Top Series 65 Tutors serving Washington DC
Garth: Washington DC Series 65 tutor
...FINANCIAL PLANNER (CFP) professional. I have extensive experience working in the financial services industry. Currently I manage a sales team at T. Rowe Price. I am FINRA Series 7, Series 6, Series 63, Series 24, and Series 66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- Series 66
- CFP
- Series 7
- +26 subjects
Charles: Washington DC Series 65 tutor
...importance of developing critical thinking and problem-solving skills. My goal is not only to help students excel academically but also to equip them with the tools they need to become independent learners. I encourage my students to approach problems with curiosity and resilience, fostering a growth mindset that will serve them well beyond the classroom. Tutoring has also taught me invaluable lessons in patience, empathy, and adaptability. Every student presents a unique set of challenges...
Education & Certification
- George Mason University - Bachelor of Science, Computational Science
Subject Expertise
- Series 65
- EMT - Emergency Medical Technicians
- Series 31
- Series 11
- +1410 subjects
Prince: Washington DC Series 65 tutor
I am a CERTIFIED FINANCIAL PLANNER, Chartered Financial Consultant & Charted Retirement Planning Counselor. I love personal finance and hope you will too!
Education & Certification
- Virginia Polytechnic Institute and State University - Bachelor in Arts, Applied Economics
Subject Expertise
- Series 65
- CFP
- FINRA - Financial Industry Regulatory Authority
- ChFC - Chartered Financial Consultant
- +1 subjects
Nana: Washington DC Series 65 tutor
I signed up to be a tutor because I enjoy helping others achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 86
- Series 9
- Series 6
- +42 subjects
Ben: Washington DC Series 65 tutor
Experienced portfolio manager, strategist and published author with a demonstrated history of working in the financial services industry. Skilled in Asset Management, Equities, Bonds, Investment Strategies, and Capital Markets. Strong finance professional with a MBA focused in Finance, General from University of Southern California - Marshall School of Business. Series 65, 7, 63, 24, CFA, FRM
Education & Certification
- University of Amsterdam - Bachelor of Economics, Economics
- University of Southern California - Masters in Business Administration, Economics
Subject Expertise
- Series 65
- CFA
- Series 27
- Series 79
- +39 subjects
Aleta: Washington DC Series 65 tutor
...37 years experience in the financial services industry, I have passionately 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...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Insurance License
- Series 66
- SIE
- +27 subjects
Blake: Washington DC Series 65 tutor
...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, I became one...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- SIE
- CFP
- AP Macroeconomics
- +71 subjects
Nancy: Washington DC Series 65 tutor
...a variety of subjects. As a college economics major with an MBA, and as former investment banker with many years of experience there (now retired), I enjoy teaching finance, accounting, and econ as well as the various secrutities licensing tests. But my avocations are history and literature and I love teaching them as well--whether through assisting with regular school homework and test preparation, or through SAT/ACT prep, or through AP/SAT subject test prep in English...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 24
- SIE
- +85 subjects
Kevin: Washington DC Series 65 tutor
...broad range of subjects with a focus on math, science, history, government, geography, accounting, finance and related business topics. One of my goals for each tutoring session is to keep the student engaged and challenged yet not overwhelmed. I use a number of teaching methods, including practice questions and topical computer related tools. I often ask for feedback and appreciate candid communication. I try to be flexible with my time. To ensure that we have...
Education & Certification
- Truman State University - Bachelor of Science, Accounting
- Washington University in St Louis - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- Series 6
- CPA
- Series 7
- +41 subjects
Joseph: Washington DC Series 65 tutor
...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 proponent of continuing...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 65
- SIE
- Series 6
- Series 7
- +30 subjects
Brendan Daniel : Washington DC Series 65 tutor
...to your needs and are not simply filled with reading the book back to you. I firmly believe in bringing the practical application of subjects to education. What you are learning isn't all theory, after all. I'll have accomplished my job if I can be a foundational block to getting you closer to your goal. I graduated with a degree in Psychology and a minor in Economics. Since graduation, I worked in asset management as...
Subject Expertise
- Series 65
- Series 16
- Series 7
- Series 86
- +62 subjects
James: Washington DC Series 65 tutor
...personal success. Therefore, while I am available to assist in many subject areas, my tutoring focus is on helping any age student excel at Algebra and the fundamentals of mathematics. I like to think of myself as a golfer even though I don't get to play very often. I am an avid sports fan, particularly for the teams in my area of Florida, now known as (at least temporarily) as Champa Bay (Tampa Bay)!
Education & Certification
- Cornell University - Bachelor of Science, Operations Research
- Cornell University - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- Linear Algebra
- AP Microeconomics
- Cost Accounting
- +28 subjects
Lonie: Washington DC Series 65 tutor
...a primary source of income; I teach because I enjoy helping others enough to do it in my spare time. People don't care what you know until they know that you care. I'm supposed to write something here about my own achievements. I have an impressive resume by most peoples' standards. But my achievements don't amount to anything unless they translate into helping YOU pass your exam. Let's just leave it at that.
Education & Certification
- Bowling Green State University-Main Campus - Bachelor of Science, German
- West Virginia University - Bachelor of Science, Statistics
- Xavier University - Master of Science, Business Administration and Management
Subject Expertise
- Series 65
- Insurance License
- Series 6
- Series 63
- +21 subjects
Mark: Washington DC Series 65 tutor
...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 show you how...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Exam IFM - Investment and Financial Markets
- Series 9
- Series 66
- +73 subjects
Sarah: Washington DC Series 65 tutor
...of tutoring experience, I am proud to offer a personalized and highly effective learning approach, boasting an impressive pass rate. My teaching style is rooted in clear, everyday language, and I provide a variety of accessible learning portals, eliminating the need for additional expenses on materials. My extensive resource library includes both my own unique materials and traditional ones (Kaplan, PassPerfect, and Achievable), ensuring a comprehensive learning experience. As a financial advisor and recent MBA...
Education & Certification
- University of upper Iowa - Bachelor in Business Administration, Business Administration and Management
- University of Wisconsin-Madison - Masters in Business Administration, Accounting and Business Management
Subject Expertise
- Series 65
- CFP
- Series 63
- Series 66
- +36 subjects
Harvey: Washington DC Series 65 tutor
...doing online tutoring in physics for over six years and have been teaching for many years. I have a degree in Physics from the University of California at Berkeley. I worked at Lawrence Radiation Labs in Berkeley as well as Lockheed Aerospace Division before starting a computer consulting company (40 plus years). I have worked for many years as a computer consultant including managing large networks, doing cybersecurity and various types of programming especially iPhone...
Education & Certification
- University of California-Berkeley - Bachelor of Science, Physics
- Santa Clara University - Masters in Business Administration, Marketing
Subject Expertise
- Series 65
- Series 63
- FINRA - Financial Industry Regulatory Authority
- AP Human Geography
- +102 subjects
Scot: Washington DC Series 65 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 65
- Series 7
- Series 57
- Series 4
- +12 subjects
Giustina: Washington DC Series 65 tutor
I am a test account.
Subject Expertise
- Series 65
- PMP
- Series 10
- NPTE - National Physical Therapy Examination
- +56 subjects
Christopher: Washington DC Series 65 tutor
...it simply, you don't understand it well enough. -Albert Einstein After completing 4 years of work experience as a business valuation analyst and level 3 of the CFA program, I have taken some time to travel (before Covid) and begin teaching online. My expertise is in options, futures, forwards, swaps and other financial derivatives, which I studied both at Middle Tennessee State University and the London School of Economics. I gained valuable tutoring experience in...
Education & Certification
- Middle Tennessee State University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- CPA
- CFA
- Statistics
- +144 subjects
James: Washington DC Series 65 tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 65
- Series 63
- Series 9
- Series 86
- +24 subjects
Private Series 65 Tutoring in Washington DC
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.
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.