Top Series 7 Tutors serving Montreal
Education & Certification
- Harvard College - Current Undergrad Student, Philosophy
Subject Expertise
- Series 7
- CPA
- MATLAB
- Math
- +66 subjects
Education & Certification
- Susquehanna University - Bachelor of Science, Finance
Subject Expertise
- Series 7
- CFP
- Series 63
- Insurance License
- +8 subjects
Zachary: Montreal Series 7 tutor
...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 need...
Education & Certification
- Troy University - Bachelor in Arts, Finance
Subject Expertise
- Series 7
- Series 24
- Series 63
- Series 65
- +12 subjects
James: Montreal Series 7 tutor
As an adjunct professor of finance, I enjoy helping individuals find their way within the finance and business worlds. As a swimming coach, I enjoy helping individuals reach their goals. I am patient and kind and have been in your shoes. I am a strong tutor with the Series 65, 66, and 7.
Education & Certification
- Wittenberg University - Bachelor in Arts, Biology, General
- Baldwin-Wallace College - Masters in Business Administration, Business, General
Subject Expertise
- Series 7
- Series 10
- Insurance License
- Series 6
- +25 subjects
Purvis: Montreal Series 7 tutor
...on Series 7 and 63. My passion for teaching is deeply rooted 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...
Education & Certification
- Columbia University - Master's/Graduate, Finance
Subject Expertise
- Series 7
- Series 65
- Series 66
- Series 6
- +5 subjects
John: Montreal Series 7 tutor
...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 to...
Education & Certification
- Pace University-New York - Bachelor in Business Administration, Accounting and Finance
Subject Expertise
- Series 7
- Series 66
- Series 63
- CFA
- +24 subjects
Nhan: Montreal Series 7 tutor
...this one is for Accountancy, specialized in Auditing. I am expected to finish my second Master in Fall of 2019, and I will start my Doctorate program for Business and Corporate Strategies in August 2019. My primary areas of focus are Finra licensing, such as Series 7 and Series 65, along with Economics, Finance and...
Education & Certification
- Ohio State University-Main Campus - Bachelor of Science, Applied Physics
- Ohio University-Main Campus - Master of Science, Applied Economics
Subject Expertise
- Series 7
- Series 65
- Series 24
- Series 63
- +78 subjects
Scott: Montreal Series 7 tutor
...Campus Director I was responsible for all operational, educational and administrative functions of the campus. My professional responsibilities included the following: hiring, evaluating and developing faculty and staff, developing and ensuring the consistent delivery of quality curriculum, managing a retention management processes, developing and administering program budgets, determining faculty and staff training needs, coordinating industry...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Industrial and Organizational Psychology
- University of Pittsburgh-Pittsburgh Campus - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- Basic Computer Literacy
- PC Basic Computer Skills
- High School Accounting
- +12 subjects
Aaron: Montreal Series 7 tutor
...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 my...
Education & Certification
- University of Nebraska at Omaha - Bachelor of Science, Finance
- Kansas State University - Master of Science, Financial Planning
Subject Expertise
- Series 7
- Series 24
- Series 7 - General Securities Representative Exam (Stockbroker)
- CFP
- +7 subjects
Chunhua: Montreal Series 7 tutor
...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 easier and...
Education & Certification
- Wuhan University - Bachelor of Science, Computer and Information Sciences, General
- Wuhan University - Doctor of Philosophy, Management Information Systems
Subject Expertise
- Series 7
- SEE - Special Enrollment Exam
- Series 79
- Series 63
- +7 subjects
Garth: Montreal Series 7 tutor
...am FINRA Series 7, Series 6, Series 63, Series 24, and Series 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...
Education & Certification
- Lebanon Valley College - Bachelor of Science, Business Administration and Management
- Loyola University Maryland - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- CFP
- Series 63
- Series 65
- +26 subjects
William: Montreal Series 7 tutor
...experience working in the wealth management industry. I also was raised by a mother who is a math teacher and a father who is a history teacher. While at the University of Chicago, I spent four years tutoring High School students. I specialize in CFP certification, FINRA Series 65, Economics as well as Elementary Social...
Education & Certification
- University of Chicago - Bachelor's, Economics
- Regis University - Master's/Graduate, Data Science
Subject Expertise
- Series 7
- Series 65
- CFP
- College Economics
- +9 subjects
Scot: Montreal Series 7 tutor
...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 an...
Education & Certification
- Pennsylvania State University-Main Campus - Bachelor of Science, Marketing
Subject Expertise
- Series 7
- Series 6
- Series 22
- Series 16
- +12 subjects
Nana: Montreal Series 7 tutor
...achieve their full potential and become the best version of themselves. I have an undergraduate degree in Economics and an MBA. I also have held Series 7 and 63 licenses in the past and currently licensed to sell health and life insurance.I am looking forward to working with you to exceed your goals!
Education & Certification
- Spelman College - Bachelor in Arts, Economics
- KELLOGG SCHOOL OF MANAGEMENT - Masters in Business Administration, Finance
Subject Expertise
- Series 7
- Series 63
- Series 3
- Series 79
- +42 subjects
Sean: Montreal Series 7 tutor
...for over 20+ years I find myself ready to give back. As a life long learner I can promise we will not only learn the subject you need but also learn how you best learn. My Style is to teach you where you are, really get to know you and how you process information into...
Education & Certification
- Western Governors University - Bachelor in Business Administration, Information Resources Management
Subject Expertise
- Series 7
- FINRA - Financial Industry Regulatory Authority
- Series 66
- Business
- +17 subjects
Patrick: Montreal Series 7 tutor
...prep courses for Kaplan for the GMAT, SAT, ACT, and GRE and was also a Kaplan teacher-trainer, so I was entrusted to teach other test prep professionals best practices. My personal goal is to help each of my students perform at their very best, and continue my record of success in doing so!... Rather than focus on rote memorization, I discuss with my students different ways to approach each problem. As a result, they learn to...
Education & Certification
- University of Louisville - Bachelors, Mathematics
- University of Louisville - Masters, MBA
Subject Expertise
- Series 7
- Trigonometry
- ACT English
- Pre-Algebra
- +37 subjects
Ross: Montreal Series 7 tutor
...economic development which caused a love for finance. I have studied for the SIE and passed it and helped other people pass the SIE. I am most passionate about History. In my experience helping struggling students prepare for Standardized Tests, we always seem to have the most fun. I am a firm proponent of education,...
Education & Certification
- University of New Haven - Bachelor in Arts, Political Science and Government
- Mercy College - Masters in Business Administration, Business Administration and Management
Subject Expertise
- Series 7
- SIE
- Series 79
- FINRA - Financial Industry Regulatory Authority
- +22 subjects
Richard: Montreal Series 7 tutor
I have been in Finance for 20+ yrs specializing in Investments, Financial Planning and Estate Planning. I enjoy trading, technical analysis and reading/writing about the stock market. I enjoy sharing my years of knowledge and experience with others.
Education & Certification
- Westminster College - Bachelor in Business Administration, Business, General
Subject Expertise
- Series 7
- CFP
- CPA
- Series 63
- +31 subjects
Christopher: Montreal Series 7 tutor
...With three years of experience in the financial industry and previous experience in accounting and higher education, I specialize in preparing adult learners and college students for securities industry exams, including the SIE, Series 7, Series 66, and CFP certification. My teaching philosophy centers on breaking down complex financial concepts into manageable parts, using visual...
Education & Certification
- University of Connecticut - Bachelor's, Accounting
- University of Hartford - Master's/Graduate, MBA - Management
Subject Expertise
- Series 7
- SIE
- Series 66
- Insurance License
- +4 subjects
Stephen: Montreal Series 7 tutor
...diverse background in banking, real estate, and investments fuels my passion for teaching essential financial concepts that are often overlooked in traditional education. I believe in a student-centered approach, tailoring my methods to accommodate different learning styles, whether through hands-on problem-solving or practical real-world applications. I find fulfillment in helping students grasp complex topics and...
Education & Certification
- Rollins College - Master's/Graduate, Business Adm/Finance
Subject Expertise
- Series 7
- CFP
- Series 65
- Real Estate License
- +23 subjects
Private Series 7 Tutoring in Montreal
Receive personally tailored Series 7 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.
Your Personalized Tutoring Program and Instructor
Our knowledgeable directors help you choose your tutor with your learning profile and personality in mind.
Your tutor can customize your lessons and present concepts in engaging easy-to-understand-ways.
You can learn more efficiently and effectively because the teaching style is tailored to you.
With the flexibility of online tutoring, your tutor can be arranged to meet at a time that suits you.