Victoria: Waterloo Series 26 course instructor
...literacy and have previously taught financial literacy classes to 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...
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 26
- Series 6
- SIE
- Series 52
- +35 subjects
Hal: Waterloo Series 26 course instructor
...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 Law Exam...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 26
- Series 87
- Series 51
- Series 7
- +171 subjects
Isaiah: Waterloo Series 26 course instructor
...the series 6 exam in May of 2018. Two weeks later I passed the Series 63. A month later I passed the Series 26. In February of 2019 I passed the Series 65. All together it took me about 6 months to study and pass all exams. Now, I actively tutor in all exams. I...
Education & Certification
- Alabama State University - Bachelor of Science, Mathematics
- Alabama State University - Master of Science, Mathematics
Subject Expertise
- Series 26
- Series 6
- Insurance License
- Series 63
- +29 subjects
Edward: Waterloo Series 26 course instructor
...plus year veteran of the Financial Services industry. I have been involved with 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...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Insurance License
- Series 63
- Series 79
- +27 subjects
Ben: Waterloo Series 26 course instructor
...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 26
- Series 27
- FRM
- WMCP - Wealth Management Certified Professional
- +38 subjects
Barrett: Waterloo Series 26 course instructor
...is 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...
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 26
- SIE
- Series 65
- Series 6
- +26 subjects
Peter: Waterloo Series 26 course instructor
...7 top off. I passed the Series 3 exam, the National Commodities Futures Exam. If you want to obtain the SIE license, you probably are in one of these categories. You may be doing for the fun of it, looking to get a better understanding of investments, and exploring it as a career. You possibly...
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 26
- Series 57
- Series 23
- Series 66
- +42 subjects
Brian: Waterloo Series 26 course instructor
...topics, select professional exam pre test materials, soft skills, technical skill building, performance improvement, decision making, financial literacy, and leadership. While I can tutor a broad range of subjects, I am most passionate about finance, FINRA exams, decision making, financial literacy, and leadership. I am a firm proponent of higher education as well as career...
Education & Certification
- Portland State University - Bachelor of Science, Finance
Subject Expertise
- Series 26
- Series 10
- Series 65
- SIE
- +22 subjects