Blake: Calgary Series 65 test prep instructor
...I didn't even know I didn't know. I strive to teach and help in a relevant, understandable, and helpful way. I attended Oakland University on a full-tuition academic scholarship and majored in finance and minored in accounting. After working in the financial planning industry for 4 years, I became one of the youngest CFP Professionals...
Education & Certification
- Oakland University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- CFP
- SIE
- Business Writing
- +71 subjects
James: Calgary Series 65 test prep instructor
...finance, I was hired on Wall Street investment banking where I stayed until starting my own advisory firm 27 years ago, also during this time I started 9 start up companies in various industries. I love being with my family and grandchildren in my down time or traveling to major cities and reading.
Education & Certification
- University of Michigan-Dearborn - Bachelor in Arts, Business, General
Subject Expertise
- Series 65
- Series 56 - Proprietary Trader Qualification Exam
- Insurance License
- AP U.S. Government & Politics
- +33 subjects
Mark: Calgary Series 65 test prep instructor
...The Life, Health and P&C Insurance test The Real Estate Agent and the Real Estate Broker test TEST TAKING SKILLS are a vital part of passing any test I will demonstrate how. PRACTICE QUESTIONS - The more the better. As you are taking the test... I will show you how to build a POSITIVE ATTITUDE....
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 65
- Series 87
- Series 7
- Series 57
- +73 subjects
Giustina: Calgary Series 65 test prep instructor
I am a test account.
Subject Expertise
- Series 65
- USMLE
- CDR - Commission on Dietetic Registration
- Series 7 - General Securities Representative Exam (Stockbroker)
- +56 subjects
Claudio: Calgary Series 65 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 65
- Series 6
- Series 7
- Series 66
- +34 subjects
Howard: Calgary Series 65 test prep instructor
Knowledge is power. If you need to help better understand the Series 7, 63 or 65 , consider me. My score on the Series 7 was 92.
Education & Certification
- Tulane University of Louisiana - Bachelor of Science, Biology, General
Subject Expertise
- Series 65
- Series 7
- Insurance License
- Series 79
- +23 subjects
Edward: Calgary Series 65 test prep instructor
...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 and football both at...
Education & Certification
- Western New England University - Bachelor of Science, Finance
Subject Expertise
- Series 65
- Series 9
- Series 26
- Series 79
- +26 subjects
Chunhua: Calgary Series 65 test prep instructor
...responsibilities. I am a people person who enjoys knowing and working with new people. I have positive and patient personality. I want share my insights to enhance a student's potential. Rich industries' experience. Skills of taking exams. Positive and kind personality. Understanding I am here for you. I will make your test preparing journey much...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 65
- Series 79
- Insurance License
- NMLS - Nationwide Mortgage Licensing System
- +7 subjects
Aaron: Calgary Series 65 test prep instructor
...Kansas State University and earned a Master's degree in Personal Financial Planning. Recently, I've earned the Behavioral Financial Advisor (BFA) designation and the Retirement Income Certified Professional (RICP) designation. I've worked in several industry roles from client service, back office roles, compliance, management, personal advising and planning and retirement consulting. When I'm not focusing on...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 65
- CFP
- Series 7
- Series 66
- +7 subjects
Zachary: Calgary Series 65 test prep instructor
...investment advice to our high networth clients 1mm+ in assets. I passed the SIE and Series 65 will I was still in college and was put through a TD Ameritrade's training program to pass the Series 7 and Series 63 Licenses. The program I have learned is designed specifically to teach you the information you...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 65
- Series 63
- Series 28
- Series 7
- +12 subjects
Donald: Calgary Series 65 test prep instructor
...practice it every day. I held numerous instructor and leadership positions while at the Naval Academy and found my love for teaching. Upon graduation, I was commissioned into the United States Marine Corps my job as a Financial Manager. My passion for finance was sparked once I began my work as a financial manager. I...
Education & Certification
- United States Naval Academy - Bachelor of Science, History
- Louisiana State University-Shreveport - Masters in Business Administration, Finance
Subject Expertise
- Series 65
- ChFC - Chartered Financial Consultant
- Insurance License
- Series 7
- +35 subjects
Vikram: Calgary Series 65 test prep instructor
...holding MBA (Fin) and CFA qualifications. Teaching is my hobby and I taught nearly 60 CFA level 1 students. I have 18 years of professional experience as an investment professional. Completed FINRA Exams, Series 7 and Series 66. Making difficult concepts easy to understand with examples from day-to-day life is a gift to me.
Education & Certification
- ICFAI - Master's/Graduate, Investment
- CFA Institute - Professional (JD, MD, DMD, etc), Investment
- London Business School - Master of Arts, Finance
Subject Expertise
- Series 65
- Series 66
- CFA
- Series 63
- +29 subjects
Scot: Calgary Series 65 test prep instructor
...February of 2017, I co-founded my financial planning firm, Providers & Families Wealth Management, with my wife, Lindsey; and in December of that year, I became a CERTIFIED FINANCIAL PLANNER. The most influential teachers in my life provided an engaging and entertaining learning experience, and I strongly believe that these are very important characteristics of...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 65
- Series 82
- Series 63
- Series 4
- +12 subjects
Evan: Calgary Series 65 test prep instructor
...or CFA exam prep I graduated Summa Cum Laude (top 5% of my class) from Northwestern University with a degree in economics. I subsequently passed all 3 levels of the CFA examination process. I have worked in Investment Banking (Barclays Investment Bank) where I performed complex financial analyses before subsequently working in Private Equity. Most...
Education & Certification
- Northwestern University - Bachelor in Arts, Economics
Subject Expertise
- Series 65
- FINRA - Financial Industry Regulatory Authority
- Series 63
- CFA
- +27 subjects
Harvey: Calgary Series 65 test prep instructor
...University of California at Berkeley. I worked at Lawrence Radiation Labs in Berkeley as well as Lockheed Aerospace Division before starting a computer consulting company (40 plus years). I have worked for many years as a computer consultant including managing large networks, doing cybersecurity and various types of programming especially iPhone and iPad development using...
Education & Certification
- University of California-Berkeley - Bachelor of Science, Physics
- Santa Clara University - Masters in Business Administration, Marketing
Subject Expertise
- Series 65
- Series 63
- FINRA - Financial Industry Regulatory Authority
- Engineering
- +107 subjects
Myles: Calgary Series 65 test prep instructor
...ownership, has led me to acquire the Series 7, 65, 63, SIE, and Life Insurance licenses. In addition, I am a Chartered Retirement Planning Counselor and Certified Financial Planner. Because of the study habits I was taught, I was able to pass all exams on my first attempt and in a relatively short time frame....
Education & Certification
- Lamar University - Bachelor in Arts, Communication, General
Subject Expertise
- Series 65
- Series 7
- Series 6
- Series 7 - General Securities Representative Exam (Stockbroker)
- +4 subjects
David: Calgary Series 65 test prep instructor
Independent Financial Advisor and Political Junkie. If you need to pass your series exams or need to learn about our political system here in The United States I'm your guy!
Education & Certification
- Arizona State University - Bachelor of Science, Political Science and Government
Subject Expertise
- Series 65
- Series 63
- Series 10
- Series 66
- +9 subjects
Eric: Calgary Series 65 test prep instructor
My passion is helping to educate my clients in the areas they need assistance with. As a financial advisor and investment advisor representative, this is what I do on a daily basis, and I look forward to helping you accomplish your goals.
Education & Certification
- Appalachian State University - Bachelor of Science, Psychology
- University of Hartford - Master of Science, Industrial and Organizational Psychology
Subject Expertise
- Series 65
- Series 66
- Series 22
- Insurance License
- +16 subjects
Steven: Calgary Series 65 test prep instructor
...School of Management and a B.S. in Finance from the University of Montana. I am an 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...
Education & Certification
- The University of Montana - Bachelor in Business Administration, Finance
- Yale University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 65
- SEE - Special Enrollment Exam
- Series 7 - General Securities Representative Exam (Stockbroker)
- Exam IFM - Investment and Financial Markets
- +70 subjects
John: Calgary Series 65 test prep instructor
...With over 2 years of tutoring experience, I specialize in Series 65, SIE, accounting, and corporate finance. My teaching philosophy is centered on making complex topics accessible through real-world applications and tailored lesson plans that accommodate individual learning styles. I believe in fostering a supportive environment that builds confidence, using practical examples and interactive exercises...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 65
- AACN - American Association of Colleges of Nursing
- Series 7
- CFA
- +22 subjects