Top Series 27 Tutors serving Waterloo

Ben: Waterloo Series 27 tutor
...portfolio 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 27
- Series 65
- WMCP - Wealth Management Certified Professional
- Series 5 - Interest Rate Options Exams
- +39 subjects

James: Waterloo Series 27 tutor
...a specialty in the field of Finance. I also taught there for a period of time and authored two books: The Do-It-Yourself Investor and Do-It-Yourself Investment Analysis. The former book was chosen by Sylvia Porter as one of her top business books for 1987. While completing my MBA, I also began my professional career in...
Education & Certification
- University of Illinois at Urbana-Champaign - Bachelor in Arts, Business, General
Subject Expertise
- Series 27
- Series 5 - Interest Rate Options Exams
- Insurance License
- Series 63
- +24 subjects

Peter: Waterloo Series 27 tutor
...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 to elect me to two different FINRA offices. One was regional office and the other a national position....
Education & Certification
- Rensselaer Polytechnic Institute - Bachelor of Science, Materials Engineering
- California University of Pennsylvania - Master of Science, Mathematics and Statistics
Subject Expertise
- Series 27
- Series 28
- Series 7
- Series 86
- +42 subjects

Hajra: Waterloo Series 27 tutor
...have a BSBA with a concentration in finance and statistics. In addition to that I also have over 9 years of professional experience, holding various positions within the finance sector. In my professional setting I have helped and trained fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials...
Education & Certification
- American International College - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 27
- SIE
- Series 63
- Series 65
- +9 subjects

Jim: Waterloo Series 27 tutor
...have been in the securities industry for over 20 years and have a good understanding of many different areas. I will do my best to help the student by simplifying the material and using everyday tasks as examples. Exams I have taken (and passed on the first try): Series 7 (General Securities), Series 24 (General...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Finance
Subject Expertise
- Series 27
- Series 4
- Series 66
- Insurance License
- +16 subjects
Private Series 27 Tutoring in Waterloo
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