Award-Winning Series 66 Courses & Classes in Edmonton

Eric: Edmonton Series 66 course instructor

...North High School in 2012, and graduated from the University of Illinois at Urbana-Champaign with a finance degree in 2016. Education has played a central role in my life, from early youth until today. The first lesson learned was how to be disciplined. I learned how to put in the time and mental effort to...

Claudio: Edmonton Series 66 course instructor

...level 1 candidate 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...

Garth: Edmonton Series 66 course instructor

...66 registered in all 53 jurisdictions. In previous roles, I was responsible for mentoring and supporting associates tasked with passing various FINRA licenses, as well as the following exams: CRPC, CFP, ChFC. Additionally, I am a Chartered Retirement Planning Counselor (CRPC). I have experience working with first time test takers as well as students who...

Brian: Edmonton Series 66 course instructor

...I worked as a financial analyst and investment specialist for a brokerage firm. I abruptly changed direction and joined the military where I spent close to a decade serving in the United States Army Special Forces. I approach tutoring with a "no quit" attitude as I have done with many things in my life. Together...

Isaac: Edmonton Series 66 course instructor

...high school students in personal finance courses. For the last 10 years I have been educating my clients on their financial situation as a Wealth Advisor. I currently co-manage a book of business of approximately 80 million in assets under management with another Wealth Advisor. I have helped train younger Advisors over the past few...

Johnny: Edmonton Series 66 course instructor

...into Finance. Every since my military days I enjoy giving back to the community anyway that I can, so I figured why not teach subjects in Finance. My philosophy in teaching is to try to keep it as simple as I can by using analogies and references that is unique to each person and their...

Michael: Edmonton Series 66 course instructor

...am also a Commercial Pilot and Certified Flight Instructor at a local airport where I teach ground school and flight to student pilots. I really like teaching in general, and enjoy when I can learn something and then pass it on to others. That is what brought me to earn my PhD and my flight...

Barrett: Edmonton Series 66 course instructor

...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 take those initial steps on your...

John: Edmonton Series 66 course instructor

...am a passionate management professional accomplished in successfully recruiting talent, managing change, and mentoring individuals. I have successfully recruited, 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,...

Monica: Edmonton Series 66 course instructor

...relatable, real-world scenarios, ensuring students grasp not just the material but also the strategies behind successful test-taking. I believe in fostering a supportive learning environment where students feel empowered to ask questions and explore the intricacies of wealth management. My extensive background in the financial services industry (over 20 years) enhances my ability to connect...

Benjamin: Edmonton Series 66 course instructor

...7, and SIE. My teaching philosophy centers on fostering a supportive and engaging learning environment where each student feels empowered to ask questions and explore concepts deeply. I am passionate about helping my students build confidence and achieve their goals, using interactive methods that make complex material more accessible. Currently certified to teach in New...

Myles: Edmonton Series 66 course instructor

...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. I hope to pass on to more students the study habits that I...

Purvis: Edmonton Series 66 course instructor

...in my desire to empower students to achieve their goals and navigate the complexities of the financial world. I adopt a student-centered approach, tailoring my methods to meet individual learning styles and fostering a supportive environment where questions are encouraged. Mentoring aspiring finance professionals is not just a job for me; it's a fulfilling journey...

Danny: Edmonton Series 66 course instructor

...knowledge and experiences with you and help you achieve your goals. I have been a sales leader in the financial services industry for over 25 years and I retired a senior NCO in the Army Reserve serving for 23 years. I've had the pleasure of mentoring training and leading sales people and soldiers most of...

David: Edmonton Series 66 course instructor

Edward: Edmonton Series 66 course instructor

...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 the youth...

Kyle: Edmonton Series 66 course instructor

I have a passion for financial and capital markets and love to teach and educate others. I have worked my entire professional career in financial services utilizing series exam...

Gregory: Edmonton Series 66 course instructor

Hajra: Edmonton Series 66 course instructor

...fellow colleagues to pass the different FINRA exams. I understand the pressure of learning the materials and then passing the exams in the allotted time frames given. I am passionate about helping people pass the professional exams and achieving their goals. I aim to be a resource to people, and letting them set the pace....

David: Edmonton Series 66 course instructor

...assistantship and completed a 6 month Co-op Education position with IBM. I still play golf, belong to a backgammon club, and help manage my parents Charitable Remainder Trust investments. I spent 2 years tutoring elementary children reading and writing and have just joined a high school/college mentoring program in the area. I believe I can...