Top Series 7 Tutors serving Phoenix

Don: Phoenix Series 7 tutor
...school and high school English and Social Science. I taught middle school English and history for five years and was a vice principal of a high school for two years. I also taught Korean culture and language as an elective. My students experienced massive growth in California State testing for the English section thanks to a writing rubric I created to ensure success. As for my Korean class, 10% of my students would be able...
Education & Certification
- Haverford College - Bachelor in Arts, History
- Simpson University - Master of Arts, Education
Subject Expertise
- Series 7
- CFA
- Personal Finance
- Elementary School
- +23 subjects

Sean: Phoenix Series 7 tutor
...understanding and truly gain knowledge around different subjects. My ultimate goal is to get my students to the end goal of passing their exam as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 7
- Insurance License
- Series 66
- Series 6
- +2 subjects
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 7
- Series 63
- SIE
- Series 65
- +9 subjects

Raman: Phoenix Series 7 tutor
I am Certified Financial Planner with over a decade of experience in the financial planning industry. I have completed my Bachelors in Finance and have successfully passed the FINRA Series 7, Series 66, State Life & Health Insurance License, and the CFP Exam. Being a Financial Planner is no different than being an educator or a coach. My passion is to teach my clients on how build a robust financial plan, however my passion...
Education & Certification
- University of Houston-Downtown - Bachelor in Business Administration, Finance
- Rice University - Certificate, Financial Planning
Subject Expertise
- Series 7
- CFP
- Series 65
- Series 66
- +25 subjects

John: Phoenix Series 7 tutor
...trained and/or supervised over 500 financial advisors. I have studies Retirement Planning along with having the following FINRA Licenses: Series 7, 8 (9/10), 66, 63. While I tutor a broad range of subjects' financial literacy, I have proven experience in helping individuals master the content and successfully prepare to pass the following FINRA Licenses: Series 7, 8 (9/10), 66, 63 exams. My 28 years of industry experience will provide many real-world examples of what is...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 7
- Series 10
- Series 63
- Series 79
- +9 subjects

Richard: Phoenix Series 7 tutor
...registered rep with Charles Schwab for 8 1/2 years, and I have been a FINRA license exam instructor and tutor for about 7 years with RegEd and A.D. Banker, and recently with Exam FX. We can work over the phone, but I prefer Skype or Google Hangouts which lets me share a PowerPoint presentation. Besides explaining test topics to you, I'll ask you to explain them to me, because I know when you can clearly...
Education & Certification
- Arizona State University - Bachelors, English
Subject Expertise
- Series 7
- SIE
- Series 6
- Test Prep
- +1 subjects
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- Business Writing
- Basic Computer Literacy
- +66 subjects

Andrew: Phoenix Series 7 tutor
...application of academic theory. I am adept at teaching economics and finance, as well as topics in math, statistics, business administration, and standardized testing including several of the Series Exams. My teaching philosophy begins with understanding a student's goals and helping them achieve success both inside and outside of the classroom. I can use elements of a student's background to relate complex subjects in a way that is more familiar with the student. Outside of...
Education & Certification
- UNC Chapel Hill - Bachelors, Economics & Psychology
- Georgetown University - Masters, Finance
Subject Expertise
- Series 7
- CPA
- Series 3
- Series 63
- +70 subjects

Eunpa: Phoenix Series 7 tutor
Business analyst with five years of tutoring and significant corporate strategy experience. Applied BA in math at top ten research university to financial modeling, ROI analyses, marketing, academic research, technology, and higher education.
Education & Certification
- University of Chicago - Bachelor in Arts, Mathematics
Subject Expertise
- Series 7
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- Mathematica
- +43 subjects

Brandy: Phoenix Series 7 tutor
...I am a Financial Services Rep at a major Brokerage Firm in which I have been with with for two years. Passed each of my tests on the first try. I'm very skilled at teaching. I was previously licensed as a Life Insurance agent (Life Insurance and Annuities). I have a history in the Financial Industry working with Workers Comp Insurance and other Business Insurance. I have a Bachelors degree in Psychology.
Education & Certification
- Bellevue University - Bachelor of Science, Psychology
Subject Expertise
- Series 7
- Series 63
- SIE
- Series 7 - General Securities Representative Exam (Stockbroker)
- +1 subjects

Brent: Phoenix Series 7 tutor
Wharton Educated Certified Investment Management Analyst, Studied Pre-Med Honors at SMU, Undergrad in Finance UNT, SMU MBA Double Major: Finance and Strategy / Entrepreneurship, Currently working on Masters of Science in Accounting at SMU. Level II CFA (Chartered Financial Analyst) candidate, 20 years as an Investment Speaker and sales Executive for Fortune 100 firms. I was Academic Decathlon, Whiz-Quiz and Olympics of the Mind participant in High School, (Plano and Lewisville Gifted and Talented). ... Make...
Education & Certification
- Univ North Texas - Bachelors, Finance
- Southern Methodist University - Masters, Finance/ Strategy /Accounting
Subject Expertise
- Series 7
- College English
- 4th Grade Writing
- 8th Grade Science
- +120 subjects

Zachary: Phoenix Series 7 tutor
...a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you need to know to pass and skip out on all the fluff. I have a vast understanding of the "test world" concepts and their real world applications. If you are looking for a tutor who can break down the concepts into an easy to understand bits look...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 66
- SIE
- Series 24
- +12 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 7
- Series 6
- SIE
- Series 9
- +16 subjects

Daniel: Phoenix Series 7 tutor
I am a CPA with a background in teaching and tutoring. I can work with you on most finance, business, and accounting subjects. I help simplify the material and highlight the core lessons. I've been told it's very effective and helpful!
Education & Certification
- Malone University - Bachelor in Arts, Organizational Leadership
- Baldwin-Wallace College - Masters in Business Administration, Accounting
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 66
- CMA - Certified Management Accountant
- +25 subjects
Education & Certification
- University of California-Los Angeles - Bachelor of Science, Economics
Subject Expertise
- Series 7
- SIE
- FINRA - Financial Industry Regulatory Authority
- CFA
- +10 subjects

Garth: Phoenix Series 7 tutor
...following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who require multiple attempts. Additionally, my background prepares me to tutor students in a variety of subjects including finance, economics, accounting, investing, and all business-related topics. I graduated from Loyola University with my MBA and am a member of the International Business Beta Gamma Sigma Honor Society.
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 7
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- Series 65
- +26 subjects

Barrett: Phoenix Series 7 tutor
...largely a function of how it's defined, I consider my own success to be helping my students along a journey to attaining their respective goals. But that journey begins with a first step, at times a humbling step. As a coach and mentor, I value my role as your trusted resource in helping you take those initial steps on your journey to passing the securities exam(s) and onward to a bright future!
Education & Certification
- Florida International University - Bachelor of Science, Criminal Justice
- Louisiana State University and Agricultural Mechanical College - Doctor of Laws, Law Enforcement Administration
Subject Expertise
- Series 7
- Series 51
- Series 66
- SIE
- +20 subjects

Christopher : Phoenix Series 7 tutor
My name is Chris. I'm 25 years old and work in investment banking. I enjoy learning about and teaching all things related to business and history. Other than banking and tutoring, I'm also working on three startups as either a co-founder or leading business development. I also have my Series 7, 63 and 79 I like to take complex ideas and break them down with more simple terminology and application to real world scenarios.
Education & Certification
- The University of Alabama - Bachelor in Business Administration, Finance
Subject Expertise
- Series 7
- Social Studies
- Business Analytics
- World History
- +68 subjects

Scot: Phoenix Series 7 tutor
...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 in your pursuit of your next...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 16
- Series 6
- Series 9
- +12 subjects

Karen: Phoenix Series 7 tutor
...name if Karen Stevens. I graduated with a master's degree from Ashwood University in business administration. In addition, I hold an English teaching certificate. Since I graduated, I've taught or coached in several areas. However, my primary focus has been on Series licensing. I help students with all licenses such as SIE, 6, 63, 7 65.66, 24 and many more. Many students struggle with the concepts of the SIE exam. I can break it down...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Series 26
- Series 87
- Series 99
- +24 subjects
Private Series 7 Tutoring in Phoenix, AZ
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