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
- College Business
- High School Business
- Finance
- +15 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Essay Editing
- Philosophical Ethics
- +66 subjects

Vikram: San Francisco-Bay Area Series 7 tutor
I am a seasoned Investment Professional holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 7
- Exam SRM - Statistics for Risk Modeling
- Exam FM - Financial Mathematics
- Series 63
- +29 subjects

Kristin: San Francisco-Bay Area Series 7 tutor
I just obtained my licenses within the last year: 6, 63, 66, 7. While my employer provided me with the books, I was not given study support which I think would have been incredibly helpful to me. I look forward to helping you pass on your first try!
Education & Certification
- Eastern Illinois University - Bachelor of Science, Special Products Marketing Operations
- Lewis University - Masters in Business Administration, Agricultural Business
Subject Expertise
- Series 7
- SIE
- Series 66
- Series 63
- +1 subjects

Nicholas: San Francisco-Bay Area Series 7 tutor
...in the financial services industry as a financial advisor and served in the US Navy for 20 years as an enlisted aircrewman. I love to learn new things and have a deep passion for teaching and helping others. I tutor primarily in the areas of reading, math, and writing. My favorite areas are math and writing. Both are subjects I struggled with during my K-12 education and it was through my college and teaching experience...
Education & Certification
- Chapman University - Bachelor in Arts, Social Sciences
- Washington State University - Master of Arts Teaching, Education
Subject Expertise
- Series 7
- Series 66
- English
- Microeconomics
- +16 subjects

Christopher: San Francisco-Bay Area Series 7 tutor
...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 will do what it takes to help you...
Education & Certification
- Chattahoochee Technical College - Associate in Science, Biomedical Engineering
Subject Expertise
- Series 7
- Series 63
- Series 7 - General Securities Representative Exam (Stockbroker)
- Algebra 2
- +7 subjects

Karen: San Francisco-Bay Area Series 7 tutor
...in their learning process. I don't teach students but rather I involve them in the learning process so that they can be confident when solving the problems at hand. What motivates me to tutor in subjects ranging from elementary math up to Pre-Calculus to different business courses, is the challenge to tailor my teaching techniques to fit with my student. I enjoy badminton, basketball, stretching my mind, and hanging with friends on my spare time....
Education & Certification
- Indiana University-Bloomington - Bachelor of Science, Accounting and Finance
- Indiana University-Bloomington - Masters in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Exam FM - Financial Mathematics
- Professional Certifications
- Pre-Algebra
- +61 subjects

Joseph: San Francisco-Bay Area Series 7 tutor
...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 throughout one's lifetime and in sharing knowledge with others as much as possible. I am a Certified Financial Educator (CFEd), and hold the...
Education & Certification
- University of Phoenix - Associate in Science, Business, General
Subject Expertise
- Series 7
- Series 63
- Series 66
- Series 6
- +30 subjects

Johnny: San Francisco-Bay Area Series 7 tutor
...each person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical Analysis, which is understanding how to read a chart that includes candles, SMA, MACD, RSI and Divergence. I also teach economics and how economics is applied to the Stock market. Other subjects I may teach are undertanding Bonds, Credit...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- +14 subjects

Brian: San Francisco-Bay Area Series 7 tutor
...next 15 years combined, I worked for two top 5 US Banks and one top 5 US Defense contractor before moving back into independent consulting in 2016. I have traveled, worked, and lived across the US, Europe, Central and South America, and some of the Middle East (while in the military). Either professionally or as a personal interest I have tutored, mentored, and coached young and experienced adults in select academic topics, select professional exam...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 26
- SIE
- +22 subjects

John: San Francisco-Bay Area Series 7 tutor
...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 their goals and pass with confidence.
Education & Certification
- Northeastern Illinois University - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- FINRA - Financial Industry Regulatory Authority
- +1 subjects

Scot: San Francisco-Bay Area Series 7 tutor
...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 in your pursuit of your next FINRA license or your CFP...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 79
- Series 9
- Series 22
- +12 subjects
Education & Certification
- Florida State University - Bachelor of Science, Finance
- University of Miami - Master of Science, Finance
Subject Expertise
- Series 7
- SIE
- Series 66
- CFA
- +35 subjects
Education & Certification
- Carnegie Mellon University - Masters in Business Administration, Business Statistics
Subject Expertise
- Series 7
- Series 63
- SIE
- FINRA - Financial Industry Regulatory Authority
- +25 subjects
Education & Certification
- Spring Hill College - Bachelor of Science, Finance
Subject Expertise
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +4 subjects

Luke: San Francisco-Bay Area Series 7 tutor
Greetings. I am a Financial Advisor who has been a trader at Vanguard and a trainer at JP Morgan brokerage. My engaging teaching style and years in the business will allow you to separate critical information from the noise on the 7 65 and 66. We can practice together or come up with a personalized strategy to get you over the finish line and pass! Look forward to meeting you.
Education & Certification
- Shippensburg University of Pennsylvania - Bachelor of Science, Business, General
- University of Pittsburgh-Pittsburgh Campus - Master of Science, Business, General
Subject Expertise
- Series 7
- Series 63
- Series 66
- Series 65
- +5 subjects

Danny: San Francisco-Bay Area Series 7 tutor
...and soldiers most of my adult life and coaching and developing has been my passion. I have the Series 7 license, Series 66, Series 63, Series 24, and Series 9 and 10. In addition, I also have my New 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...
Education & Certification
- Pace University-New York - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 86
- Series 66
- +11 subjects

Anna: San Francisco-Bay Area Series 7 tutor
Hello :) I am a recent graduate from Macaulay Honors program at Baruch College. Since graduation, I have worked as a financial associate in a global bank. I have tutored students since 11th grade in a variety of English and math subjects, including standardized prep. I love helping students improve their knowledge, and am sure I can be of help to you, especially in grammar! ... As a tutor specializing in standardized exam preparation, I start...
Education & Certification
- CUNY Bernard M Baruch College - Bachelors, Finance
Subject Expertise
- Series 7
- Fiction
- 3rd Grade Math
- Social Sciences
- +169 subjects

Brandy: San Francisco-Bay Area Series 7 tutor
Everyone can learn, if they have the desire. My goal is to empower my students while understanding their learning styles, gaining a better idea of their perspective of the world, and to thereby teach them through their perspective for maximum success. Education is my passion. If my students aren't successful, how can I be?
Education & Certification
- University of Phoenix-Online Campus - Associate in Arts, Accounting
Subject Expertise
- Series 7
- CLEP Introductory Psychology
- Essay Editing
- Middle School Writing
- +170 subjects

Peter: San Francisco-Bay Area Series 7 tutor
...started a broker-dealer from scratch, was a manager of other reps, and was a producer. To see my career path including all the licenses I obtained, view me at Broker Check: https://brokercheck.finra.org/individual/summary/1313689 and see that I had all the licenses. I also was the prime lead instructor for a Series 7 school years ago before publishing training manuals that became the big business we see today. My peers, other broker-dealers, had enough confidence in me...
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 66
- Series 24
- Insurance License
- +42 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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