Top Series 65 Tutors serving Long Island

Dana: Long Island Series 65 tutor
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 31
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects

Jorge: Long Island Series 65 tutor
...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 to approach the material in a disciplined and structured manner. By doing so, they gain confidence and...
Education & Certification
- Long Island University-C W Post Campus - Bachelor in Arts, English
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 55
- Series 7
- +38 subjects

Irfan: Long Island Series 65 tutor
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
- Financial Accounting
- Geometry
- Math 3
- +20 subjects

Mary: Long Island Series 65 tutor
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
- FSBPT - Federation of State Boards of Physical Therapy
- Series 17
- ARDMS - RVT - Vascular Technologies (VT)
- +1359 subjects

Lucas: Long Island Series 65 tutor
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
- GRE Verbal
- +20 subjects
Education & Certification
- University of Essex - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- CFA
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 6
- +14 subjects

Danny: Long Island Series 65 tutor
...Jersey Life and Health Insurance licenses. I am here to help you develop a plan for success. I will set you up to the best of my abilities for test day and make sure you have given 100% to get there. I love to play golf and I love all sports. I'm a family man, and they always come first. I'm not going to pull any punches, and I'm going to give you honest feedback...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 24
- Series 86
- Series 66
- +11 subjects
Subject Expertise
- Series 65
- Series 79
- Series 10
- Series 7
- +56 subjects

Albert: Long Island Series 65 tutor
...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 concentration is Finance, Economics, and Investments. I own two undergraduate degrees: Bachelor of Arts in Journalism...
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

Anubhav: Long Island Series 65 tutor
...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 the concepts...
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 4
- Real Estate License
- Series 7 - General Securities Representative Exam (Stockbroker)
- +50 subjects

Steven: Long Island Series 65 tutor
...for helping others master finance, investing, and business fundamentals. Whether you're looking to sharpen 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...
Education & Certification
- Cornell University - Bachelor of Science, Information Science
Subject Expertise
- Series 65
- SIE
- FINRA - Financial Industry Regulatory Authority
- Business
- +15 subjects

Chunhua: Long Island Series 65 tutor
...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 will make...
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 7
- Series 6
- Series 79
- +7 subjects

Blake: Long Island Series 65 tutor
...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, I became one of the youngest CFP Professionals in the country in 2019. My best areas to...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Test Prep
- +71 subjects

Scot: Long Island Series 65 tutor
...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 very important characteristics of an impactful education! I look forward to helping you...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 10
- Series 22
- Series 79
- +12 subjects

Roman: Long Island Series 65 tutor
...helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the first attempt. I take care to assess your starting position and help you map out a study and exam prep plan to ace the test on your first try.
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 65
- CFP
- Series 7
- FINRA - Financial Industry Regulatory Authority
- +60 subjects

Evan: Long Island Series 65 tutor
...high school work, undergraduate/graduate level Finance, Economics, Math, or Accounting work, or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- SIE
- Series 66
- Series 63
- +27 subjects
Education & Certification
- SIUCarbondale - Bachelor of Science, Management Science
- Walden University - Doctor of Philosophy, Finance
Subject Expertise
- Series 65
- Series 31
- CIMA
- CFP
- +43 subjects

Hal: Long Island Series 65 tutor
...Certified Financial Planner, Certified Trust and Investment Advisor, Regulation 144 Specialist, Retirement Planning Specialist, Certified Senior Advisor, and a variety of other qualifications. In 2019, as I began tutoring and realized that it had been decades since I originally passed my securities licensing exams, I took the Securities Industry Essentials Exam (SIE), and retook the Uniform Investment Adviser Law Exam (Series 65), and the National Commodities Futures Exam (Series 3), passing each on a single...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 65
- Series 52
- Series 3
- CFP
- +171 subjects

Kyle: Long Island Series 65 tutor
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
- Insurance License
- Series 6
- Series 66
- +11 subjects

Myles: Long Island Series 65 tutor
...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 and in a relatively short time frame. I hope to pass on to more students the...
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 7
- +4 subjects
Private Series 65 Tutoring in Long Island, NY
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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