Award-Winning Series 66 Courses & Classes in North Carolina

Matthew: North Carolina Series 66 course instructor

...it. More importantly, it also allows me to help people learn this world and show how you can be independent without taking on a lot of risk. I look forward to helping you in the world of business by using examples that you can relate with and showing you my "out of the box" approach...

Roman: North Carolina Series 66 course instructor

...with a B.S. in Mechanical Engineering from Virginia Commonwealth University, in my hometown of Richmond, Virginia, I moved and began my career in finance in Charlotte, NC. During my time in the industry, I've taken many exams, including, the CFP, Series 7, Series 66 Series 63, SIE, Life Ins, Health Ins, and LTC Ins -...

Bryan: North Carolina Series 66 course instructor

...a graduate of The University of Utah. I received my Bachelor of Science in Finance. I have worked in Financial Services for nearly 10 years, and have specialized in Adult Learning and Development within the industry since 2018. While I tutor a variety of subjects, I especially enjoy helping students with the material covered in...

Joshuah: North Carolina Series 66 course instructor

...a Bachelors of Science in Biology and Political Sciences; passed the SIE, Series 63, 65, and 7 on the first attempts, and have passed the Level I CFA exam. All of which are completely unimportant because it's not about me, it's about how I can help you (and I can)! Whether you know what you...

Michael: North Carolina Series 66 course instructor

...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 your strengths and weaknesses to create a personalized study plan that focuses on areas needing improvement, ensuring efficient and effective...

Eric: North Carolina Series 66 course 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.

Richard: North Carolina Series 66 course instructor

I am an Investment Banker specializing in Healthcare and Manufacturing both for Capital Raises and Buy and Sell side.

Gregory: North Carolina Series 66 course instructor

Andrea: North Carolina Series 66 course instructor

...I use a combination of real-world examples, interactive problem-solving techniques, and tailored learning strategies to ensure my students not only understand the material but can also apply it effectively in real-life scenarios. I am well-versed in tutoring a variety of finance topics, including but not limited to: - Professional Industry Licensing (FINRA) - Personal finance...

Joseph: North Carolina Series 66 course instructor

...my Bachelor of Science, Business Administration in Organizational Leadership, as an adult student while actively working and advancing my career in Financial and Investment Services. Having held several senior management, training, and business coaching positions has allowed me to develop a unique perspective and flexible tutoring style. While I tutor a range of subjects on...

Sean: North Carolina Series 66 course instructor

...as quickly and efficiently as possible. I received my undergraduate degree from Arizona State University and have been working as a Financial Advisor since 2019 obtaining multiple industry awards as well as managing my own book of business. I believe my firsthand experience gives me a particular insight that helps me be a great tutor...

Danny: North Carolina Series 66 course instructor

...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 given 100% to get there. I love to play golf and I love all sports. I'm a family man,...

Robin: North Carolina Series 66 course instructor

...complex concepts accessible. I aim to create an interactive learning environment where students feel supported and motivated to succeed. Outside of academia, I am deeply involved in relationship management and business development, which keeps me connected to the practical applications of the subjects I teach. I have both classroom experience and experience working with those...

William: North Carolina Series 66 course instructor

...finance professional with a Bachelor's degree from Manhattan College and over two years of tutoring experience, I am passionate about making complex financial concepts accessible to all. My tutoring focuses on subjects such as the SIE, Series 6, Series 7, Series 65, and Series 66 where I emphasize real-world applications and understanding the intricacies of...

David: North Carolina Series 66 course instructor

Hal: North Carolina Series 66 course instructor

...through the entire FINRA (then NASD) creation and registration process. I attended what was then a week-long Brokers Option Course at the Chicago Board of Options and followed that as the designated options trader for a firm. I have over twenty years of teaching experience at the college and university level in addition to having...

David: North Carolina Series 66 course 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!

Angela: North Carolina Series 66 course instructor

...passionate about educating and motivating individuals so that they have the knowledge to feel empowered in obtaining their goals and objectives. Throughout my career I have maintained the role of an educator. Taking the time to understand an individual's needs, objectives, and the way they learn best is paramount in achieving success. My relevant qualifications...

Alex: North Carolina Series 66 course instructor

...for helping people stems from watching someone work hard to accomplish a goal and then finally accomplish that goal. Whether it be retiring, buying a new home, landing a new job, or passing a big test. I am always striving to make an impact in those around me and to "Add Value" in any way...

Joshua: North Carolina Series 66 course instructor

...my 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.