2 Series 63 Tutors Found Near Roanoke, VA



Photo: Aliene L.

Aliene L.

Series 63 Tutor

Athens, OH 45701

Will travel 40 miles

$55 per hour.

3.0 2 ratings

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Professional Coach, Mentor and Coach for the 21st Century Economy

I completed the Series 63 course work, examination and licensing requirements for Uniform Securities Agents in 2001. I have clients in California, Ohio, Texas and Virginia. I have met the continuing education needed to maintain an investment license for more than ten years. Client services are provided monthly or annually, without client complaints. Three subscription for insurance and investment materials help me keep up on changes in a volatile financial environment. I am Aliene, an independent tutor and mentor with thirty-five years of experience in education and public administration. My [more]


Photo: Michael H.

Michael H.

Series 63 Tutor

Greenville, SC 29615

Will travel 40 miles

$45 per hour.

5.0 3 ratings

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Academic Tutor in Math;Finance;Accounting (MBA/Finance;PreEngineering)

I have earned FINRA Series 7 licence in 2011 in addition to Series 66 licence (an expanded version of 63), and since then, have been offering financial advise to individuals and business in-person and online. I have had my training as part of my education when I expanded my MBA studies to specialize further in Finance, namely investments, financial markets and advanced financial theory (PhD level course). While at the the international/French company AXA Advisers and MetLife, I have interacted with new and existing clients as part of my marketing campaign to generate new financial planning b [more]