Bryan: Calgary Series 63 test prep instructor
...Exams (SIE, Series 7, Series 63/66). In my experience helping students prepare for Licensing Exams, I have enjoyed seeing learners become more confident in their knowledge of financial products, industry regulations, and market mechanics. I am enthusiastic about learning and believe that anyone can grasp complex material, no matter how difficult. I believe that mastering...
Education & Certification
- University of Utah - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 66
- +5 subjects
Joseph: Calgary Series 63 test prep instructor
I love to teach and inspire my student to attain their goals and objectives. I am very compassionate and patient with my students, especially those studying for FINRA and State Insurance Licensing exams. I have created unique study plans and practice exam questions that have assisted my students to pass their exams without any doubt...
Education & Certification
- Yeshiva University - Bachelor of Science, Economics
- Western Governors University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 27
- Series 79
- Series 22
- +48 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Insurance License
- CFP
- Series 6
- +8 subjects
Gregory: Calgary Series 63 test prep instructor
...linear algebra, calculus) at JPMorgan and UBS. I teach stats, finance and programing in a user friendly way. I don't repeat the dry methods of text books. MATLAB is my main scripting language; I also use R and SPSS. I enjoy math and science, and I tutor my own children (7 and 10)
Education & Certification
- Wesleyan University - Bachelor in Arts, Economics
- University of Chicago - Master of Science, Financial Mathematics
Subject Expertise
- Series 63
- Series 3
- Exam FM - Financial Mathematics
- Series 7
- +48 subjects
Ben: Calgary Series 63 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 63
- Exam IFM - Investment and Financial Markets
- WMCP - Wealth Management Certified Professional
- Series 7
- +38 subjects
DeSean: Calgary Series 63 test prep instructor
...B.S.B.A. in Personal Financial Planning, a B.S.B.A. in Finance, and a B.A. in Communication Studies. I do not like micromanagement, although I do believe a tutor and student should have a vested interest to benefit the student. In my free time, I enjoy long walks with my wife and playing the alto. saxophone.
Education & Certification
- Kutztown University of Pennsylvania - Bachelor of Science, Finance
- Kutztown University of Pennsylvania - Bachelor of Science, Financial Planning
- Kutztown University of Pennsylvania - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 7
- SIE
- Series 6
- +14 subjects
Melissa: Calgary Series 63 test prep instructor
...years of real world experience in business. I can teach the following licenses: SIE, Series 7, Series 63, and Series 66. I am a current licensed senior broker at a large firm. I have assisted with in-person training to pass these licenses and have worked teaching adults my entire career. Cannot wait to work with...
Education & Certification
- The University of Texas at Arlington - Bachelor in Arts, Anthropology
- Capella University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 66
- SIE
- Series 7
- +1 subjects
Evan: Calgary Series 63 test prep instructor
...process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most recently, I served as a Director of Finance for a Private Equity owned enterprise. I have helped many students in statistics, economics, managerial accounting, financial accounting and finance. I enjoy tutoring and...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 66
- Series 24
- CFA
- +27 subjects
Aleta: Calgary Series 63 test prep instructor
With more than 37 years experience in the financial services industry, I have passionately seen my primary role as an educator. This is equally important to me as a tutor. During my career, I obtained the Certified Series 7, 6, 63, and 65 and the Life, Health, Annuities and Variable Contracts Producer License within various...
Education & Certification
- University of Miami - Bachelor in Arts, Public Relations
- Hampton University - Masters in Business Administration, Finance
Subject Expertise
- Series 63
- Insurance License
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- +27 subjects
Casey: Calgary Series 63 test prep instructor
...in the business world, I believe that a strong understanding in Math can lay the groundwork for building the life of your dreams. In my spare time, I enjoy cooking, travel, spending time with my family, strength training, and learning new skills that enrich my life ranging from the piano to gardening.
Education & Certification
- Florida Atlantic University - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 63
- Series 7
- Series 79
- Series 86
- +25 subjects
Dana: Calgary Series 63 test prep instructor
Dana Johnson is a Business Instructor, Bitcoin enthusiast, Motivator, and a Financial Consultant who started his career in the music business after graduating from the American College of Switzerland. He also worked as a Financial Advisor for JP Morgan Chase, Merrill Lynch, and Santander Bank before starting his own firm Johnson Capital Global Advisory.
Education & Certification
- American College of Switzerland - Bachelor in Arts, Economics
- New York University - Master of Arts, Music Management and Merchandising
Subject Expertise
- Series 63
- Insurance License
- Series 65
- Series 7 - General Securities Representative Exam (Stockbroker)
- +27 subjects
Warrick: Calgary Series 63 test prep instructor
When interacting with students I take an approach that focuses on allowing them to learn in a way that suits their learning style, whether visual or auditory. I make an earnest attempt to allow the student to learn in a fashion that is most effective in promoting retention and understanding. I will show much patience...
Education & Certification
- The University of Florida - Bachelor in Business Administration, Finance
Subject Expertise
- Series 63
- Series 52
- Insurance License
- Series 82
- +26 subjects
Joshua: Calgary Series 63 test prep instructor
...students to have fun while learning, and know why they are learning certain topics. I can use my 15 years of industry experience to share how learning topics would be applied during real life situations. I want my student to not only pass their exam, but also have confidence in their future careers.
Education & Certification
- University of Arizona - Bachelor of Science, Finance
Subject Expertise
- Series 63
- Series 6
- Series 66
- Series 7
- +8 subjects
Zachary: Calgary Series 63 test prep instructor
...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...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 63
- Series 66
- SIE
- Series 24
- +12 subjects
Claudio: Calgary Series 63 test prep instructor
...with diversified graduate-level education in econometrics, derivatives, corporate finance, economics and financial statement analysis. I am a team player, goal oriented, trustworthy. I am fluent in Spanish and English and I am the former President of the Latino Student Association at BYU- Hawaii. I have been educated in 3 different continents. Registered Representative (Series 7)
Education & Certification
- Brigham Young University-Hawaii - Bachelor of Science, Business Administration and Management
- Trinity College - Master of Science, Finance
Subject Expertise
- Series 63
- Series 66
- Series 65
- Series 6
- +34 subjects
Education & Certification
- University of Massachusetts-Dartmouth - Bachelor in Arts, Political Economy
Subject Expertise
- Series 63
- SIE
- Series 24
- Series 10
- +16 subjects
Michael: Calgary Series 63 test prep instructor
...I believe that learning should be engaging and memorable. That's why I bring a creative approach to my tutoring, using fun and innovative methods to simplify complex concepts and make exam content stick. By turning challenging material into engaging lessons, I strive to build not just understanding but also confidence in my students. Seeing my...
Education & Certification
- University of Central Florida - Bachelor in Arts, Communication, General
Subject Expertise
- Series 63
- Series 24
- Series 79
- Series 9
- +12 subjects
Jahlen: Calgary Series 63 test prep instructor
...also spent my recent time of employment working for a insurance company. At this time I developed my experience in tutoring,over the last 2 years, by helping my fellow coworkers pass their exams. In my experience with the SIE exam, Series 6, and Series 63 is to study through practice questions and analyzing them in...
Education & Certification
- SUNY at Purchase College - Bachelor in Arts, Economics
Subject Expertise
- Series 63
- Series 6
- SIE
- Insurance License
- +2 subjects
John: Calgary Series 63 test prep instructor
...hired, 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:...
Education & Certification
- Chicago State University - Bachelor of Science, Applied Psychology
Subject Expertise
- Series 63
- Series 10
- Series 24
- Series 66
- +9 subjects
Shawn: Calgary Series 63 test prep instructor
I have my BA from CU Boulder and graduated from Washington University in Saint Louis with my Master's in International Affairs. I have been teaching and tutoring since I was an undergraduate in 1996. I currently work in the financial services industry. While I tutor a broad range of subjects, most of my clients study...
Education & Certification
- Washington University in St Louis - Master of Arts, International Relations
Subject Expertise
- Series 63
- Series 66
- Series 65
- Series 6
- +46 subjects