Top Series 66 Tutors serving Waterloo
Kyle: Waterloo Series 66 tutor
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...
Education & Certification
- Texas am - Bachelor of Science, Business and Managerial Economics
- University of Notre Dame - Current Grad Student, Finance
Subject Expertise
- Series 66
- Series 63
- Series 65
- Insurance License
- +11 subjects
Alex: Waterloo Series 66 tutor
My passion 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...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Business Communications
Subject Expertise
- Series 66
- Series 79
- Series 86
- Series 7 - General Securities Representative Exam (Stockbroker)
- +12 subjects
Jennifer: Waterloo Series 66 tutor
...broad range of subjects, I am more interested in helping students/clients prepare for certification exams such as the SIE, Series 7, 63, 65, 66, pharmacy technician certification exam (PTCE) etc. I have got tips and tricks on how to pass these exams in one sitting. In addition, I will incorporate real-world examples that will expand...
Education & Certification
- Fort Valley State University - Bachelor of Science, Biology, General
Subject Expertise
- Series 66
- SIE
- Series 65
- Series 87
- +18 subjects
Mark: Waterloo Series 66 tutor
...Tutor I like to help people pass: The Series # 7 - # 63 - # 65 & # 66 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 -...
Education & Certification
- University of Houston-Downtown - Associate in Science, Business Administration and Management
Subject Expertise
- Series 66
- CFA
- Series 86
- Series 63
- +73 subjects
Isaac: Waterloo Series 66 tutor
...business of approximately 80 million in assets under management with another Wealth Advisor. I have helped train younger Advisors over the past few years and have a passion for helping people in my field learn and grow. For the past year I've been tutoring college students on complex financial concepts. My tutoring experience has been...
Education & Certification
- Missouri State University-West Plains - Bachelor of Science, Finance
Subject Expertise
- Series 66
- Series 65
- Series 7
- CFP
- +9 subjects
Jacquelyn: Waterloo Series 66 tutor
...for me. When your children graduate with Honors, and your student employees perform well to obtain professional licenses, it represents how well you were dedicated, coached, trained, and developed during the process. My experience working one-on-one, in small and large groups has proved to be successful. I look forward to becoming your Mentor and Educational...
Education & Certification
- University of Detroit Mercy - Bachelor of Science, Finance
- Southern New Hampshire University - Master of Science, Entrepreneurial Studies
Subject Expertise
- Series 66
- WMCP - Wealth Management Certified Professional
- Exam FM - Financial Mathematics
- Series 65
- +18 subjects
Sean: Waterloo Series 66 tutor
...around different subjects. My ultimate goal is to get my students to the end goal of passing their exam 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...
Education & Certification
- Arizona State University - Bachelor of Science, Business Administration and Management
Subject Expertise
- Series 66
- SIE
- Series 7
- Insurance License
- +2 subjects
Roman: Waterloo Series 66 tutor
...7 twice! I'm passionate about personal finance and love helping others understand the concepts needed to pass these exams. Finance is a great field to work in, so I truly enjoy whenever I'm able to help someone pass their exams! My goal as your tutor is simple: To help you pass the exam on the...
Education & Certification
- Virginia Commonwealth University - Bachelor of Science, Mechanical Engineering
Subject Expertise
- Series 66
- FINRA - Financial Industry Regulatory Authority
- Series 65
- Series 7
- +60 subjects
Robin: Waterloo Series 66 tutor
...educational journeys, tailoring my approach to suit their unique needs. I hold an MBA from Stetson University and a B.A. from the University of British Columbia. I tutor subjects related to finance, business, and preparation for FINRA certifications (Series 6, 7, 63, 65 and 66). My teaching philosophy revolves around fostering critical thinking, encouraging open...
Education & Certification
- University of British Columbia - Bachelor in Arts, Psychology
- Daytona State College - Associate in Arts, Accounting
- Stetson University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- SIE
- Series 65
- +23 subjects
Aaron: Waterloo Series 66 tutor
...business and I strive to help others in their efforts to do business the right way. My expertise started long ago when I received my Bachelor's in Finance from the University of Nebraska-Omaha. During that time, I obtained my Series 7 and 66 licenses. Shortly after obtaining those licenses, I then obtained the Series 4,...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 66
- Series 53
- Series 4
- Series 24
- +7 subjects
Nathalie: Waterloo Series 66 tutor
...Undergraduate Degree in Biology. I was hoping to go to Veterinary School although the school I hoped to go to was on the other side of the country. I came back home to Florida to complete my MBA in Finance, and currently work as a Financial Analyst. I am very passionate about my work and...
Education & Certification
- University of Central Florida - Bachelor of Science, Biology, General
- University of North Florida - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7 - General Securities Representative Exam (Stockbroker)
- CPA
- Series 7
- +34 subjects
Eric: Waterloo Series 66 tutor
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 66
- Series 63
- Series 86
- Series 53
- +16 subjects
David: Waterloo Series 66 tutor
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 66
- Series 10
- Series 65
- SIE
- +9 subjects
Hal: Waterloo Series 66 tutor
...on the individual, adapt my methods to their needs, and inspire them to succeed. I enjoyed a nearly thirty-year career in financial services where I worked as a financial planner, wire-house broker (stockbroker), trust advisor, and wealth advisor. I worked the broker-dealer channel, the bank channel, and the independent channel. I developed and took an...
Education & Certification
- Frostburg State University - Bachelor of Science, Accounting and Business Management
- Frostburg State University - Master of Science, Management Science
Subject Expertise
- Series 66
- CPA
- Series 51
- CIMA
- +171 subjects
Johnny: Waterloo Series 66 tutor
...to try to keep it as simple as I can by using analogies and references that is unique to each person and their way of absorbing information. The subjects I enjoy teaching within Finance are understanding Fundamental Analysis( financials such as 10Q and 10K), this goes with earning season or when companies report earning. Technical...
Education & Certification
- University of Houston-Victoria - Bachelor in Business Administration, Finance
Subject Expertise
- Series 66
- SIE
- Series 26
- Series 57
- +14 subjects
Gary: Waterloo Series 66 tutor
I tutor securities licensing exam prep courses for NASAA & FINRA registrations (Series 6,7,63,65,66 and a few others). I own a financial practice, hold the Series 65 and a CRPC designation, and my experience, knowledge and research are current and relevant.
Education & Certification
- Columbia College - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 47 - Japanese Module of the General Securities Exam
- Series 27
- Series 16
- +72 subjects
Victoria: Waterloo Series 66 tutor
...prepare for complex exams, we always seem to have the most success when we have discovered the student's learning style and thought-process. I believe learning should be an engaging, inspiring activity where the student can envision how their new knowledge will apply to real-life scenarios. I am also a firm proponent of education, believing it...
Education & Certification
- University of South Alabama - Bachelor of Science, Biology, General
- Florida Atlantic University - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 24
- Series 52
- Series 6
- +35 subjects
Brian: Waterloo Series 66 tutor
...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...
Education & Certification
- Johnson Wales University-Providence - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- PMP
- Series 10
- Series 7
- +18 subjects
Zachary: Waterloo Series 66 tutor
...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 a tutor who can break down the concepts into an easy to understand...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 66
- Series 65
- SIE
- Series 7
- +12 subjects
Benjamin: Waterloo Series 66 tutor
Glad to help students prepare for the CFP, Series 7, and Series 66 industry exams!
Education & Certification
- University of Missouri-St Louis - Bachelor in Business Administration, Business Administration and Management
Subject Expertise
- Series 66
- Series 7
- Series 57
- SIE
- +24 subjects
Private Series 66 Tutoring in Waterloo
Receive personally tailored Series 66 lessons from exceptional tutors in a one-on-one setting. We help you connect with the best tutor for your particular needs while offering flexible scheduling to fit your busy life.
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