, and Writing skills. Within 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...
Education & Certification
- Wuhan University - Bachelor in Arts, Broadcast Journalism
- University of California-Los Angeles - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- CFA
- Series 63
- Series 7
- +46 subjects

Johnny: Kansas City Series 65 tutor
I am a retired Army Veteran and a undergraduate from the University of Houston-Victoria with honors( cum laude). While serving 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...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 65
- Series 66
- SIE
- Series 7
- +14 subjects

Myles: Kansas City Series 65 tutor
After graduating with honors from Lamar University, I started my career in banking to pursue my love for finance. My professional journey in banking, investments, and business ownership, has led 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...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 65
- Series 10
- SIE
- Series 63
- +9 subjects

Kim: Kansas City Series 65 tutor
Greetings, My name is Kim. I have worked in a business environment for many years. During that time, I have had to study constantly in order to maintain my skill set. To this very day, I work upwards of 18 hours per day, five and sometimes six days per week. Because of my diverse background, (heavy in the finance arena, including insurance, securities & investment banking/related) I can relate to people on different levels. I...
Education & Certification
- University of Alaska Anchorage - Bachelor of Science, Political Science and Government
- International Seminary for Distance Education in Theology - Bachelor of Theological Studies, Theology
Subject Expertise
- Series 65
- Insurance License
- Series 7
- Series 79
- +46 subjects

Jorge: Kansas City Series 65 tutor
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
- Series 66
- CFP
- Series 6
- +38 subjects
Private Series 65 Tutoring in Kansas City, MO
Receive personally tailored Series 65 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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