Hal: Waterloo Series 24 test prep instructor
...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...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 24
- CIMA
- Series 52
- Series 63
- +171 subjects
Victoria: Waterloo Series 24 test prep instructor
...high school students. While I tutor a broad range of subjects, I am most passionate about business, economics, leadership, personal finance, and securities licensing. In my experience helping students prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Exam IFM - Investment and Financial Markets
- Series 7
- Insurance License
- +35 subjects
Karen: Waterloo Series 24 test prep instructor
...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...
Education & Certification
- Ashwood University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 99
- Series 66
- Real Estate License
- +24 subjects
Aaron: Waterloo Series 24 test prep instructor
...Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4, 24 and 53 licenses. To continue my pursuit of growth, I went on to earn my Certified Financial Planner (CFP) designation. A short time later, I enrolled at Kansas State University and earned a Master's degree in Personal Financial...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 24
- CFP
- Series 7
- Series 66
- +7 subjects
Nhan: Waterloo Series 24 test prep instructor
...Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and General Accounting. I believe in a thorough and rational approach to learning, where individual problem...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Insurance License
- Series 63
- +78 subjects
Ben: Waterloo Series 24 test prep instructor
...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 24
- Series 7
- Series 66
- Series 26
- +39 subjects
Brian: Waterloo Series 24 test prep instructor
...investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together we will make it happen!
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 24
- Series 7
- Series 63
- PMP
- +18 subjects
edward: Waterloo Series 24 test prep instructor
...am 100% committed I graduated from the University of South Florida in 1986 and got my Real Estate License from the State of Florida that same year. In addition, I achieved the status as a Licensed Real Estate Broker in 1992 and have owned and managed various brokerages throughout my career as the Broker of...
Education & Certification
- University of South Florida-Main Campus - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- Series 86
- Series 79
- Series 27
- +7 subjects
Dennis: Waterloo Series 24 test prep instructor
...along the way (7, 63, 55 and 24 supervisory principal). Life is easiest when armed with a variety of skill sets. So learn a little of everything but specialize in something that you feel like learning, even if there will be no test or recognition. Your education is really for yourself and those you will...
Education & Certification
- Wesleyan University - Bachelor in Arts, Mathematical Statistics and Probability
Subject Expertise
- Series 24
- Series 55
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 63
- +49 subjects
Michael: Waterloo Series 24 test prep instructor
...and securities markets, and anything dealing with aviation. I have recently changed my career to move out of in-house financial services firms and focus completely on teaching. The way I prefer to teach and tutor is to work with the student, not lecture them. I try to find their strengths and weaknesses, the focus on...
Education & Certification
- Capella University - Doctor of Philosophy, Finance
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- FINRA - Financial Industry Regulatory Authority
- Exam IFM - Investment and Financial Markets
- +16 subjects
Steven: Waterloo Series 24 test prep instructor
...avid skier, and teach skiing part time as well. For the past 7 years I have been a small business owner. I love the teaching and learning process. For several years I have taught skiing. Skiing is a superb example of a skill that can be broken down to basic components and mastered through practice,...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 24
- CFA
- FINRA - Financial Industry Regulatory Authority
- Series 65
- +70 subjects
Michael: Waterloo Series 24 test prep instructor
...Seeing my students achieve their goals and succeed in their exams is incredibly rewarding. I am dedicated to providing the support, guidance, and strategies needed to help each student reach their full potential. Together, we can make your path to certification a successful and enjoyable experience. Why Choose My Tutoring Services? Customized Help: I assess...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 65
- Series 79
- +12 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- Series 9
- Series 7
- +16 subjects
Danny: Waterloo Series 24 test prep instructor
...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 24
- Insurance License
- Series 86
- Series 7
- +11 subjects
Education & Certification
- Saint Peters College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 24
- Series 4
- Series 10
- Series 7
- +4 subjects
Nancy: Waterloo Series 24 test prep instructor
...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...
Education & Certification
- Rhodes College - Bachelor in Arts, Economics
- Harvard Business School - Masters in Business Administration, Finance
Subject Expertise
- Series 24
- Series 79
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +85 subjects
Andrea: Waterloo Series 24 test prep instructor
...me finds that part as enjoyable. My favorite study setting looks like a cup of coffee, Jazz music, and plenty of notecards or fun highlighters and pens. I look forward to the opportunity to help you succeed in your finance and business-related coursework or professional licensing exams while guiding you toward a deeper understanding of the...
Education & Certification
- Washington University in St Louis - Master of Science, Finance
Subject Expertise
- Series 24
- Series 7
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- +58 subjects
Edward: Waterloo Series 24 test prep instructor
...advising and counseling both clients and advisors, and am passionate about helping others learn how financial markets work. I have passed the Series 6, 7, 24, 26, and 66 exams, and held the Massachusetts Life and Health insurance licenses. I coached basketball and football both at the youth and high school levels. I love music...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 24
- Series 7
- Series 66
- Series 79
- +26 subjects
Education & Certification
- Purdue University - Bachelor in Arts, Education
- Indiana University - Master of Science, Public Finance
Subject Expertise
- Series 24
- Real Estate License
- Series 65
- Series 63
- +20 subjects
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 24
- Series 10
- Series 86
- Insurance License
- +23 subjects